Client Onboarding Senior Associate
3 days 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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Client Onboarding Senior Associate
1 week ago
Halifax, Nova Scotia, Canada Standish Management, LLC Full timeWe 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...
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KYC Client Onboarding Analyst
3 days ago
Halifax, Canada RBC Full timeJob Description What is the opportunity? 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...
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Client Onboarding Specialist
2 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
4 weeks 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
4 weeks 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
4 weeks ago
Halifax, Canada ESO Full timeAbout ESO 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're small enough to be nimble and fun, but big enough to be a great...
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Senior Onboarding Integration Engineer
4 weeks ago
Halifax, Canada ESO Full timeAbout ESO 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're small enough to be nimble and fun, but big enough to be a...
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Senior Onboarding Integration Engineer
4 weeks ago
Halifax, Canada ESO Full timeAbout ESO 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're small enough to be nimble and fun, but big enough to be a great...
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Senior Onboarding
4 weeks ago
Halifax, Canada ESO Full timeA fast-growing technology company in Halifax is seeking a Senior Integration Engineer to support client onboarding by creating effective integration solutions. This position involves working with clients to customize applications as needed, ensuring seamless software integrations, and tackling technical issues proactively. Ideal candidates will have a strong...
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Senior Onboarding
4 weeks ago
Halifax, Canada ESO Full timeA fast-growing technology company in Halifax is seeking a Senior Integration Engineer to support client onboarding by creating effective integration solutions. This position involves working with clients to customize applications as needed, ensuring seamless software integrations, and tackling technical issues proactively. Ideal candidates will have a strong...
