Senior Client Onboarding Specialist

Standish Management, LLC; Raleigh (NC); On-site; USD 74,000 - 82,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

Life insurance

HSA/FSA options

Disability/maternity/paternity plans

401K

Flexible vacation plan

Sick time accrual

Holidays + year-end closure

Flexible work environment

Job summary

Standish Management, LLC is seeking a client services professional to help onboard new clients to the fund accounting group. The Client Associate Senior Associate will review or compile investor CRM information and prepare capital calls for new clients.

This role reports to the Fund Controllers and Managers and offers growth within the Client Onboarding and System Solution Team. Responsibilities include onboarding activities, data organization, and collaboration with tech and operations to

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

Excel

Word

Outlook

Attention to detail

Written communication

Verbal communication

Teamwork

Multi-tasking

Education

Bachelor's Degree in Finance/Accounting/Economics

Tools

QuickBooks

Job description

Standish Management, LLC is seeking a client services professional to help onboard new clients to the fund accounting group. The Client Associate Senior Associate will review or compile investor CRM information and prepare capital calls for new clients.

This role reports to the Fund Controllers and Managers and offers growth within the Client Onboarding and System Solution Team. Responsibilities include onboarding activities, data organization, and collaboration with tech and operations to