Client Onboarding Senior Associate

Dallasfull timeOn Site

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senior

H1B: no

Standishmanagement Client Onboarding Senior Associate at Standishmanagement responsible for assisting with onboarding new clients to the fund accounting group. Tasks include compiling investor CRM information, preparing capital calls, and supporting client workspace setup.

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

Qualification

1+ year of work experience requiredAttention to detailStrong written and verbal communicationAble to multi- taskKnowledge of alternative investments

Required

Bachelor's Degree required (Finance/Accounting/Economics concentration preferred)
1+ year of work experience required
Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook
Knowledge of various investment accounting concepts (knowledge of alternative investments is a plus)
Familiarity with QuickBooks or other accounting reporting systems preferred
Attention to detail
Strong written and verbal communication
Able to multi- task
Ability to work in a team and individually
Strong organizational skills and work ethic
Adept using web-based data entry databases