Kessler Topaz Meltzer & Check, LLP

Onboarding Specialist

• 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.

Client Onboarding Lead

Research Analyst

• Support a team of Investigators by conducting extensive research across multiple sources and tools.
• Research companies and individuals for case development using various investigative mediums.
• Conduct confidential background and due diligence investigations.
• Manage a large caseload and attorney requests in a dynamic and fast-paced environment.
• Collaborate with team members to support high-priority requests and cases.
• Assist with special projects as needed as an integral member of the Investigative Services Team.

Client Onboarding Lead

Investigative Research Analyst