Client Onboarding Associate
Company Overview
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 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. The role will assume primary responsibility for client onboarding and managing client and related information throughout the client lifecycle.
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 onboarding workflows (KYC/AML, tax documents, document intake, investor portal setup, internal system integration).
- Coordinate with internal teams (legal, compliance, tax, finance, investment) 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, maintaining 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 a data steward to protect and enrich investor and commitment data.
- Continuously enhance robust data governance frameworks.
- Build and support the self‑service framework to ensure an 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 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.
- 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.
- An “always on call” orientation to work.
- Ability to identify, escalate, and resolve problems/issues.
Base Salary Range
$100,000 – $130,000 USD (annual)
Employees may be eligible for a discretionary bonus based on individual and team performance.
Equal Opportunity Employer
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.
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Finance and Sales
#J-18808-Ljbffr