Is the Client Onboarding Lead position at KESSLER TOPAZ M&C,LL fully remote?

Yes, this Client Onboarding Lead position at KESSLER TOPAZ M&C,LL is a remote position. The role is available for candidates in United States.

Is this a full-time or part-time Client Onboarding Lead role?

This is a full-time Client Onboarding Lead position at KESSLER TOPAZ M&C,LL.

How do I apply for the Client Onboarding Lead position at KESSLER TOPAZ M&C,LL?

You can apply for this Client Onboarding Lead position by clicking the "Apply Now" button on this page, which will take you to KESSLER TOPAZ M&C,LL's application portal.

Remote Opportunity

Client Onboarding Lead

Join KESSLER TOPAZ M&C,LL as a senior professional working remotely from United States. Explore the role, benefits, and apply in one place.

Client Onboarding Lead

KESSLER TOPAZ M&C,LL

Full Time

2 months ago

Job Summary The Client Onboarding Lead is responsible for coordinating onboarding of new Institutional clients participating in the Firm’s SecuritiesTracker™ portfolio monitoring and securities class action claims filing services to facilitate a seamless onboarding-to-service delivery…

United States

Engineering

Senior

Client Onboarding

Project coordination

Stakeholder Engagement

+5 more

Job Description

Job Summary

The Client Onboarding Lead is responsible for coordinating onboarding of new Institutional clients participating in the Firm’s SecuritiesTracker™ portfolio monitoring and securities class action claims filing services to facilitate a seamless onboarding-to-service delivery transition. In this role, the Client Onboarding Lead will also be responsible for navigating complex client structures and fund family hierarchies to support effective service delivery.

Essential Responsibilities

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

Required Skills and Abilities

Strong organizational, time management, and prioritization skills
Excellent written and verbal communication skills
High attention to detail and accuracy
Ability to analyze client data and perform list comparisons
Effective problem-solving and issue resolution skills
Ability to work independently and in a team environment
Strong interpersonal skills and stakeholder engagement
Willingness and ability to work extended hours and respond to emails outside standard business hours, as needed
Experience with Microsoft 365, Adobe, DocuSign, and web browsers preferred

Educational Qualifications and Experience

Bachelor's degree required; relevant experience considered in lieu of degree
Minimum 5 years of professional experience, with preferred 1–3 years in client onboarding or implementation roles
Prior experience in legal or financial services preferred

Work Environment /Physical and Mental Demands

Primarily a desk job requiring regular computer and telephone work.
Reliable internet access is required for remote work
Ability to work under pressure and manage competing priorities
Ability to multitask efficiently while maintaining accuracy and attention to detail

Application Deadline:

Applications will be reviewed on a rolling basis as they are received. To ensure full consideration, please submit your application by July 31, 2026.

Location Requirement:

While the role is remote, employees must reside in one of the states where the firm is authorized to employ remote staff: Pennsylvania (PA), New Jersey (NJ), or Delaware (DE).
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Kessler, Topaz, Meltzer & Check is committed to equal employment opportunity and providing reasonable accommodations to qualified candidates and employees pursuant to applicable law. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, or any other characteristic protected by federal, state, or local law. If you require reasonable accommodation as part of the application process, please contact the HR Department.

Skills

Client Onboarding

Project coordination

Stakeholder Engagement

Data Analysis

Problem Solving

Time Management

Written Communication

Verbal communication

Ready to Apply?

Join KESSLER TOPAZ M&C,LL today

Posted 2 months ago

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