Job SummaryThe Client Onboarding Lead is responsible for coordinating onboarding of new Institutional clients participating in the Firm's SecuritiesTracker™ portfolio monitoring and securities class action claims filing services to facilitate a seamless onboarding-to-service delivery transition. In this role, the Client Onboarding Lead will also be responsible for navigating complex client structures and fund family hierarchies to support effective service delivery.
Essential Responsibilities- 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
Required Skills and Abilities- 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
Educational Qualifications and Experience- 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
Work Environment /Physical and Mental Demands- Primarily a desk job requiring regular computer and telephone work.
- Reliable internet access is required for remote work
- Ability to work under pressure and manage competing priorities
- Ability to multitask efficiently while maintaining accuracy and attention to detail
Application Deadline:- Applications will be reviewed on a rolling basis as they are received. To ensure full consideration, please submit your application by July 31, 2026.
Location Requirement:- While the role is remote, employees must reside in one of the states where the firm is authorized to employ remote staff: Pennsylvania (PA), New Jersey (NJ), or Delaware (DE).
- Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
