Client Onboarding Associate jobs in United States
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KKR · 1 week ago

Client Onboarding Associate

KKR is a leading global investment firm that offers alternative asset management and capital markets solutions. The Client Onboarding Associate will be responsible for managing the onboarding process for new clients, ensuring a high-quality client experience and enhancing operational workflows.

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H1B Sponsor Likelynote

Responsibilities

Serve as the primary point of contact and process owner for the onboarding of new clients across all products and asset classes
Manage end-to-end client onboarding workflows, such as KYC/AML, tax documents, document intake, investor portal setup, and internal system integration
Coordinate across internal teams (legal, compliance, tax, finance, investment teams) to ensure timely and accurate onboarding
Develop and maintain standardized procedures and playbooks for onboarding across fund structures and jurisdictions
Own and enhance onboarding tracking tools, including dashboards, to monitor pipeline progress and identify bottlenecks
Partner with technology teams to build automated and scalable onboarding solutions, and maintain an active backlog of system and workflow enhancements
Contribute to the design and expansion of client self-service capabilities related to onboarding (e.g., data collection portals, onboarding checklists)
Ensure all onboarding-related data, documents, and client records are complete, accurate, and audit-ready
Lead periodic reviews of the onboarding experience to gather feedback and implement improvements that enhance client satisfaction
Maintain and improve onboarding governance, including documentation standards, exception protocols, and data stewardship
Support strategic initiatives related to onboarding, such as new product launches, regulatory updates, or cross-border operational alignment
Serve as data steward with objectives of protecting and enriching investor and commitment data
Continue the enhancement of robust data governance frameworks
Build and support the self-service support framework to ensure we are providing the ideal experience for KKR LPs

Qualification

Client onboardingAlternative investmentsProject managementFinancial services experienceData governanceInterpersonal skillsAttention to detailProblem-solvingTeam collaborationPositive attitude

Required

Four-year bachelor's degree with a strong academic record from an accredited college or university
Three to Five years of relevant experience, preferably working in financial services, consulting, financial administration or law
Understanding of alternative investments and both equity and credit product offerings
Prior relevant client service and project management experience, ideally at an alternative asset management firm and a commitment to providing best-in-class service
Motivated self-starter who will own all operational aspects of the required processes
Articulate, thoughtful professional with the ability listen well and ask targeted questions when needed
Innovative thinker with a desire to build process improvements rooted in agile technology and collaborate with teams across the firm
Extremely high attention to detail and accountability
Ability to maintain impeccable records of investor documents
Highly organized with exceptional attention to detail and excellent follow-through
Grace under pressure, a strong work ethic, 24/7 service mentality and a positive attitude
Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of a broad base of colleagues, and a good sense of humor
An 'always on call' orientation to work
Ability to identify, escalate, and resolve problems/issues

Benefits

Discretionary bonus

Company

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions.

H1B Sponsorship

KKR 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 (25)
2024 (13)
2023 (11)
2022 (22)
2021 (8)
2020 (11)

Funding

Current Stage
Public Company
Total Funding
$4.28B
2025-08-04Post Ipo Debt· $900M
2025-05-20Post Ipo Debt· $550M
2025-03-04Post Ipo Equity· $2.25B

Leadership Team

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Hirofumi Hirano (平野 博文)
Member & Chief Executive Officer of KKR Japan
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Scott Nuttall
Co-Chief Executive Officer
Company data provided by crunchbase