Investor Onboarding Associate

This Associate position focuses on driving the fund closing process by working directly with prospects and existing clients. The role serves as a key operational liaison across internal groups; including investor relations, legal, compliance, tax, accounting, and investments, as well as third-party administrators. Candidates need a background in client service with a clear understanding of onboarding requirements for both institutional and private wealth clients. The ideal candidate brings great analytical, problem-solving, and prioritization skills to manage competing deadlines while delivering consistent results. Ultimately, this professional operates both independently and collaboratively to optimize processes and deliver an exceptional overall client experience. This is a temporary position that is expected to last about 12 months.  Screening Requirements: Background Check 

salary: $45 - $50 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School

Responsibilities

• Review subscription and Know Your Customer documents, directly communicating with clients to ensure all paperwork is complete while maintaining a high-quality client experience.

• Direct and coordinate client fund closing activities across Evergreen and commingled fund strategies in partnership with cross-functional teams like legal, compliance, tax, accounting, and investments.

• Manage and oversee third-party Fund Administrators to ensure effective collaboration throughout the entire onboarding process.

• Build and maintain working relationships with internal and external partners to track upcoming onboarding activity, clarify expectations, monitor risks, and manage changing schedules.

• Identify opportunities to improve procedural consistency, enhance the client onboarding experience, and drive operational efficiencies.

Qualifications: 

• At least 6 years of Financial Service experience 
• Excellent communication and attention to detail
• Proficiency with Salesforce and Microsoft Office Suite 

Skills

• Investor Relations
• Investor Types
• IRA
• Pensions
• Trust Documents
• Critical Thinking
• Subscription Agreements
• attention to detail
• Financial Services

Qualifications

• Years of experience: 6 years
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact View email address on randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.