Acadian Asset Management is a global, systematic investment manager specializing in data-driven investing. The Client Onboarding Associate role involves engaging with clients and collaborating with internal teams to ensure a high-quality onboarding experience for new accounts, while maintaining documentation and tracking progress throughout the onboarding process.
Responsibilities
- Support and partner with the VP, Business Operations and Onboarding in coordinating the onboarding of new Americas accounts, both Separately Managed Accounts and Fund Participants
- Track committed but not yet funded business, ensuring key milestones, timelines, and next steps are clearly documented and communicated
- Serve as a point of contact during the onboarding phase, supporting both internal stakeholders and external clients through meeting coordination, communications, and follow-ups
- Prepare onboarding materials, process documentation, and system setups (e.g., Salesforce, contract management tools, onboarding platforms, reporting)
- Help ensure consistent, timely, and high-quality client communications throughout the onboarding process
- Maintain accurate onboarding milestones and client data within Salesforce and related reporting tools
- Document onboarding workflows, best practices, and client-specific requirements to support internal alignment and knowledge sharing
- Contribute to continuous process improvement initiatives aimed at enhancing efficiency and elevating the client onboarding experience
- Assist in Global Client Group projects and initiatives
Skills
- Bachelor's degree in Finance, Business, Economics, Mathematics, or a related field
- 1-5 years of experience in financial services client onboarding, account implementation, or client service functions within an asset management or financial services environment
- Strong proficiency in Salesforce, Microsoft Word and Excel with the ability to organize, analyze, and communicate information clearly; Familiarity with onboarding platforms and internal reporting systems
- Exceptional attention to detail and a high degree of accuracy when managing data, documentation, and workflows
- Strong organizational skills and the ability to manage multiple priorities in a deadline-driven environment
- Excellent written and verbal communication skills, with the ability to collaborate effectively across cross-functional teams
- A team-oriented mindset, with a willingness to support colleagues and contribute to collective outcomes
- Strong analytical, critical thinking, and problem-solving skills, with sound judgment and the ability to escalate issues appropriately
Benefits
- Discretionary incentive compensation
- Health
- Retirement
- Wellness offerings
Company Overview
- Acadian Asset Management LLC is an investment adviser headquartered in Boston, Massachusetts. It was founded in 1986, and is headquartered in Boston, Massachusetts, USA, with a workforce of 201-500 employees. Its website is https://www.acadian-inc.com/.