
Client Onboarding Specialist
2 days ago
We are seeking a skilled Client Onboarding Specialist to assist in the fund closing process. The ideal candidate will have excellent communication skills, be able to prioritize multiple tasks, and work collaboratively with cross-functional teams.
About the Role
This position involves coordinating individual efforts across the firm to build an optimal and efficient process for client onboarding. The successful candidate will develop strong relationships with internal and external partners to stay informed about ongoing activities.
Key Responsibilities
- Support activities associated with closing clients into our various blended fund strategies
- Collaborate with the Client Onboarding team to complete processes according to planned timelines
- Develop working relationships with internal and external partners to keep informed about all ongoing activity
- And other responsibilities as required
Requirements
- Proven track record of prioritizing multiple priorities
- Excellent written and verbal communication skills
- Strong work ethic and genuine passion for excellence and constant improvement
- Excellent client service orientation
- Strong problem-solving and analytical skills
- Ability to work across multiple teams and different levels of seniority
- Experience with the Microsoft suite, preferably with proficiency in Salesforce
- Knowledge of private markets is highly preferred
Education Preferred
Bachelor of Arts or Science (BS/BA) or equivalent experience
Experience
2+ years' experience in financial services, preferably in private equity
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