Standish Management, LLC · 1 day ago
Client Onboarding Associate
Seattle, WA
Full-time
Hybrid
Entry Level
1+ years expStandish Management, LLC is a provider of specialized fund administration services for private equity funds. The Client Onboarding Associate will play a key role in onboarding new clients, compiling investor information, and assisting with client deliverables.
Venture Capital & Private Equity
Responsibilities
Assist internal engagement teams with onboarding activities, such as providing access to folders, group mailboxes, and other engagement activities
Compile and organize investor CRM information
Assist with data validations, loads, and reconciliations for client implementations
Communicate and provide information to the technology team to set up client portals
Assist with client workspace setup within Standish’s project management software
Provide general administrative support to the Client Onboarding and System Solutions Team
Collaborate with the Client Onboarding Fund Controllers to develop and implement best practices
Qualification
Required
Bachelor's Degree or equivalent relevant experience required
1+ years of experience in a client‐oriented professional office environment, preferably in a related industry
Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook
Ability to manage high volume workload by multi-tasking and prioritizing
Excellent written and verbal communication skills
Exceptional organizational skills and attention to detail
Strong interpersonal skills with the ability to interact professionally with all levels of internal and external parties
Ability to work independently and exercise professional judgment
Team player with a strong work ethic
Adept using web-based data entry databases
Preferred
Familiarity with CRM systems a plus (Allvue, eFront, etc.)
Benefits
Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
Comprehensive disability/maternity and paternity plans
401K eligibility after 3 months
Flexible Vacation Plan
Sick Time Accrual Plan
8-10 standard holidays along with year-end office closure
We provide a hybrid work environment for employees
Company
Standish Management, LLC
Standish provides fund administration services for general partners and managers of private equity funds, specializing in buyout, VC, real estate & fund of funds.
1001-5000 employees
H1B Sponsorship
Standish Management, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (48)
2024 (25)
2023 (13)
2022 (18)
2021 (7)
2020 (5)
Funding
Current Stage
Late StageLeadership Team
Michael Murphy
Chief Financial Officer
Mike Cunningham
Chief Financial Officer
Recent News
2023-07-18
GlobalFinTechSeries
2022-03-30
Company data provided by crunchbase