Client Onboarding Senior Associate
1 week ago
1 day ago Be among the first 25 applicants We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‑out, Venture Capital, Real Estate and Fund‑of‑Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently. Position Overview Exciting opportunity for a client services professional to join a rapidly growing fund administration firm The Senior Associate role plays a key role in helping to onboard new clients to Standish’s fund accounting group. The Senior Associate will be responsible for reviewing or compiling investor CRM information and preparing capital calls for new clients. This role will report directly to the Fund Controllers and Managers in the group. High performers will have the opportunity to progress within the Client Onboarding and System Solution 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 Qualifications And Experience Bachelor's Degree required (Finance/Accounting/Economics concentration preferred) 1+ year of work experience required Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook Knowledge of various investment accounting concepts (knowledge of alternative investments is a plus) Familiarity with QuickBooks or other accounting reporting systems preferred Attention to detail Strong written and verbal communication Able to multi- task Ability to work in a team and individually Strong organizational skills and work ethic Adept using web-based data entry databases Seniority level Entry level Employment type Full-time Job function Finance and Sales Industries Venture Capital and Private Equity Principals Halifax, Nova Scotia, Canada #J-18808-Ljbffr
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Associate Director, Client Data—Onboarding
2 weeks ago
Halifax, Canada MUFG Investor Services Full timeA global financial services firm based in Halifax is seeking a Mid-Senior level professional to manage all aspects of system and static data setup for client onboardings. Responsibilities include liaising with stakeholders, creating client records, and collaborating on data automation. Ideal candidates will have experience in Public Accounting or Private...
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Associate Director, Client Data—Onboarding
2 weeks ago
Halifax, Canada MUFG Investor Services Full timeA global financial services firm based in Halifax is seeking a Mid-Senior level professional to manage all aspects of system and static data setup for client onboardings. Responsibilities include liaising with stakeholders, creating client records, and collaborating on data automation. Ideal candidates will have experience in Public Accounting or Private...
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Associate Director, Client Data—Onboarding
2 weeks ago
Halifax, Canada MUFG Investor Services Full timeA global financial services firm based in Halifax is seeking a Mid-Senior level professional to manage all aspects of system and static data setup for client onboardings. Responsibilities include liaising with stakeholders, creating client records, and collaborating on data automation. Ideal candidates will have experience in Public Accounting or Private...
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KYC Client Onboarding Analyst
3 weeks ago
Halifax, Canada RBC Full timeJob Description This is an exciting opportunity to join the Business & Client Services (BCS) group at RBC Capital Markets as an Associate, KYC Onboarding. In this role, you will provide exceptional client onboarding services to institutional customers, serving as a subject matter expert for the Corporate Banking business group. You will leverage your...
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KYC Client Onboarding Analyst
4 weeks ago
Halifax, Canada RBC Full timeJob Description This is an exciting opportunity to join the Business & Client Services (BCS) group at RBC Capital Markets as an Associate, KYC Onboarding. In this role, you will provide exceptional client onboarding services to institutional customers, serving as a subject matter expert for the Corporate Banking business group. You will leverage your...
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Client Onboarding Specialist
3 days ago
Halifax, Canada ZayZoon Full time**Canada /** Calgary, Alberta /** Edmonton, Alberta /** Halifax, Nova Scotia /** Toronto, Ontario** **Success - Partner Success /** **Fulltime /** **Remote** **WHO WE ARE** **Our goal is to save ten-million hard-working employees ten-billion dollars.** We are a **values driven, well-funded,** and **fast-growing** Financial Technology and HR company. We...
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Senior Onboarding Integration Engineer
3 days ago
Halifax, Canada ESO Full timeOverview ESO is a fast-paced, growing data, technology, and research company passionate about improving community health and safety through the power of data. We pioneer innovative, user-friendly software to meet the changing needs of today's EMS agencies, fire departments, and hospitals. We serve thousands of customers out of the United States, Belfast,...
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Senior Onboarding Integration Engineer
2 days ago
Halifax, Canada ESO Full timeOverview ESO is a fast-paced, growing data, technology, and research company passionate about improving community health and safety through the power of data. We pioneer innovative, user-friendly software to meet the changing needs of today's EMS agencies, fire departments, and hospitals. We serve thousands of customers out of the United States, Belfast,...
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Tax Onboarding Analyst
3 weeks ago
Halifax, Canada RBC Full timeJob Description What is the Opportunity / Job Description Summary: The role supports the local compliance of RBC’s tax obligations by ensuring the timely and accurate tax onboarding of clients to RBC Capital Markets. You will work within the Tax Operations team to manage in-scope tax regulations, ensuring that all client documentation and regulatory...
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Senior Onboarding
3 days ago
Halifax, Canada ESO Full timeA growing technology company in Halifax, Nova Scotia, is seeking a Senior Integration Engineer to design and implement integration solutions for their Billing and Dispatch software. The successful candidate will collaborate with clients to ensure smooth onboarding, troubleshoot technical issues, and document processes. This full-time role offers...
