Financing Solutions Onboarding Pro

Aditi Consulting; Boston (MA); In loco; USD 48.000 - 52.000; Tempo pieno

Vantaggi offerti da questo lavoro

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

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Client onboarding

Project coordination

Multitasking

Communication skills

Attention to detail

MS Office

Strumenti

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

Descrizione del lavoro

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.