Client Onboarding Specialist

Aditi Consulting; Boston (MA); On-site; USD 48,000 - 52,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) with employer match

Life insurance

Disability insurance

Commuter benefits

Paid time off

Bereavement leave

Sick leave

Mobile phone reimbursement

Job summary

Aditi Consulting seeks a dedicated onboarding coordinator to support the Financing Solutions Onboarding team, managing documentation, trackers, and stakeholder coordination across Front Office, Operations, Credit, Risk, Compliance, and AML/KYC to ensure a smooth client onboarding experience.

The role requires 3-5 years in client onboarding or related finance operations, strong organization, and excellent communication.

Qualifications

• 3-5 years of experience in client onboarding, account onboarding, operations, middle office, or a related financial services role.
• Strong organizational and project coordination skills.
• Ability to manage multiple priorities and deliverables in a fast-paced environment.
• Excellent verbal and written communication skills.
• Strong attention to detail and problem-solving abilities.
• Proficiency with Microsoft Excel, Word, Outlook, and PowerPoint.

Responsibilities

• Support onboarding activities across the Financing Solutions Onboarding team.
• Collect, review, and organize onboarding information and support documentation.
• Prepare and distribute onboarding packages, questionnaires, information requests, and status updates.
• Maintain onboarding trackers and workflow tools to monitor progress against key milestones.
• Follow up with clients and internal stakeholders on outstanding onboarding requirements.
• Support the coordination of onboarding activities across Front Office, Operations, Credit, Risk, Compliance, and AML/KYC teams.
• Maintain accurate records and documentation throughout the onboarding process.
• Produce onboarding status reports and management updates.
• Support account setup and onboarding readiness activities.
• Assist with post-onboarding requests and related administrative activities.

Skills

Client onboarding

Project coordination

Multitasking

Communication skills

Attention to detail

MS Office

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

Job description

Payrate:

$35.00 - $38.00/hr.

Summary:

We are seeking a candidate to support the Financing Solutions Onboarding team. This individual will provide onboarding support throughout the client onboarding lifecycle, assisting with documentation management, onboarding workstreams, status tracking, and stakeholder coordination. The successful candidate will work closely with Front Office, Operations, Credit, Risk, Compliance, AML/KYC, and other internal stakeholders to support onboarding activities and deliver high-quality client experience. The role requires strong organizational skills, attention to detail, and the ability to manage multiple onboarding workstreams simultaneously. The individual will support a variety of Financing Solutions onboarding activities as business needs require.

Responsibilities

• Support onboarding activities across the Financing Solutions Onboarding team.
• Collect, review, and organize onboarding information and support documentation.
• Prepare and distribute onboarding packages, questionnaires, information requests, and status updates.
• Maintain onboarding trackers and workflow tools to monitor progress against key milestones.
• Follow up with clients and internal stakeholders on outstanding onboarding requirements.
• Support the coordination of onboarding activities across Front Office, Operations, Credit, Risk, Compliance, and AML/KYC teams.
• Maintain accurate records and documentation throughout the onboarding process.
• Produce onboarding status reports and management updates.
• Support account setup and onboarding readiness activities.
• Assist with post-onboarding requests and related administrative activities.

Required Qualifications

• 3-5 years of experience in client onboarding, account onboarding, operations, middle office, or a related financial services role.
• Strong organizational and project coordination skills.
• Ability to manage multiple priorities and deliverables in a fast-paced environment.
• Excellent verbal and written communication skills.
• Strong attention to detail and problem-solving abilities.
• Proficiency with Microsoft Excel, Word, Outlook, and PowerPoint.

Skills:

• Experience supporting derivatives, securities finance, financing solutions, prime services, or capital markets products.
• Familiarity with client onboarding and account opening processes within financial services.
• Understanding of OTC derivatives and collateral management concepts.
• Experience working with cross-functional stakeholders including Operations, Risk, Compliance, Credit, and AML/KYC teams.

Pay Transparency:

The typical base pay for this role across the U.S. is: $35.00 - $38.00/hour. Non-exempt positions are eligible for overtime at a rate of 1.5 times the base hourly rate for all hours worked in excess of 40 in a work week, or as required by state or local law. Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education and experience. Full-time employees are eligible to select from different benefits packages. Packages may include medical, dental, and vision benefits, health savings accounts with qualified medical plan enrollment, 10 paid days off, 3 days paid bereavement leave, 401(k) plan participation with employer match, life and disability insurance, commuter benefits, dependent care flexible spending account, accident insurance, critical illness insurance, hospital indemnity insurance, accommodations and reimbursement for work travel, and discretionary performance or recognition bonus. Sick leave and mobile phone reimbursement provided based on state or local law.

Consent to Communication and Use of AI Technology:

By submitting your application for this positionand providing your email address(es) and/or phone number(s), you consent to receive text (SMS), email, and/or voice communication whether automated(including auto telephone dialing systems or automatic text messaging systems), pre-recorded,AI-assisted, or individually initiated from Aditi Consulting, our agents, representatives, or affiliatesat the phone number and/or email address you have provided. These communications may include information about potential opportunities and information. Message and data rates may apply. Message frequency may vary.

You represent and warrant that the email address(es) and/or telephone number(s) you provided to us belong to you and that you are permitted to receive calls, text (SMS) messages, and/or emails at these contacts.You also acknowledge and agree to Aditi Consulting LLC’s use of AI technology during the sourcing process, including calls from an AI Voice Recruiter. AI is used solely to gather data and does not replace human-based decision-making in employment decisions. Calls may be recorded.

Consent is not a condition of purchasing any property, goods, or services. You may revoke your consent at any time by replying “STOP” to messages or by contacting [e-mail] .

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