Client Onboarding Principal

To Apply for this Job Click Here Client Onboarding Principal – Hybrid / Boston, MA Our client, a global financial services organization, is seeking a Client Onboarding Principal to lead complex client and account onboarding initiatives. This role will coordinate cross-functional teams, manage project timelines, oversee onboarding deliverables, and support a smooth transition to ongoing client service. Responsibilities Manage onboarding projects from initiation through implementation. Coordinate cross-functional teams to ensure deadlines and deliverables are met. Track project progress, identify risks, and resolve issues impacting timelines. Review onboarding documentation and account setup activities for accuracy. Maintain onboarding trackers, workflows, and process documentation. Prioritize and oversee multiple onboarding projects simultaneously. Provide guidance and support to team members involved in onboarding activities. Serve as an escalation point for onboarding-related questions and challenges. Partner with business development and client-facing teams on onboarding readiness and planning. Support process improvement initiatives, operational enhancements, and strategic projects. Qualifications 5+ years of client onboarding, client service, investment operations, or related financial services experience. Experience managing multiple projects and coordinating cross-functional stakeholders. Proficiency with Microsoft Excel and Microsoft Office Suite. Experience with DealCloud or similar CRM platforms preferred. FTNE1473080CK_1791460850 To Apply for this Job Click Here