Client Onboarding Associate

Standish Management, LLC is a provider of specialized fund administration services for private equity funds. The Client Onboarding Associate will play a key role in onboarding new clients, compiling investor information, and assisting with client deliverables. Responsibilities Assist internal engagement teams with onboarding activities, such as providing access to folders, group mailboxes, and other engagement activities Compile and organize investor CRM information Assist with data validations, loads, and reconciliations for client implementations Communicate and provide information to the technology team to set up client portals Assist with client workspace setup within Standish’s project management software Provide general administrative support to the Client Onboarding and System Solutions Team Collaborate with the Client Onboarding Fund Controllers to develop and implement best practices Skills Bachelor's Degree or equivalent relevant experience required 1+ years of experience in a client‐oriented professional office environment, preferably in a related industry Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook Ability to manage high volume workload by multi-tasking and prioritizing Excellent written and verbal communication skills Exceptional organizational skills and attention to detail Strong interpersonal skills with the ability to interact professionally with all levels of internal and external parties Ability to work independently and exercise professional judgment Team player with a strong work ethic Adept using web-based data entry databases Familiarity with CRM systems a plus (Allvue, eFront, etc.) Benefits Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options Comprehensive disability/maternity and paternity plans 401K eligibility after 3 months Flexible Vacation Plan Sick Time Accrual Plan 8-10 standard holidays along with year-end office closure We provide a hybrid work environment for employees Company Overview Standish provides fund administration services for general partners and managers of private equity funds, specializing in buyout, VC, real estate & fund of funds. It was founded in 2006, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is Company H1B Sponsorship Standish Management, LLC has a track record of offering H1B sponsorships, with 48 in 2025, 25 in 2024, 13 in 2023, 18 in 2022, 7 in 2021, 5 in 2020. Please note that this does not guarantee sponsorship for this specific role.