Client Onboarding Senior 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 Senior Officer is responsible for supporting and coordinating end-to-end client onboarding activities. This role is integral to delivering consistent, high-quality onboarding experiences for clients utilizing Private Equity, Real Assets, Private Credit, and Loan Agency & Administration products. The Senior Officer acts as a key coordination point across internal functions: supporting onboarding execution, documentation, data migration, and offboarding activities in close partnership with Project Managers and stakeholders.

Key Responsibilities

1. Onboarding & Project Support

• Support end-to-end onboarding activities across Private Equity, Real Assets, Private Credit, and Loan Agency & Administration business lines.
• Follow established onboarding workflows, ensuring tasks are completed accurately and within agreed timelines.
• Assist in the full onboarding lifecycle, including client setup and activation, data migration tracking, and 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 reports.

2. Cross-Functional Stakeholder Coordination

• Act as a coordination point across internal teams, including Line of Business (LOB), Legal & Compliance, and Core Client Delivery Operations to support seamless onboarding execution.
• Track dependencies across functions and follow up to ensure timely completion of assigned activities.
• Lead/participate in kickoff meetings, status calls, and follow-up sessions alongside Project Managers.
• Provide proactive updates, manage expectations, and escalate issues, delays, or risks to onboarding managers as needed.

3. Documentation & Compliance Support

• Coordinate and review KYC/AML documentation (entity data, ownership structures, tax forms) in line with internal compliance workflows and CAC requirements.
• Assist with deal document review, including LPAs, credit agreements, fee letters, and other legal documents (Master Servicing Agreement).
• Track and coordinate legal and closing documentation, ensuring completeness and accuracy prior to go-live.
• Maintain compliance with internal policies and regulatory requirements; escalate documentation or compliance issues proactively to the team.
• Support execution of MSAs for sub-agent deals, including coordination and follow-ups with commercial and legal stakeholders.

4. Reporting & Continuous Improvement

• Maintain up-to-date project artifacts (onboarding trackers, checklists, and reporting dashboards) to support visibility and accountability.
• Identify workflow gaps and support improvements to onboarding processes and internal workflows.
• Contribute to the development of SOPs, templates, and best practices for onboarding.
• Apply lessons learned and team feedback to increase efficiency and promote operational excellence.

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, agreements, fee letters, and closing sets, ensuring completeness and accuracy.
• Partner with internal teams (Legal, Compliance, Line of Business) 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

• 3+ years of work experience in client services, onboarding, loan operations, financial services, or an equivalent support role in a growth company.
• Exposure to agency lending, loan administration, private credit, or capital markets preferred.
• Working knowledge of KYC/AML processes and onboarding documentation requirements.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Proficiency in Microsoft Excel and PowerPoint; experience with project management tools is a plus.
• Self-motivated and able to work independently, with a strong sense of ownership and accountability.

Key Competencies & Soft Skills

• Client-Focused: Responsive, professional, and service-oriented in all interactions.
• Communication: Clear and concise communicator with clients and internal teams across time zones.
• Detail-Oriented: Demonstrates strong document review and quality control skills.
• Time Management: Effectively handles multiple onboarding tasks and projects simultaneously.
• Problem-Solving: Identifies issues early and supports timely resolution.
• Collaboration: Works effectively across teams and functions.
• Continuous Improvement Mindset: Proactively looks for ways to improve processes and enhance efficiency.
• Adaptability & Ownership: Thrives in a fast-paced environment and takes accountability for assigned work.

A Successful Candidate

• Keeps onboarding activities organized, on track, and moving forward with minimal supervision.
• Communicates clearly, follows up consistently, and ensures nothing falls through the cracks.
• Takes full ownership of assigned tasks, even when projects are straightforward, and executes with quality and accuracy.
• Identifies process gaps and contributes practical ideas for operational improvement.
• Demonstrates initiative, adaptability, and a growth mindset while collaborating across global teams.
• Continues building skills toward increasing responsibility and broader project ownership 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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