Client Onboarding Senior Associate
3 weeks 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 weeks 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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AML Senior Associate
4 hours ago
Halifax, Nova Scotia, Canada Standish Management 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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Associate, Private Client Management
20 hours ago
Halifax, Canada CI Financial Full timeWe are currently seeking an Associate to join our Private Client Group. In this role, the Associate will support the Investment Counsellor for the Atlantic region, focusing on clients with assets in excess of $3 million. What you will do The associate will support the Investment Counsellor in preparation for client meetings, including creation and editing of...
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Client Service Associate
1 week ago
Halifax, Canada Scotiabank Full timeRequisition ID: 171479 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Client Service Associate, you will contribute to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies...
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Analyst, Client Onboarding
2 days ago
Halifax, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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KYC Onboarding Specialist – North America
3 weeks ago
Halifax, Canada RBC Full timeA leading financial institution is seeking a KYC Onboarding Associate to join their Business & Client Services team. The role involves managing client onboarding for Corporate Banking and performing due diligence in line with KYC and AML regulations for Canada and the USA. Candidates should have at least 2 years of experience in KYC/AML roles and a relevant...
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Wealth Management Client Services Associate
3 weeks ago
Halifax, Canada RBC Full timeA leading investment firm in Halifax is seeking an Associate to provide essential administrative support to the advisory team. Responsibilities include managing client account timelines and inquiries, onboarding new clients, and coordinating meetings. Candidates should have the Canadian Securities Course and strong skills in Microsoft Office. This full-time...
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Halifax, Canada MUFG Investor Services Full timeA leading financial services provider in Halifax is seeking a Senior Associate for Client Delivery responsible for fund accounting services to private equity clients. You'll prepare NAV packages, communicate with clients, and assist with financial statements. A university degree or professional designation (ACCA, CPA, CMA) is advantageous. Prior fund...
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Halifax, Canada Mufg Investorservices Full timeSenior Associate, Client Operations, Fund AdministrationFull-timeRank: Senior AssociateEmployment Type: Permanent Full TimeExperience something Brilliantly Different with a career at MUFG Investor Services.Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, and we partner with over 480 loyal global investment...
