• Location: Boston MA
• Type: Contract
• Job #26786

Company Overview:
A global investment firm is seeking a contract Client Onboarding Manager. This role involves managing the client onboarding team and performing hands-on client onboarding work to ensure a positive client experience.

Job Responsibilities:

• Manage the client onboarding team and perform hands-on client onboarding work.
• Coordinate onboarding and account opening for a range of clients.
• Serve as a primary point of contact for new clients and Investment Teams.
• Prepare investment advisory agreements and associated account opening documentation.
• Review client account structures and Know Your Client (KYC) documentation.
• Ensure compliance with Anti-Money Laundering (AML) regulations.
• Set up internal accounts and log client information.
• Facilitate client third-party account set-up (e.g., custodian, brokerage).
• Maintain and log all client documentation.
• Ensure seamless hand-off to Client Service team once account opening is complete.
• Work with Portfolio Reporting team to coordinate client reporting requirements.
• Drive excellence in operations and client service across Institutional and Private client relationships.
• Manage operations communication externally with clients and their counterparties.
• Collaborate with internal stakeholders in managing client relationships.
• Maintain and update the onboarding checklist, KPI dashboard, and Onboarding database.
• Respond to operations-related RFP inquiries and requests for prospective clients.
• Assist with creating materials used in client meetings.
• Assist with the population and development of internal client information databases.

Qualifications:

• Experience in client onboarding and managing a team.
• Familiarity with investment advisory agreements and account opening documentation.
• Knowledge of Know Your Client (KYC) and Anti-Money Laundering (AML) regulations.
• Proficiency in setting up client accounts and maintaining client documentation.
• Ability to collaborate with internal and external stakeholders.
• Strong attention to detail and organizational skills.

Compensation:
Pay Rate: $60 – $75/hr