Kessler Topaz Meltzer & Check, LLP

• Lead the full onboarding lifecycle for new institutional clients, from kickoff through transition to long-term support teams • Coordinate onboarding communications with clients, third parties, and cross-functional internal teams via email, phone, and virtual meetings to drive alignment and progress • Partner with subject matter experts to facilitate onboarding activities and enable effective transfer of role-specific knowledge • Review complex institutional client organizational structures and fund family hierarchies across globally domiciled funds to support accurate onboarding and setup • Gather required information, supporting documentation, and data to enable successful onboarding • Track onboarding milestones, identify bottlenecks, and drive timely resolution to maintain progress • Provide regular onboarding status updates to management and escalate issues as appropriate • Recommend and support process improvement initiatives to enhance speed, operational efficiency, and client experience • Maintain ongoing client communication post-onboarding to manage updates to client structures and fund hierarchies • Update and maintain client structures and fund hierarchies in internal systems and communicate changes to relevant internal teams • Provide cross-functional departmental support through cross-coverage and ad hoc assignments as needed.