Client Onboarding Officer

ABOUT US:

As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions.

With a deep understanding of what it takes to succeed in alternatives, we believe in being different in what we do, how we work, and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take. 

Find out more about life at Alter Domus at careers.alterdomus.com  

The Officer, Client Onboarding Support is responsible for executing and coordinating client onboarding activities across onshore and offshore teams. This role focuses on delivering consistent, high-quality onboarding experiences, ensuring adherence to established processes, timelines, and governance standards. The Senior Officer serves as a key liaison across internal functions, supporting end-to-end onboarding, data migration, and offboarding activities.

KEY RESPONSIBILITIES:

Onboarding & Project Coordination

• Support end-to-end onboarding activities across private equity, real estate and private credit business segments
• Follow onboarding workflows, ensuring tasks are completed accurately and within established timelines.
• Support the onboarding lifecycle, including:
• Client setup and activation
• Data migration tracking and coordination
• Offboarding and client transitions
• Ensure all onboarding documentation and deliverables are completed, validated, and properly recorded.
• Track timelines, deliverables, and dependencies through go-live and deal closing
• Maintain onboarding checklists, trackers, and status reporting

Cross-Functional Stakeholder Coordination

• Act as a coordination point across internal teams to support seamless onboarding execution, including:
• Line of Business (LOB) teams
• Legal & Compliance
• Core Client Delivery Operations (Investor Services, Payments, Platform Delivery/Technology, Reconciliations)
• Track dependencies across functions and follow up to ensure timely completion of activities.
• Escalate issues, delays, or risks to onboarding managers when appropriate to ensure onboarding readiness.
• Lead/participate in kickoffs, status calls, and follow-ups
• Provide proactive updates, track open items, manage expectations, and escalate risks as needed

Documentation & Compliance

• Coordinate and review KYC/AML documentation (entity data, ownership, tax forms)
• Assist with deal document review (LPA, credit agreements, fee letters, legal docs)
• Support closing readiness, ensuring all required documentation is complete and accurate
• Ensure compliance with internal policies and regulatory standards

Reporting & Continuous Improvement

• Identify workflow gaps and support improvements to onboarding processes
• Contribute to SOPs, templates, and best practices for onboarding

SPECIFIC RESPONSIBILITIES INCLUDE:

• Manage onboarding frameworks, including folder structures, checklists, and required setup activities (e.g., CRM, SFTP, distribution lists, bank setup, branding, platform liaison)
• Collect, process, and submit KYC documentation while supporting CAC requirements and internal compliance workflows
• Track and coordinate legal and closing documentation, including governing documents and agreements, fee letters, and closing sets, ensuring completeness and accuracy
• Partner with internal teams (Legal, Compliance, Operations) and clients to manage deliverables, follow up on open items, and meet agreed timelines
• Support execution of MSAs for sub-agent deals, including coordination and follow-ups with commercial and legal stakeholders

YOUR PROFILE:

Qualifications

• 1+ years’ work experience in client onboarding, loan operations, or financial services or an equivalent role in a growth company.
• Exposure to agency lending, loan administration, or capital markets preferred
• Working knowledge of KYC/AML and onboarding documentation
• Strong organizational skills with ability to manage multiple priorities
• Proficiency in Excel and PowerPoint; project tools a plus

Key Soft Skills

• Client-focused: Responsive, professional, service-oriented
• Communication: Clear and concise with clients and internal teams
• Detail-oriented: Strong document review and quality control
• Time management: Handles multiple onboarding projects effectively
• Problem-solving: Identifies issues and drives resolution
• Collaboration: Works well across teams and functions
• Adaptability & ownership: Thrives in a fast-paced environment and takes accountability