Client Onboarding Associate at Standish Management, LLC in Seattle, WA

Summary: Standish Management is a provider of specialized fund administration services for private equity funds. The Client Onboarding Associate will be responsible for onboarding new clients, maintaining investor information, and providing administrative support to the Client Onboarding and System Solutions Team. Responsibilities: - Assist internal engagement teams with onboarding activities, such as providing access to folders, group mailboxes, and other engagement activities - Compile and organize investor CRM information - Assist with data validations, loads, and reconciliations for client implementations - Communicate and provide information to the technology team to set up client portals - Assist with client workspace setup within Standish’s project management software - Provide general administrative support to the Client Onboarding and System Solutions Team - Collaborate with the Client Onboarding Fund Controllers to develop and implement best practices Required Qualifications: - Bachelor's Degree or equivalent relevant experience required - 1+ years of experience in a client‐oriented professional office environment, preferably in a related industry - Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook - Ability to manage high volume workload by multi-tasking and prioritizing - Excellent written and verbal communication skills - Exceptional organizational skills and attention to detail - Strong interpersonal skills with the ability to interact professionally with all levels of internal and external parties - Ability to work independently and exercise professional judgment - Team player with a strong work ethic - Adept using web-based data entry databases Preferred Qualifications: - Familiarity with CRM systems a plus (Allvue, eFront, etc.) Required Skills: Client onboarding, Microsoft Excel, CRM systems Important Skills: Project management software Nice-to-Have Skills: Web-based data entry, Written communication, Verbal communication, Organizational skills, Interpersonal skills, Independent work, Team player Benefits: Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options, Comprehensive disability/maternity and paternity plans, 401K eligibility after 3 months, Flexible Vacation Plan, Sick Time Accrual Plan, 8-10 standard holidays along with year-end office closure, We provide a hybrid work environment for employees