Client Onboarding Senior Associate: Growth & Impact

Standish Management, LLC; Los Angeles (CA); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Life insurance

401K

Flexible Vacation

Sick Time

Holidays

Flexible work environment

Job summary

Standish Management, LLC in Los Angeles seeks a Client Associate Senior Associate to help onboard new clients to the fund accounting group. You will review investor CRM information and prepare capital calls for new clients, reporting to Fund Controllers and Managers.

High performers may advance within Client Onboarding and System Solutions Team. The role requires a Bachelor's degree with finance/accounting focus and 1+ year of experience, plus proficiency in Excel/Word/Outlook and knowledge of

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 and engage with internal teams.
• 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.
• Support client workspace setup within Standish’s project management software.
• Provide general administrative support to the Client Onboarding and System Solutions Team.
• Collaborate with Fund Controllers to develop and implement best practices.

Skills

Excel

Word

Outlook

Communication

Attention to detail

Teamwork

Multi-tasking

Organizational skills

Investment accounting

QuickBooks

Data entry

Finance knowledge

Education

Bachelor's Degree

Tools

QuickBooks

Job description

Standish Management, LLC in Los Angeles seeks a Client Associate Senior Associate to help onboard new clients to the fund accounting group. You will review investor CRM information and prepare capital calls for new clients, reporting to Fund Controllers and Managers.

High performers may advance within Client Onboarding and System Solutions Team. The role requires a Bachelor's degree with finance/accounting focus and 1+ year of experience, plus proficiency in Excel/Word/Outlook and knowledge of