Client Onboarding Associate

Requirements

• Four-year bachelor’s degree with a strong academic record from an accredited college or university
• Three to Five years of relevant experience, preferably working in financial services, consulting, financial administration or law
• Understanding of alternative investments and both equity and credit product offerings
• Prior relevant client service and project management experience, ideally at an alternative asset management firm
• Motivated self-starter who will own all operational aspects of the required processes
• Innovative thinker with a desire to build process improvements rooted in agile technology and collaborate with teams across the firm
• Extremely high attention to detail and accountability
• Ability to maintain impeccable records of investor documents
• Highly organized with exceptional attention to detail and excellent follow-through
• Grace under pressure, a strong work ethic, 24/7 service mentality and a positive attitude
• Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of a broad base of colleagues, and a good sense of humor
• An ‘always on call’ orientation to work
• Ability to identify, escalate, and resolve problems/issues