What are the responsibilities and job description for the Client Onboarding Associate position at Atlantic Group?
Job Overview – Client Onboarding Associate (Hybrid):
Compensation: $90,000 – $125,000/year base ($130,000 – $140,000 All-In)
Location: Stamford, CT
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Client Onboarding Associate for our client in Stamford, CT (Hybrid). This role offers the opportunity to join a high-performing operations team within a leading asset management or hedge fund firm. You’ll manage complex onboarding events, lead cross-functional coordination with custodians and administrators, and enhance the client experience through scalable process improvements and in-depth product knowledge across equity and derivatives markets.
Responsibilities as the Client Onboarding Associate:
- Project Management: Lead onboarding events including fund launches, terminations, strategy changes, and custody transitions.
- Cross-Functional Coordination: Serve as the main point of contact between internal teams, brokers, custodians, and administrators.
- Client Communication: Manage client and stakeholder inquiries, ensuring timely updates and issue resolution.
- Operational Process Improvement: Identify and implement workflow efficiencies and scalable onboarding solutions.
- Documentation & Tracking: Oversee account setup, prepare documentation, and maintain accurate records using internal systems.
- Meeting Facilitation: Lead internal and client-facing meetings to align goals, timelines, and deliverables across teams.
Qualifications for the Client Onboarding Associate (Hybrid):
- Education: Bachelor’s degree in Finance, Business Administration, or a related field required.
- Experience: 3-7 years in operations or client onboarding within asset management, hedge funds, or investment banking.
- Technical Skills: Strong proficiency in Excel and SQL, with familiarity in proprietary onboarding platforms preferred.
- Product Knowledge: Deep understanding of equity and derivative products (OTC, FX, etc.) with experience supporting hedge fund operations or data strategy preferred.
- Skills & Attributes: Analytical and well-organized with strong communication skills, attention to detail, and a process-oriented approach in a fast-paced, collaborative environment.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
#44247
Salary : $90,000 - $125,000
