Position Summary

Responsibilities

Key Responsibilities

• Ensure timely communication of all required operational information for client accounts.
• Assist internal onboarding execution, serving as primary coordinator across all internal stakeholders.
• Provide expertise as an operational subject matter expert with regards to onboarding of funds and SMAs, ensuring all details are fully researched and addressed by all affected groups in the firm.
• Coordinate the opening and closing of client accounts on the accounting platform using the client and account utilities.
• Gather, organize, and track onboarding documentation and requirements using Salesforce and other tracking systems.
• Coordinate with operations, legal, compliance, investment management, and other internal teams to execute onboarding tasks.
• Assist with handling internal operational items, coordinating across functional areas to address client needs
• Provide day-to-day operational support to the Senior Client Service Executive.
• Work closely with Junior Client Service Associate on daily operational.
• Maintain accurate, up-to-date client information, files, and documentation in Salesforce: meeting notes, communications, action items, reports, presentations, and correspondence. Ensure data consistency across all client records.
• Support preparation and coordination of timely DDQ responses across internal teams.

Qualifications

Basic Qualifications:

• Bachelor's degree or equivalent experience
• 2+ years of experience in operations, client support, or project coordination within asset management
• Strong project coordination and workflow management skills
• Proficiency in Salesforce (or other CRM), Excel, Word, PowerPoint, and Outlook
• Strong attention to detail and organizational skills
• Effective written and verbal communication skills
• Ability to manage multiple tasks and meet deadlines

Preferred Qualifications:

• Experience with client onboarding in asset management or financial services
• Familiarity with Fixed Income products or institutional asset management
• Understanding of front-office and middle-office workflows
• Experience with institutional clients (asset managers, insurance companies, pension funds)
• Exposure to compliance and regulatory documentation

We are not seeking agency assistance with this role.

We are unable to consider candidates who require current or future visa sponsorship for employment in the United States.  Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.

Salary Range

Annual base salary between

The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.