Client Onboarding & Operations Specialist

Guggenheim Partners; New York (NY); On-site; USD 100,000 - 115,000; Full time

Job summary

Guggenheim Investments seeks a Client Service Support to lead internal onboarding execution and coordinate across legal, compliance, and investment teams. You will align daily with senior and junior client service staff and report to the Deputy Head of Client Service Operations.

Based in New York City, this full-time role requires sharp project coordination, CRM proficiency, and the ability to drive timely client account set-up and documentation through Salesforce and other systems.

Qualifications

• Bachelor's degree or equivalent experience.
• 2+ years of experience in operations, client support, or project coordination within asset management.
• Proficiency in Salesforce (or other CRM), Excel, Word, PowerPoint, and Outlook.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Ensure timely communication of all required operational information for client accounts.
• Assist onboarding execution, coordinating across internal stakeholders.
• Serve as operational SME for onboarding of funds and SMAs; coordinate across groups.
• Coordinate opening and closing of client accounts on the accounting platform.
• Maintain client information and documentation in Salesforce; ensure data consistency across records.

Skills

Project coordination

Workflow management

Attention to detail

Written & verbal communication

Multitasking

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Excel

Word

PowerPoint

Outlook

Job description

Guggenheim Investments seeks a Client Service Support to lead internal onboarding execution and coordinate across legal, compliance, and investment teams. You will align daily with senior and junior client service staff and report to the Deputy Head of Client Service Operations.

Based in New York City, this full-time role requires sharp project coordination, CRM proficiency, and the ability to drive timely client account set-up and documentation through Salesforce and other systems.