Client Onboarding Lead — Complex FinServ Projects (Hybrid)

Beacon Hill Staffing Group, LLC; Boston (MA); Hybrid; USD 120.000 - 160.000; Vollzeit

Zusammenfassung

Beacon Hill Staffing Group, LLC in Boston, MA is seeking a Client Onboarding Principal to lead complex onboarding initiatives. You will coordinate cross-functional teams, manage project timelines, oversee onboarding deliverables, and support a smooth transition to ongoing client service.

Responsibilities include managing onboarding projects from initiation through implementation, tracking progress, identifying risks, reviewing documentation, maintaining trackers and workflows, and guiding team

Qualifikationen

• 5+ years of client onboarding, client service, investment operations, or related financial services experience.
• Experience managing multiple projects and coordinating cross-functional stakeholders.
• Proficiency with Microsoft Excel and Microsoft Office Suite.
• Experience with DealCloud or similar CRM platforms preferred.

Aufgaben

• Manage onboarding projects from initiation through implementation.
• Coordinate cross-functional teams to ensure deadlines and deliverables are met.
• Track project progress, identify risks, and resolve issues impacting timelines.
• Review onboarding documentation and account setup activities for accuracy.
• Maintain onboarding trackers, workflows, and process documentation.
• Prioritize and oversee multiple onboarding projects simultaneously.
• Provide guidance and support to team members involved in onboarding activities.
• Serve as an escalation point for onboarding-related questions and challenges.
• Partner with business development and client-facing teams on onboarding readiness and planning.
• Support process improvement initiatives, operational enhancements, and strategic projects.

Kenntnisse

Client onboarding

Project management

Cross-functional coordination

CRM platforms

Tools

Microsoft Excel

Microsoft Office Suite

DealCloud

Jobbeschreibung

Beacon Hill Staffing Group, LLC in Boston, MA is seeking a Client Onboarding Principal to lead complex onboarding initiatives. You will coordinate cross-functional teams, manage project timelines, oversee onboarding deliverables, and support a smooth transition to ongoing client service.

Responsibilities include managing onboarding projects from initiation through implementation, tracking progress, identifying risks, reviewing documentation, maintaining trackers and workflows, and guiding team