Client Onboarding Lead

🕒 July 18

🏖️ New Jersey, Pennsylvania – Remote

🏖️ New Jersey – Remote 🔔 Pennsylvania – Remote

⏰ Full Time

🟠 Senior

🚀 Onboarding Specialist

👻 Ghost score 30%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Kessler Topaz Meltzer & Check, LLP

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1987

⚖️ Legal

💸 Finance

🏦 Banking

Legal • Finance • Banking

Kessler Topaz Meltzer & Check, LLP is a U. S. -based plaintiff law firm focused on prosecuting complex, contingency-fee litigation on behalf of institutional investors and other large stakeholders. The firm specializes in securities and shareholder litigation, corporate governance and M&A disputes, antitrust and banking/financial services cases, and related areas such as data privacy, whistleblower actions, and consumer protection. With decades of experience and offices in Pennsylvania and California, Kessler Topaz represents hundreds of institutional investors worldwide and has secured multi-billion-dollar recoveries in high-profile cases.

📋 Description

• Coordinate onboarding of new institutional clients using SecuritiesTracker portfolio monitoring and securities class action claims filing services • Lead the full onboarding lifecycle from kickoff through transition to long-term support teams • Coordinate communications with clients, third parties, and cross-functional internal teams via email, phone, and virtual meetings • Partner with subject matter experts to facilitate onboarding activities and transfer role-specific knowledge • Review complex institutional client organizational structures and fund family hierarchies across globally domiciled funds • Gather required information, supporting documentation, and data for onboarding • Track onboarding milestones, identify bottlenecks, and drive timely resolution • Provide onboarding status updates to management and escalate issues as appropriate • Recommend and support process improvement initiatives • Maintain ongoing client communication post-onboarding • Update and maintain client structures and fund hierarchies in internal systems • Communicate changes to relevant internal teams • Provide cross-functional departmental support through cross-coverage and ad hoc assignments

🎯 Requirements

• Bachelor's degree required; relevant experience considered in lieu of degree • Minimum 5 years of professional experience • Preferred 1–3 years in client onboarding or implementation roles • Prior experience in legal or financial services preferred • Strong organizational, time management, and prioritization skills • Excellent written and verbal communication skills • High attention to detail and accuracy • Ability to analyze client data and perform list comparisons • Effective problem-solving and issue resolution skills • Ability to work independently and in a team environment • Strong interpersonal skills and stakeholder engagement • Willingness and ability to work extended hours and respond to emails outside standard business hours, as needed • Experience with Microsoft 365, Adobe, DocuSign, and web browsers preferred • Reliable internet access required for remote work • Ability to work under pressure and manage competing priorities • Ability to multitask efficiently while maintaining accuracy and attention to detail • Must reside in Pennsylvania, New Jersey, or Delaware • Must be authorized to work for any employer in the United States • Employment visa sponsorship is unavailable

🏖️ Benefits

• Remote work arrangement • Equal employment opportunity • Reasonable accommodations for qualified candidates and employees • Diversity and inclusion commitment