Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm! The
Client Success Associate role plays a key role in helping to onboard new clients to Standish’s fund
accounting group. The Client Success Associate will be responsible for compiling and maintaining investor
and engagement team information, file organization, and assisting with other client deliverables. This role
will report directly to the Client Success Leads and Managers. High performers will have the opportunity
to progress within the Onboarding Team.
Responsibilities and Duties
• 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 Client Success Lead with standard template set-up for client deliverables
• Communicate and provide information to the technology team to set up client portals
• Assist with preparing LP communications
• Assist with client workspace set up within Standish’s project management software
• Run Anti-Money Laundering (AML) reports and update AML database as needed
• Provide general administrative support to the Onboarding Team
• Collaborate with the Client Success Lead to develop and implement best practices for the
Onboarding Team
See attached job description for more details. Potential summer start time.
If interested, please contact Alexa O’Hare with your resume: AO’Hare@standishmanagement.com
Company – Standish Managment
Location – Raleigh, NC