Client Onboarding Lead

Coordinate onboarding of new Institutional clients for the Firm’s SecuritiesTracker™ portfolio monitoring and securities class action claims filing services, ensuring a seamless transition from onboarding to service delivery. Navigate complex client structures and fund family hierarchies to support effective service delivery.

Responsibilities

• Lead the full onboarding lifecycle for new institutional clients, from kickoff through transition to long-term support teams
• Coordinate onboarding communications with clients, third parties, and cross-functional internal teams via email, phone, and virtual meetings to drive alignment and progress
• Partner with subject matter experts to facilitate onboarding activities and enable effective transfer of role-specific knowledge
• Review complex institutional client organizational structures and fund family hierarchies across globally domiciled funds to support accurate onboarding and setup
• Gather required information, supporting documentation, and data to enable successful onboarding
• Track onboarding milestones, identify bottlenecks, and drive timely resolution to maintain progress
• Provide regular onboarding status updates to management and escalate issues as appropriate
• Recommend and support process improvement initiatives to enhance speed, operational efficiency, and client experience
• Maintain ongoing client communication post-onboarding to manage updates to client structures and fund hierarchies
• Update and maintain client structures and fund hierarchies in internal systems and communicate changes to relevant internal teams
• Provide cross-functional departmental support through cross-coverage and ad hoc assignments as needed

Requirements

• Strong organizational, time management, and prioritization skills
• Excellent written and verbal communication skills
• High attention to detail and accuracy
• Ability to analyze client data and perform list comparisons
• Effective problem-solving and issue resolution skills
• Ability to work independently and in a team environment
• Strong interpersonal skills and stakeholder engagement
• Willingness and ability to work extended hours and respond to emails outside standard business hours, as needed
• Experience with Microsoft 365, Adobe, DocuSign, and web browsers preferred

Qualifications

• Bachelor's degree required; relevant experience considered in lieu of degree
• Minimum 5 years of professional experience, with preferred 1–3 years in client onboarding or implementation roles
• Prior experience in legal or financial services preferred

Work Environment

• Primarily a desk job requiring regular computer and telephone work
• Reliable internet access is required for remote work
• Ability to work under pressure and manage competing priorities
• Ability to multitask efficiently while maintaining accuracy and attention to detail

While the role is remote, employees must reside in one of the states where the firm is authorized to employ remote staff: Pennsylvania (PA), New Jersey (NJ), or Delaware (DE). Applicants must be authorized to work for any employer in the U.S.