Client Onboarding Analyst

Greenwich, CT

We are seeking a highly motivated and hardworking Client Onboarding Analyst to join the Client Onboarding group.


  • Coordinate new fund launches by interacting with both internal and external counterparties
  • Ensure completion of all internal deliverables prior to account / fund launches via a proprietary workflow management tool utilized to streamline the overall process.
  • Coordinate communication and updates to business pipeline
  • Manage, track and escalate key milestones/deliverables
  • Participate in strategic initiatives that will continue to enhance and further streamline the onboarding process



  • Bachelor’s degree in Business, Finance, Accounting or related field
  • 2-4 years of experience in financial services, preferably in Asset Management at a buy side firm, is preferable
  • Strong client focus and ability to partner with various internal groups and front office.
  • Individual must be results driven, pay attention to detail and be willing to break down barriers and obstacles
  • Strong working experience with Microsoft Office Suite


Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 10/4/2017
Salary $75,000 - $95,000

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