Tech Stack

Description

You will coordinate onboarding activities for new accounts, maintain documentation, and partner with internal teams to ensure smooth account start-ups. This role offers broad exposure to business development and client onboarding within Acadian's Global Client Group, helping bridge the transition from prospect to client.

Requirements

• Bachelor’s degree in Finance, Business, Economics, Mathematics, or a related field
• 1-5 years of experience in financial services client onboarding, account implementation, or client service functions within an asset management or financial services environment
• Strong proficiency in Salesforce, Microsoft Word and Excel with the ability to organize, analyze, and communicate information clearly
• Familiarity with onboarding platforms and internal reporting systems
• Exceptional attention to detail and a high degree of accuracy when managing data, documentation, and workflows
• Strong organizational skills and the ability to manage multiple priorities in a deadline-driven environment
• Excellent written and verbal communication skills, with the ability to collaborate effectively across cross-functional teams
• A team-oriented mindset, with a willingness to support colleagues and contribute to collective outcomes
• Strong analytical, critical thinking, and problem-solving skills, with sound judgment and the ability to escalate issues appropriately

Responsibilities

• Support and partner with the VP, Business Operations and Onboarding in coordinating the onboarding of new Americas accounts
• Track committed but not yet funded business, ensuring key milestones, timelines, and next steps are clearly documented and communicated
• Serve as a point of contact during the onboarding phase, supporting both internal stakeholders and external clients through meeting coordination, communications, and follow-ups
• Prepare onboarding materials, process documentation, and system setups
• Help ensure consistent, timely, and high-quality client communications throughout the onboarding process
• Maintain accurate onboarding milestones and client data within Salesforce and related reporting tools
• Document onboarding workflows, best practices, and client-specific requirements to support internal alignment and knowledge sharing
• Contribute to continuous process improvement initiatives aimed at enhancing efficiency and elevating the client onboarding experience
• Assist in Global Client Group projects and initiatives