Onboarding Processor

The Processor for the Onboarding and Conversion Team plays a critical role in facilitating the smooth and efficient transition of new clients or assets onto the firm's platforms. This role requires strong attention to detail, excellent organizational skills, and the ability to manage multiple complex tasks simultaneously. The Processor ensures all necessary documentation, data entry, and procedural steps are completed accurately and in a timely manner to meet strict service level agreements (SLAs).Key Responsibilities:Process Management: Accurately process and manage all steps related to client onboarding (new accounts) and asset conversion (transferring existing accounts/assets) according to established policies and regulatory requirements.Data Integrity: Perform thorough review, validation, and input of client/account data and documentation into internal systems (e.g., CRM, account management platforms). Ensure a high degree of data accuracy at all times.Documentation Review: Review and audit account application forms, transfer paperwork, legal documents, and other required materials for completeness and adherence to compliance standards.Coordination & Communication: Act as a key liaison, coordinating effectively with internal departments (e.g., Sales, Operations, Compliance, Technology) and external entities (e.g., custodians, prior vendors) to resolve outstanding items and ensure a seamless conversion experience.Issue Resolution: Identify, document, and promptly resolve processing exceptions, discrepancies, and complex client issues related to onboarding or conversion. Escalate critical issues to management as necessary.Process Improvement: Participate in continuous improvement initiatives by identifying bottlenecks or inefficiencies in the onboarding/conversion workflow and recommending solutions.Qualifications:Education: High school diploma or equivalent required; Associate's or Bachelor's degree in Finance, Business Administration, or a related field is preferred.Experience: 1-3 years of experience in a financial services, back-office, or high-volume data processing environment, preferably in a role involving client onboarding, transfers, or account administration.Technical Skills:Proficiency in Microsoft Office Suite, particularly Excel.Experience with CRM systems and financial services processing software.Core Competencies:Exceptional attention to detail and accuracy.Strong organizational and time management skills with the ability to manage multiple priorities under deadlines.Excellent verbal and written communication skills.Proven ability to work effectively as part of a team.