Client Onboarding Lead

🔥 0 minutes ago

🏖️ New Jersey, Pennsylvania – Remote

🏖️ New Jersey – Remote 🔔 Pennsylvania – Remote

⏰ Full Time

🟠 Senior

🚀 Onboarding Specialist

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Kessler Topaz Meltzer & Check, LLP

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1987

🤝 B2B

💸 Finance

🏦 Banking

B2B • 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

• Lead the full onboarding lifecycle for new institutional clients, from kickoff through transition to long-term support teams • Coordinate onboarding communications with clients, third parties, and cross-functional internal teams via email, phone, and virtual meetings to drive alignment and progress • Partner with subject matter experts to facilitate onboarding activities and enable effective transfer of role-specific knowledge • Review complex institutional client organizational structures and fund family hierarchies across globally domiciled funds to support accurate onboarding and setup • Gather required information, supporting documentation, and data to enable successful onboarding • Track onboarding milestones, identify bottlenecks, and drive timely resolution to maintain progress • Provide regular onboarding status updates to management and escalate issues as appropriate • Recommend and support process improvement initiatives to enhance speed, operational efficiency, and client experience • Maintain ongoing client communication post-onboarding to manage updates to client structures and fund hierarchies • Update and maintain client structures and fund hierarchies in internal systems and communicate changes to relevant internal teams • Provide cross-functional departmental support through cross-coverage and ad hoc assignments as needed.

🎯 Requirements

• Bachelor's degree required; relevant experience considered in lieu of degree • Minimum 5 years of professional experience, with 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.

🏖️ Benefits

• Reliable internet access is required for remote work