Client Onboarding Senior Associate — Flexible Growth Path

Standish Management, LLC; Boston (MA); On-site; USD 67,000 - 81,000; Full time

Benefits offered by this job

Medical benefits

Dental and vision coverage

Life insurance

401(k) plan

Flexible vacation

Job summary

Standish Management, LLC is seeking a Client Associate Senior Associate in Boston to support onboarding new clients to the fund accounting group and prepare capital calls. You will review investor CRM data, work with engagement teams, and help set up client portals and workspaces.

Qualifications include a finance/economics-focused bachelor’s degree and 1+ year of experience, with strong Excel and communication skills.

Qualifications

• 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.

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

Skills

Microsoft Office

Attention to detail

Communication skills

Multitasking

Team collaboration

Data entry

Investment accounting

QuickBooks

Education

Bachelor's degree

Tools

QuickBooks

Job description

Standish Management, LLC is seeking a Client Associate Senior Associate in Boston to support onboarding new clients to the fund accounting group and prepare capital calls. You will review investor CRM data, work with engagement teams, and help set up client portals and workspaces.

Qualifications include a finance/economics-focused bachelor’s degree and 1+ year of experience, with strong Excel and communication skills.