Client Onboarding Sr Officer

Job Summary

The Client Onboarding Senior Officer is responsible for supporting and coordinating end-to-end client onboarding activities. This role is integral to delivering consistent, high-quality onboarding experiences for clients utilizing Private Equity, Real Assets, Private Credit, and Loan Agency Administration products. The Senior Officer acts as a key coordination point across internal functions: supporting onboarding execution, documentation, data migration, and offboarding activities in close partnership with Project Managers and stakeholders.

Key Responsibilities

Onboarding Project Support

• Support end-to-end onboarding activities across Private Equity, Real Assets, Private Credit, and Loan Agency Administration business lines.
• Follow established onboarding workflows, ensuring tasks are completed accurately and within agreed timelines.
• Assist in the full onboarding lifecycle, including client setup and activation, data migration tracking, and offboarding and client transitions.
• Ensure all onboarding documentation and deliverables are completed, validated, and properly recorded.
• Track timelines, deliverables, and dependencies through go-live and deal closing; maintain onboarding checklists, trackers, and status reports.

Cross-Functional Stakeholder Coordination

• Act as a coordination point across internal teams, including Line of Business (LOB), Legal Compliance, and Core Client Delivery Operations to support seamless onboarding execution.
• Track dependencies across functions and follow up to ensure timely completion of assigned activities.
• Lead/participate in kickoff meetings, status calls, and follow-up sessions alongside Project Managers.
• Provide proactive updates, manage expectations, and escalate issues, delays, or risks to onboarding managers as needed.

Documentation Compliance Support

• Coordinate and review KYC/AML documentation (entity data, ownership structures, tax forms) in line with internal compliance workflows and CAC requirements.
• Assist with deal document review, including LPAs, credit agreements, fee letters, and other legal documents (Master Servicing Agreement).
• Track and coordinate legal and closing documentation, ensuring completeness and accuracy prior to go-live.
• Maintain compliance with internal policies and regulatory requirements; escalate documentation or compliance issues proactively to the team.
• Support execution of MSAs for sub-agent deals, including coordination and follow-ups with commercial and legal stakeholders.

Reporting Continuous Improvement

• Maintain up-to-date project artifacts (onboarding trackers, checklists, and reporting dashboards) to support visibility and accountability.
• Identify workflow gaps and support improvements to onboarding processes and internal workflows.
• Contribute to the development of SOPs, templates, and best practices for onboarding.
• Apply lessons learned and team feedback to increase efficiency and promote operational excellence.

Specific Responsibilities Include:

• Manage onboarding frameworks, including folder structures, checklists, and required setup activities (eg, CRM, SFTP, distribution lists, bank setup, branding, platform liaison).
• Collect, process, and submit KYC documentation while supporting CAC requirements and internal compliance workflows.
• Track and coordinate legal and closing documentation, including governing documents, agreements, fee letters, and closing sets, ensuring completeness and accuracy.
• Partner with internal teams (Legal, Compliance, Line of Business) and clients to manage deliverables, follow up on open items, and meet agreed timelines.

Your Profile

Qualifications

• 3+ years of work experience in client services, onboarding, loan operations, financial services, or an equivalent support role in a growth company.
• Exposure to agency lending, loan administration, private credit, or capital markets preferred.
• Working knowledge of KYC/AML processes and onboarding documentation requirements.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Proficiency in Microsoft Excel and PowerPoint; experience with project management tools is a plus.
• Self-motivated and able to work independently, with a strong sense of ownership and accountability.

Key Competencies / Soft Skills

• Client-Focused: Responsive, professional, and service-oriented in all interactions.
• Communication: Clear and concise communicator with clients and internal teams across time zones.
• Detail-Oriented: Demonstrates strong document review and quality control skills.
• Time Management: Effectively handles multiple onboarding tasks and projects simultaneously.
• Problem-Solving: Identifies issues early and supports timely resolution.
• Collaboration: Works effectively across teams and functions.
• Continuous Improvement Mindset: Proactively looks for ways to improve processes and enhance efficiency.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.