Standish Management UK · 2 weeks ago
Client Onboarding Associate
Chicago, IL
Full-time
Onsite
Entry Level
$62K/yr - $67K/yr
1+ years expStandish Management UK is a provider of specialized fund administration services for Managers and General Partners of private equity funds. The Client Onboarding Associate role is crucial for onboarding new clients to the fund accounting group, involving tasks such as organizing investor information and assisting with client deliverables.
Financial Services
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
Company
Standish Management UK
We are a 100% employee-owned provider of specialised fund administration services for Managers and General Partners of private equity funds, generally: Buy-out, Venture Capital, Real Estate and Fund-of-Funds.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase