Client Engagement Onboarding | Associate – Manager
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Role summary
As a Client Engagement Onboarding, you will Support end-to-end onboarding for new clients and engagements. Ensure timely setup, required approvals, and risk/compliance clearances by coordinating with Engagement Teams, Growth, Finance, Legal, and Risk/Compliance. Track progress, resolve blockers, and escalate issues to enable compliant delivery.
Key responsibilities
· Run onboarding requests end-to-end (documents, approvals, closure).
· Coordinate required clearances (conflicts, business relationships, acceptance/retention, legal, unlimited liability, working-at-risk, DRB).
· Track WINs and code openings; maintain daily trackers and provide status updates to leadership.
· Monitor SLAs/aging, follow up on delays, and drive faster turnaround.
· Support lifecycle tasks (archive closed codes; escalate items >45 days to QRM; flag pricing sheet issues).
· Manage stakeholders and remove blockers across teams.
· Handle ad hoc operational support as needed.
Skills & tools
· Strong Excel/PowerPoint/Outlook; accurate tracking and reporting.
· Experience with onboarding/workflow tools (e.g., SRM or similar).
· Ability to validate setup requirements and compliance documentation.
· Basic analytics (turnaround time, trends, operational metrics).
· Detail-oriented, organized, and able to manage multiple requests.
· Clear communicator; confident escalating with context and actions.
· (Manager) Coach juniors and manage workload/quality.
Qualifications & experience
· Preferred background: Business, Finance, Risk/Compliance, Computer Science (or equivalent experience).
· Experience levels: Associate 0–2 yrs | Experienced Associate 2-4 | Senior Associate 4–6 yrs | Manager 6–8+ yrs.
Required experience
· Client/engagement onboarding or similar operations.
· Coordinating compliance checks/clearances (incl. conflicts).
· Working with multiple stakeholders and producing regular status reporting.
Nice to have
· Professional services engagement setup/governance experience.
· Knowledge of independence/conflicts and client acceptance/retention.
· Process improvement (SLAs, automation, dashboards).
· Exposure to pricing governance/engagement financial controls.