Client Onboarding Officer

ABOUT US:

As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions. 

With a deep understanding of what it takes to succeed in alternatives, we believe in being different - in what we do, in how we work and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take. 

Find out more about life at Alter Domus at careers.alterdomus.com  

Position 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

1. 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.

2. 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.

3. 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.

4. 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 (e.g., 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.
• Keeps trackers, checklists, and documentation up to date without being prompted.
• Communicates clearly, follows up consistently, and flags issues before they become blockers.
• Takes ownership of day-to-day tasks and demonstrates reliability across all assigned activities.
• Shows a willingness to learn and actively develops skills toward greater responsibility over time.

WHAT WE OFFER

We are committed to supporting your development, advancing your career, and providing benefits that matter to you. 

Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning. 

Our global benefits also include:

• Support for professional accreditations such as ACCA and study leave 
• Flexible arrangements, generous holidays, plus an additional day off for your birthday!
• Continuous mentoring along your career progression 
• Active sports, events and social committees across our offices 
• 24/7 support available from our Employee Assistance Program 
• The opportunity to invest in our growth and success through our Employee Share Plan 
• Plus additional local benefits depending on your location 

Alter Domus is an Equal Opportunity Employer: Equity Statement
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. 

(Alter Domus Privacy notice can be reviewed via Alter Domus webpage: https://alterdomus.com/privacy-notice/)

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