Kohlberg Kravis Roberts & Co.
Client Onboarding Associate Boston, MA, United States
Kohlberg Kravis Roberts & Co., Boston, Massachusetts, us, 02298
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world‑class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.
Team Overview KKR’s Client Operations Team supports clients in a variety of ways throughout the client lifecycle, from onboarding to investor communications, reporting, and overall relationship management across all asset classes, products and geographies. The team is global and works closely with KKR’s Client Solutions (KCS), operational groups (Legal, Compliance, Finance, Treasury, Tax, Human Resources) and the firm’s Investment professionals to provide information and solutions to clients.
KKR seeks to recruit an experienced professional who is passionate about providing a high‑quality client experience and enhancing data, processes and technological solutions to join the Client Operations Team and assume primary responsibility for client onboarding and managing client and other related information throughout the client lifecycle. This responsibility is large and growing, and is an opportunity to work in a cross‑functional capacity with key internal and external stakeholders while simultaneously evolving operational workflows.
Responsibilities
Serve as the primary point of contact and process owner for the onboarding of new clients across all products and asset classes
Manage end‑to‑end client onboarding workflows, such as KYC/AML, tax documents, document intake, investor portal setup, and internal system integration
Coordinate across internal teams (legal, compliance, tax, finance, investment teams) to ensure timely and accurate onboarding
Develop and maintain standardized procedures and playbooks for onboarding across fund structures and jurisdictions
Own and enhance onboarding tracking tools, including dashboards, to monitor pipeline progress and identify bottlenecks
Partner with technology teams to build automated and scalable onboarding solutions, and maintain an active backlog of system and workflow enhancements
Contribute to the design and expansion of client self‑service capabilities related to onboarding (e.g., data collection portals, onboarding checklists)
Ensure all onboarding‑related data, documents, and client records are complete, accurate, and audit‑ready
Lead periodic reviews of the onboarding experience to gather feedback and implement improvements that enhance client satisfaction
Maintain and improve onboarding governance, including documentation standards, exception protocols, and data stewardship
Support strategic initiatives related to onboarding, such as new product launches, regulatory updates, or cross‑border operational alignment
Serve as data steward with objectives of protecting and enriching investor and commitment data
Continue the enhancement of robust data governance frameworks
Build and support the self‑service support framework to ensure we are providing the ideal experience for KKR LPs.
Requirements
Four‑year bachelor’s degree with a strong academic record from an accredited college or university
Three to Five years of relevant experience, preferably working in financial services, consulting, financial administration or law
Understanding of alternative investments and both equity and credit product offerings
Prior relevant client service and project management experience, ideally at an alternative asset management firm and a commitment to providing best‑in‑class service
Motivated self‑starter who will own all operational aspects of the required processes
Articulate, thoughtful professional with the ability to listen well and ask targeted questions when needed
Innovative thinker with a desire to build process improvements rooted in agile technology and collaborate with teams across the firm
Extremely high attention to detail and accountability
Ability to maintain impeccable records of investor documents
Highly organized with exceptional attention to detail and excellent follow‑through
Grace under pressure, a strong work ethic, 24/7 service mentality and a positive attitude
Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of a broad base of colleagues, and a good sense of humor
An “always on call” orientation to work
Ability to identify, escalate, and resolve problems/issues
Base Salary Range $100,000 – $130,000 USD
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
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Team Overview KKR’s Client Operations Team supports clients in a variety of ways throughout the client lifecycle, from onboarding to investor communications, reporting, and overall relationship management across all asset classes, products and geographies. The team is global and works closely with KKR’s Client Solutions (KCS), operational groups (Legal, Compliance, Finance, Treasury, Tax, Human Resources) and the firm’s Investment professionals to provide information and solutions to clients.
KKR seeks to recruit an experienced professional who is passionate about providing a high‑quality client experience and enhancing data, processes and technological solutions to join the Client Operations Team and assume primary responsibility for client onboarding and managing client and other related information throughout the client lifecycle. This responsibility is large and growing, and is an opportunity to work in a cross‑functional capacity with key internal and external stakeholders while simultaneously evolving operational workflows.
Responsibilities
Serve as the primary point of contact and process owner for the onboarding of new clients across all products and asset classes
Manage end‑to‑end client onboarding workflows, such as KYC/AML, tax documents, document intake, investor portal setup, and internal system integration
Coordinate across internal teams (legal, compliance, tax, finance, investment teams) to ensure timely and accurate onboarding
Develop and maintain standardized procedures and playbooks for onboarding across fund structures and jurisdictions
Own and enhance onboarding tracking tools, including dashboards, to monitor pipeline progress and identify bottlenecks
Partner with technology teams to build automated and scalable onboarding solutions, and maintain an active backlog of system and workflow enhancements
Contribute to the design and expansion of client self‑service capabilities related to onboarding (e.g., data collection portals, onboarding checklists)
Ensure all onboarding‑related data, documents, and client records are complete, accurate, and audit‑ready
Lead periodic reviews of the onboarding experience to gather feedback and implement improvements that enhance client satisfaction
Maintain and improve onboarding governance, including documentation standards, exception protocols, and data stewardship
Support strategic initiatives related to onboarding, such as new product launches, regulatory updates, or cross‑border operational alignment
Serve as data steward with objectives of protecting and enriching investor and commitment data
Continue the enhancement of robust data governance frameworks
Build and support the self‑service support framework to ensure we are providing the ideal experience for KKR LPs.
Requirements
Four‑year bachelor’s degree with a strong academic record from an accredited college or university
Three to Five years of relevant experience, preferably working in financial services, consulting, financial administration or law
Understanding of alternative investments and both equity and credit product offerings
Prior relevant client service and project management experience, ideally at an alternative asset management firm and a commitment to providing best‑in‑class service
Motivated self‑starter who will own all operational aspects of the required processes
Articulate, thoughtful professional with the ability to listen well and ask targeted questions when needed
Innovative thinker with a desire to build process improvements rooted in agile technology and collaborate with teams across the firm
Extremely high attention to detail and accountability
Ability to maintain impeccable records of investor documents
Highly organized with exceptional attention to detail and excellent follow‑through
Grace under pressure, a strong work ethic, 24/7 service mentality and a positive attitude
Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of a broad base of colleagues, and a good sense of humor
An “always on call” orientation to work
Ability to identify, escalate, and resolve problems/issues
Base Salary Range $100,000 – $130,000 USD
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
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