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Natixis Investment Managers · 4 days ago

Client Onboarding Specialist

San Francisco, CA

Full-time

Hybrid

Mid Level

$55K/yr - $95K/yr

3+ years exp

Natixis Investment Managers is dedicated to helping clients customize portfolios for specific investment objectives. The Client Onboarding Specialist is responsible for ensuring each account is onboarded according to its custom instructions and involves building relationships with advisors and coordinating the onboarding process.

Asset ManagementFinancial ServicesImpact Investing

H1B Sponsor Likely

Responsibilities

Develop an in-depth understanding of AIA’s custom solutions and investment process

Build strong relationships with advisors and provide assistance with the new account onboarding process

Monitor and review incoming new accounts across multiple programs and platforms and coordinate with advisors, sponsors, and custodians

Prepare new accounts to trade, including a review of necessary documentation and organizing data in Excel

Review maintenance requests such as style changes, tax strategy changes, and adding/removing restrictions and organize data in Excel

Follow up with sponsor firms to acquire missing cost basis information and missing special instructions

Coordinate with Portfolio Managers and other internal teams, ensuring accounts are in good order before trading

Review accounts after implementation to ensure that gains/losses are recognized accurately. Resolve discrepancies as needed

Review restrictions on a periodic basis to ensure applicability and validate and resolve any conflicting restrictions

Assist with the confirmation of client annual gain budget updates, as needed

Manage Salesforce-based requests, dashboards, and workflows

Identify any operational improvements, innovation or automation opportunities inside and outside the department and document and maintain procedures

Represent AIA for any legal contract, due diligence, RFP, audit or compliance requests or reviews as needed

Other responsibilities and projects as assigned

Qualification

Financial services experienceSeries 65 certificationMS Office proficiencySalesforce experienceProblem-solving skillsInterpersonal skillsOrganizational skillsAttention to detailFlexibilityAdaptabilityTeam collaboration

Required

A minimum of 3 years of relevant financial services/asset management experience or equivalent internal experience

Series 65 required

Proficient in MS Office (Word, Excel, PowerPoint, Outlook)

Client-focused; professional attitude; excellent interpersonal, verbal, and written communication skills

Excellent organizational and follow-up skills, with outstanding attention to detail

Flexibility and adaptability sufficient to work in a fast-paced environment and meet and execute multiple tasks within tight time frames

Ability to work independently as well as collaboratively within a team environment

Excellent problem-solving skills

Bachelor's degree

Preferred

Prior experience with Separately Managed Accounts/UMAs

Experience with Salesforce

Experience with DocuSign and creating, editing, and managing documents using Adobe Acrobat

Knowledge of portfolio accounting systems, business intelligence tools, and relational databases

Knowledge of tax and accounting concepts and principles

Benefits

Comprehensive medical, dental and vision insurance

Paid time off

401k plan

Tuition reimbursement

Student loan repayment program

Wellness benefits

Volunteer programs

Company

Natixis Investment Managers

Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers.

Founded in 1984

Paris, Ile-de-France, FRA

201-500 employees

https://www.im.natixis.com

H1B Sponsorship

Natixis Investment Managers 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 (1)

2023 (2)

2022 (1)