Client Onboarding Coordinator, COE

About the job

Overview We are seeking a highly organized, detail-oriented professional to join our Client Onboarding team in India as part of a Center of Excellence. This role will support onboarding and project coordination activities across Separately Managed Accounts (SMAs), Funds of One, and other structures with a primary focus on internal execution, documentation, tracking, and meeting support. Key Responsibilities 1. Project Coordination & Execution Support • Help maintain weekly trackers and status reports across onboarding and launch workstreams. • Prepare and update project timelines, milestone trackers, and follow-up logs. • Support overall project management efforts to help ensure deliverables are completed on time. • Escalate delays, gaps, or risks to the appropriate team members so projects remain on track. 2. Documentation & Materials Preparation • Prepare questionnaires, meeting materials, internal/external decks, and other supporting documents for onboarding and launch activity. • Organize key project information, requirements, and action items in a clear and consistent format. 3. Meeting Support & Follow-Through • Join internal and selected external calls to capture notes, summarize key takeaways, and document decisions. • Prepare agendas in advance of meetings and circulate follow-up action items afterward. • Track action items across stakeholders and help drive timely completion. • Ensure discussions and requirements are clearly documented for internal teams. 4. Growth Path • After sufficient shadowing and training, begin to lead internal coordination calls for straightforward single-strategy SMA onboarding processes. • Over time, take on greater ownership of end-to-end internal coordination for simpler onboarding workstreams.