Senior-Client Intake & Onboarding

Citrin Cooperman India LLP; Hyderabad; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Citrin Cooperman India LLP in Hyderabad seeks a Senior to join the New Client Intake team. You will oversee onboarding and Engagement Letter processes for new clients, liaising with US partners and staff to gather documentation and ensure accuracy.

You will draft, audit, and validate intake information, identify process improvements, and escalate issues to the Director. The role includes mentoring a 4-5 person team and delivering timely updates.

Qualifications

• MBA or graduate required.
• 6-8 years in handling Engagement Letters and onboarding processes, with 2-3 years leading a team of 4-5 members.
• Strong verbal and written communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Maintain strong working relationships within the team.

Responsibilities

• Assisting in onboarding processes and Engagement Letter for new clients.
• Drafting, auditing and validating intake/Engagement Letter information for accuracy and timeliness.
• Identify opportunities for process improvements and propose solutions.
• Escalate issues to the Director.
• Coordinate with internal team members to address queries and issues promptly.
• Provide timely status updates to the Director for all tasks.
• Track progress of Engagement Letters and communicate gaps to the manager.
• Participate in team meetings and training on process changes.

Skills

Communication skills

Team collaboration

Attention to detail

Education

MBA or graduate

Tools

Microsoft Office Suite

Job description

We are looking for a Senior to join the New Client Intake team. This role is an excellent opportunity for a recent graduate to gain experience in client relations and business operations. As a Senior you will be responsible for:

Key Responsibilities:

Assisting in the onboarding process and the Engagement Letter process for new clients:

• Liaising with partners (US) as necessary during the Onboarding process/Engagement Letter process to gather required documentation, ensure the appropriate legal documentation is in place.
• Drafting, Auditing and validating intake form/Engagement Letter information entered by staff level to ensure accuracy, compliance and timely submission or deliverables
• Identifying opportunities for process improvements and proposing solutions
• Escalating any issues/concerns to the Director.

Client Communication:

• Conducting follow-up communications with stakeholders to gather missing information.
• Ensuring the deliveries are submitted to the partners within the timelines.

Internal Coordination:

• Coordinating with internal team members to address queries and issues promptly.
• Identifying knowledge gaps and reporting to the Director.
• Resolving team issues and developing relationships with the team members.

Tracking and Reporting:

• Tracking progress for the engagement Letter on a regular basis
• Providing timely and accurate status updates to Director for all assigned tasks
• Ensuring gaps and requirements are identified and communicated to the manager.
• Participating in team meetings and training sessions to stay updated with process changes.

Qualifications:

• MBA or Graduate
• 6-8 Years in handling Engagement Letters and onboarding process of which 2-3 years’ experience of managing a team of 4-5 people.
• Strong verbal and written communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Maintain strong working relationships with the team.