Client Onboarding Senior Associate: Growth & Impact

Standish Management, LLC; Denver (CO); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Comprehensive benefits package

401K

Flexible vacation

Sick time accrual

Year-end office closure

Flexible work environment

Job summary

Standish Management, LLC is seeking a Client Associate Senior Associate to join its rapidly growing fund administration team in Denver. This role focuses on onboarding new clients to Standish’s fund accounting group, reviewing investor CRM information, and preparing capital calls.

You will report to the Fund Controllers and Managers and may advance within the Client Onboarding and System Solution Team based on performance.

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.

Responsibilities

• Assist onboarding activities for clients, providing access to folders and engagement materials.
• Compile and organize investor CRM information.
• Assist with data validations, loads, and reconciliations for client implementations.
• Coordinate with technology team to set up client portals.
• Assist with client workspace setup in Standish’s project management software.
• Provide general administrative support to the Client Onboarding and System Solutions Team.
• Collaborate with Fund Controllers to develop best practices.

Skills

Microsoft Office mastery

Investment accounting concepts

Data entry databases

Written and verbal communication

Attention to detail

Team and independent work

Education

Bachelor's Degree

Tools

QuickBooks

Job description

Standish Management, LLC is seeking a Client Associate Senior Associate to join its rapidly growing fund administration team in Denver. This role focuses on onboarding new clients to Standish’s fund accounting group, reviewing investor CRM information, and preparing capital calls.

You will report to the Fund Controllers and Managers and may advance within the Client Onboarding and System Solution Team based on performance.