Client Onboarding Lead
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Job Description
Client Onboarding Lead managing onboarding processes for institutional clients in investment services. Leading communications and supporting service delivery transition with cross-functional teams.
Responsibilities:
- Lead the full onboarding lifecycle for new institutional clients, from kickoff through transition to long-term support teams
- Coordinate onboarding communications with clients, third parties, and cross-functional internal teams via email, phone, and virtual meetings to drive alignment and progress
- Partner with subject matter experts to facilitate onboarding activities and enable effective transfer of role-specific knowledge
- Review complex institutional client organizational structures and fund family hierarchies across globally domiciled funds to support accurate onboarding and setup
- Gather required information, supporting documentation, and data to enable successful onboarding
- Track onboarding milestones, identify bottlenecks, and drive timely resolution to maintain progress
- Provide regular onboarding status updates to management and escalate issues as appropriate
- Recommend and support process improvement initiatives to enhance speed, operational efficiency, and client experience
- Maintain ongoing client communication post-onboarding to manage updates to client structures and fund hierarchies
- Update and maintain client structures and fund hierarchies in internal systems and communicate changes to relevant internal teams
- Provide cross-functional departmental support through cross-coverage and ad hoc assignments as needed.
Requirements:
- Bachelor's degree required; relevant experience considered in lieu of degree
- Minimum 5 years of professional experience, with preferred 1–3 years in client onboarding or implementation roles
- Prior experience in legal or financial services preferred
- Strong organizational, time management, and prioritization skills
- Excellent written and verbal communication skills
- High attention to detail and accuracy
- Ability to analyze client data and perform list comparisons
- Effective problem-solving and issue resolution skills
- Ability to work independently and in a team environment
- Strong interpersonal skills and stakeholder engagement
- Willingness and ability to work extended hours and respond to emails outside standard business hours, as needed.
- Experience with Microsoft 365, Adobe, DocuSign, and web browsers preferred.
Benefits:
- Reliable internet access is required for remote work
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