Client Onboarding Officer
Alter Domus · Hyderabad · onsite · Posted 27d ago
Undisclosed2–7 yrsfulltimeSourced from
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About this role
Regulatory
Job Level: Officer
Client Onboarding Officer
Job Summary
The Client Onboarding Support Officer is responsible for executing day-to-day onboarding tasks in support of the broader Client Onboarding team. This role focuses on completing assigned onboarding activities accurately and on time, supporting Senior Officers and Project Managers in delivering a consistent and high-quality client experience across Private Equity, Real Assets, Private Credit, and Loan Agency Administration products. The Officer performs hands-on tasks related to onboarding setup, documentation processing, checklist management, and internal coordination.
Key Responsibilities
Onboarding Task Execution
- Complete assigned onboarding tasks accurately and within established timelines, following defined workflows and process guides.
- Execute client setup activities including folder creation, CRM updates, SFTP configuration, distribution list setup, and bank setup coordination.
- Update and maintain onboarding checklists, trackers, and status reports on a regular basis.
- Support data migration activities by tracking progress, flagging discrepancies, and updating relevant logs.
- Assist with client transition tasks as directed by Senior Officers or Project Managers.
Documentation Processing Compliance Support
- Collect, review, and submit KYC/AML documentation (entity data, ownership structures, tax forms) in line with internal compliance workflows.
- Perform quality checks on onboarding documentation to ensure completeness, accuracy, and proper filing.
- Assist with the preparation and organisation of deal documents, including LPAs, credit agreements, fee letters and other legal agreements (Master Servicing Agreements).
- Log and track document statuses, outstanding items, and follow-up actions in onboarding trackers.
- Flag documentation gaps or compliance issues to the relevant Senior Officer or team lead promptly.
Internal Coordination Communication
- Follow up with internal teams on assigned open items and outstanding deliverables to keep onboarding tasks on track.
- Attend and take notes during kickoff meetings, status calls, and team check-ins as directed.
- Communicate task updates clearly and in a timely manner to Senior Officers and Project Managers.
- Escalate issues, blockers, or delays to the appropriate team member as soon as they are identified.
Reporting Process Adherence
- Maintain accurate and up-to-date project artifacts (onboarding trackers, checklists, and reporting dashboards).
- Adhere to established SOPs, templates, and process standards for all onboarding activities.
- Flag workflow gaps or process inefficiencies to Senior Officers and contribute ideas for improvement.
- Support the preparation of status reports and onboarding dashboards as directed.
Specific Responsibilities Include
- Set up and maintain onboarding frameworks including folder structures, checklists, and required system setup activities (eg, CRM, SFTP, distribution lists, bank setup, branding, platform liaison).
- Collect, process, and submit KYC documentation while supporting CAC requirements and internal compliance workflows.
- Track and coordinate legal and closing documentation, including governing documents, agreements, fee letters, and closing sets, ensuring completeness and accuracy.
- Follow up with internal teams (Legal, Compliance, Operations) on open items and deliverables to meet agreed timelines.
- Maintain onboarding trackers and checklists to support Senior Officers and Project Managers with accurate status visibility.
Your Profile
Qualifications
- Entry level or 2+ years of work experience in client services, onboarding, loan operations, financial services, or an equivalent support role in a growth company.
- Exposure to Private Equity, Real Assets, Private Credit, or Loan Agency Administration is a plus
- Basic understanding of KYC/AML documentation and onboarding processes.
- Strong attention to detail with the ability to manage multiple tasks in a deadline-driven environment.
- Proficiency in Microsoft Excel and PowerPoint; experience with project management or tracking tools is a plus.
- Reliable, organised, and able to follow established processes with a high degree of accuracy.
Key Competencies Soft Skills
- Detail-Oriented: Consistently produces accurate, complete, and well-organised work.
- Time Management: Prioritises and completes multiple tasks on time with minimal supervision.
- Communication: Provides clear and timely updates to team members and escalates issues appropriately.
- Collaboration: Works well within a team, supports colleagues, and contributes to shared goals.
- Adaptability Ownership: Takes responsibility for assigned tasks and follows through to completion.
- Process-Driven: Adheres to established workflows, SOPs, and quality standards.
A Successful Candidate
- Completes assigned onboarding tasks accurately, on time, and with a high standard of quality.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
crmFund accountingBrandingClient Onboardingcompany secretaryfund servicesData MigrationOnboardingoperationsAdministrationFinancial ServicesEquityLegalPrivate EquityAccountingAmlcomplianceKYCLoan Operations
About Alter Domus
Alter Domus
Financial Services
900
employees
2003
23 years old
Luxembourg
LU
About
Alter Domus as their partner for growth. Whether a stand-alone fund with limited investments, or a large multi-billion-dollar fund with complex investment streams across multiple jurisdictions, we understand your world. Our deep knowledge of the alternative investment industry underpins our technology and informs our decision-making.
Industries
Financial Services
Employee ratings
118 reviews
2.8/ 5
Culture
2.7
Career growth
2.5
Work-life
2.8
Employees rate it well for
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