Radnor, Pennsylvania (Remote)
Client Onboarding Lead
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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, applicants must reside in one of the following states: 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.
