Partners Capital · 10 hours ago
Client Onboarding Associate
Boston, MA
Full-time
Hybrid
Entry, Mid Level
2+ years expPartners Capital is a company focused on providing exceptional client service and investment management. The Client Onboarding Associate will coordinate the onboarding and account opening for a range of clients, ensuring a positive client experience and maintaining high standards within the Client Operations team.
Financial Services
Responsibilities
Work with members of the Business Development, Investment, Compliance, and Client Operations teams to onboard new client accounts
Preparation of the Partners Capital investment advisory agreement and associated account opening documentation
Reviewing different client account structures and reviewing Know Your Client (KYC) documentation
Ensuring Anti-Money Laundering (AML) regulations are adhered to
Internal account set up and logging of client information
Client third party account set-up (e.g., custodian, brokerage)
Partners Capital client portal account set-up
Maintaining and logging all client documentation
Seamless hand-off to Client Service team once account opening is complete
Work with Portfolio Reporting team to coordinate client reporting requirements
Work with the manager responsible for account onboardings to increase operational efficiency
Drive excellence in operations and client service across a range of Institutional and Private client relationships
Manage operations communication externally with clients and their counterparties
Collaborate closely with internal stakeholders in managing client relationships (e.g. Business Development, Investment Team, Compliance)
Maintain and update Onboarding checklist, KPI dashboard, and Onboarding database
Respond to operations related RFP inquires and requests for prospective clients
Assist with creating materials used in client meetings
Assist with the population and development of internal client information databases
Assess and make recommendations to improve processes and procedures
Collaborate across the team and Firm to implement process improvement initiatives
Support the management team with strategic and tactical onboarding team development projects
Qualification
Required
Strong attention to detail
Communication skills
Ability to multi-task in a fast-paced environment
Ability to multi-task and prioritize daily workloads while working efficiently and accurately
Articulate self-starter with strong analytical and organizational skills
Strong attention to detail
High proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
Excellent interpersonal, problem solving and communication skills
High degree of integrity and professionalism
Team player who is willing to do whatever it takes to contribute to the success of the business
Preferred
Prior experience (2-4 years) in investment operations, investor relations, or onboarding experience is preferred
Benefits
Medical, dental, and vision insurance
Short and long-term disability insurance
Life insurance
Flexible spending accounts
Commuter benefits
Paid time off
401(k) plan with employer matching
Global philanthropy via a charity program and volunteer day
Wellness and social events
Support of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA)
Company
Partners Capital
Partners Capital provides services to investment professionals, foundations, and high net-worth families.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
General Atlantic
2024-02-08Private Equity
2017-04-10Acquired
Leadership Team
Paul Dimitruk
Co-Founder & Senior Partner
Adam Watson
Partner & Head of Asia Pacific
Recent News
Private Equity Wire
2026-01-20
Morningstar.com
2026-01-16
Company data provided by crunchbase