Client Onboarding Principal

Beacon Hill Staffing Group, LLC; Boston (MA); Hybrid; USD 120,000 - 160,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client onboarding

Project management

Cross-functional coordination

CRM platforms

Tools

Microsoft Excel

Microsoft Office Suite

DealCloud

Job description

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.

Client Onboarding Principal - Hybrid / Boston, MA

Our client, a global financial services organization, is seeking a Client Onboarding Principal to lead complex client and account onboarding initiatives. This role will coordinate cross-functional teams, manage project timelines, oversee onboarding deliverables, and support a smooth transition to ongoing client service.

Responsibilities

• 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.

Qualifications

• 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.
• Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
• California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Company Profile

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .

Benefits Information

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.Beacon Hill. Employing the Future