Client Onboarding Manager

Job Description:

Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Manager role plays a key role in helping to onboard new clients to Standish’s fund accounting group. The Manager is responsible for managing the day-to-day operations of the client onboarding process, which includes preparation of client deliverables and communications.  

Essential Functions:

• Manage staff productivity and provide constructive feedback and coaching
• Manage client and internal stakeholder relationships
• Strong proficiency in various accounting systems and experience with client onboarding and implementations
• Maintain strong relationships with third‐party software and service vendors and their representatives
• Review financial data manipulation, data migration, data reconciliation, and testing related to ongoing operations and onboarding new clients into various software platforms
• Oversight and project management of the entire client onboarding process

Minimum Requirements:

• Bachelor’s Degree required (Finance/Accounting/Economics concentration preferred)
• Previous Private Equity/VC experience and knowledge of Partnership Accounting
• Minimum 3-5 years of public accounting experience or equivalent
• Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook
• Proficiency in Fund Admin Accounting Software (Allvue, Investran, eFront, Dynamo, etc.)
• Attention to detail
• Strong written and verbal communication
• Able to multi- task
• Ability to work in a team and individually
• Strong organizational skills and work ethic
• Adept using web-based data entry database