Client Onboarding Specialist

Client Onboarding Specialist

Position Overview

A well-established real estate investment firm is seeking a detail-oriented and motivated Client Onboarding Specialist to join its Asset Management team. This position combines client and investor support, data management, financial reporting, and administrative responsibilities.

The ideal candidate will have experience in real estate, banking, lending, or financial services and be comfortable managing large amounts of information, maintaining accurate records, and supporting multiple projects and deadlines. Strong organizational skills, attention to detail, and a customer-focused approach are essential for success in this role.

Key Responsibilities

• Coordinate quarterly and annual investor reporting, including preparing financial data and customized reports.
• Maintain and update internal databases to ensure accuracy and completeness of client and investor information.
• Upload financial reports and other documentation to investor portals.
• Respond to investor inquiries and assist with requests for financial and property information.
• Prepare and maintain monthly property occupancy reports.
• Assist with distribution-related activities, including invoicing, payment tracking, and documentation.
• Gather and organize financial information from guarantors and other relevant parties.
• Track property-related information, including taxes, insurance, and financial reporting requirements.
• Monitor property and liability insurance documentation to ensure records remain current.
• Coordinate the collection of required annual investor documentation.
• Support annual reporting and year-end administrative processes.
• Work closely with the accounting team to process departmental invoices and maintain accurate financial records.
• Organize and maintain electronic files, reporting systems, and internal documentation.
• Assist with scheduling meetings, training sessions, conferences, and company events.
• Maintain departmental administrative records and tracking schedules.
• Assist senior management with special projects and additional operational needs.

Qualifications

• Bachelor's degree from an accredited college or university preferred.
• Minimum of 1–2 years of relevant professional experience.
• Experience in real estate investment, property management, banking, lending, or financial services is highly desirable.
• Strong proficiency in Microsoft Office, particularly Excel.
• Experience working with financial databases, reporting systems, or client and investor portals is a plus.
• Familiarity with real estate finance terminology and investment-related documentation preferred.
• Excellent organizational skills and strong attention to detail.
• Ability to manage multiple assignments and meet competing deadlines.
• Strong written and verbal communication skills.
• Comfortable working independently while collaborating with various departments.
• Ability to handle confidential financial and investor information.
• Self-motivated, adaptable, and eager to take on additional responsibilities.

Ideal Candidate Backgrounds

Candidates with experience in any of the following areas are encouraged to apply:

• Client Onboarding and Client Services
• Investor Relations Support
• Real Estate Data Management
• Real Estate Lending Operations
• Banking or Financial Services Operations
• Property Management Administration
• Bookkeeping or Accounting Support
• Financial Reporting and Database Administration
• Customer Service within Real Estate or Financial Services