Client Onboarding Lead

Kessler Topaz Meltzer & Check, LLP

Client Onboarding Lead managing onboarding processes for institutional clients in investment services. Leading communications and supporting service delivery transition with cross-functional teams.

Posted 7/18/2026full-timeRemote • New Jersey, Pennsylvania • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client onboarding processes, including managing communications, tracking milestones, and facilitating knowledge transfer. Proficient in analyzing client data and maintaining accurate client structures and fund hierarchies.

Highest-signal resume keywords

Client OnboardingOrganizational SkillsCommunication SkillsProblem-SolvingMicrosoft 365

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Data AnalysisFund Hierarchy ManagementProcess ImprovementDocumentation GatheringMilestone Tracking

Soft Skills

Time ManagementAttention to DetailInterpersonal SkillsStakeholder EngagementTeam Collaboration

Tools & Technologies

Microsoft 365AdobeDocuSignWeb Browsers

Industry Keywords

Financial ServicesLegal ServicesClient CommunicationOnboarding LifecycleCross-Functional Support

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Reliable internet access is required for remote work