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Client Onboarding Associate

Standish Management
Raleigh, USA
Junior · 1+ years experience
Onsite
Discovered Today

Full Job Posting

Responsibilities:

  • Assist internal engagement teams with onboarding activities, such as providing access to folders, group mailboxes, and other engagement activities
  • Compile and organize investor CRM information
  • Assist with data validations, loads, and reconciliations for client implementations
  • Communicate and provide information to the technology team to set up client portals
  • Assist with client workspace setup within Standish’s project management software
  • Provide general administrative support to the Client Onboarding and System Solutions Team
  • Collaborate with the Client Onboarding Fund Controllers to develop and implement best practices
  • Qualifications and Experience:
  • Bachelor's Degree or equivalent relevant experience required
  • 1+ years of experience in a client‐oriented professional office environment, preferably in a related industry
  • Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook
  • Familiarity with CRM systems a plus (Allvue, eFront, etc.)
  • Ability to manage high volume workload by multi-tasking and prioritizing
  • Excellent written and verbal communication skills
  • Exceptional organizational skills and attention to detail
  • Strong interpersonal skills with the ability to interact professionally with all levels of internal and external parties
  • Ability to work independently and exercise professional judgment
  • Team player with a strong work ethic
  • Adept using web-based data entry databases

Qualifications

  • Bachelor's Degree or equivalent relevant experience required

Preferred Qualifications

  • Familiarity with CRM systems a plus (Allvue, eFront, etc.)

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