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  

The Officer, Client Onboarding Support is responsible for executing and coordinating client onboarding activities across onshore and offshore teams. This role focuses on delivering consistent, high-quality onboarding experiences, ensuring adherence to established processes, timelines, and governance standards. The Senior Officer serves as a key liaison across internal functions, supporting end-to-end onboarding, data migration, and offboarding activities.

KEY RESPONSIBILITIES:
Onboarding & Project Coordination
Support end-to-end onboarding activities across private equity, real estate and private credit business segments
Follow onboarding workflows, ensuring tasks are completed accurately and within established timelines.
Support the onboarding lifecycle, including:
Client setup and activation
Data migration tracking and coordination
Offboarding and client transitions
Ensure all onboarding documentation and deliverables are completed, validated, and properly recorded.
Track timelines, deliverables, and dependencies through go-live and deal closing
Maintain onboarding checklists, trackers, and status reporting

Cross-Functional Stakeholder Coordination
Act as a coordination point across internal teams to support seamless onboarding execution, including:
Line of Business (LOB) teams
Legal & Compliance
Core Client Delivery Operations (Investor Services, Payments, Platform Delivery/Technology, Reconciliations)
Track dependencies across functions and follow up to ensure timely completion of activities.
Escalate issues, delays, or risks to onboarding managers when appropriate to ensure onboarding readiness.
Lead/participate in kickoffs, status calls, and follow-ups
Provide proactive updates, track open items, manage expectations, and escalate risks as needed

Documentation & Compliance
Coordinate and review KYC/AML documentation (entity data, ownership, tax forms)
Assist with deal document review (LPA, credit agreements, fee letters, legal docs)
Support closing readiness, ensuring all required documentation is complete and accurate
Ensure compliance with internal policies and regulatory standards

Reporting & Continuous Improvement
Identify workflow gaps and support improvements to onboarding processes
Contribute to SOPs, templates, and best practices for onboarding

SPECIFIC RESPONSIBILITIES INCLUDE:
Manage onboarding frameworks, including folder structures, checklists, and required 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 and agreements, fee letters, and closing sets, ensuring completeness and accuracy
Partner with internal teams (Legal, Compliance, Operations) and clients to manage deliverables, follow up on open items, and meet agreed timelines
Support execution of MSAs for sub-agent deals, including coordination and follow-ups with commercial and legal stakeholders

YOUR PROFILE:
Qualifications

1+ years’ work experience in client onboarding, loan operations, or financial services or an equivalent role in a growth company.
Exposure to agency lending, loan administration, or capital markets preferred
Working knowledge of KYC/AML and onboarding documentation
Strong organizational skills with ability to manage multiple priorities
Proficiency in Excel and PowerPoint; project tools a plus

Key Soft Skills
Client-focused: Responsive, professional, service-oriented
Communication: Clear and concise with clients and internal teams
Detail-oriented: Strong document review and quality control
Time management: Handles multiple onboarding projects effectively
Problem-solving: Identifies issues and drives resolution
Collaboration: Works well across teams and functions
Adaptability & ownership: Thrives in a fast-paced environment and takes accountability

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/)

#LI-HYBRID