Client Onboarding IT Associate

We're a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world's top-15 private equity firms. 

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. 

We're driven by our Group purpose, to power people and possibilities. 

Position Summary:

We are looking for a detail-oriented and tech-savvy professional to join our team as a Client Onboarding/Offboarding IT Associate. In this role, you will work closely with the U.S. client onboarding team to ensure seamless setup and removal of system access, along with other essential IT configurations for both clients and internal users. Your contributions will be key in ensuring a secure and efficient onboarding and offboarding experience.

 

Primary Responsibilities:

• Coordinate the end-to-end IT onboarding process for new clients, including access provisioning and system configuration. These tasks are required to be executed within 1 business day of notification by the client onboarding team.
• Create an email distribution list for internal and external use
• Set up shared storage spaces to support document collaboration and centralized repository access to client servicing materials.
• Grant permissions and ensure secure access to shared repository.
• Provide instructions to client on how to access shared repository.
• Coordinate the end-to-end IT offboarding process for departing clients.
• Collaborate with internal teams to ensure timely delivery of onboarding milestones.
• Ensure compliance with internal policies, data security standards, and regulatory requirements.
• Troubleshoot client login or connection issues.
• Support other internal IT initiatives as assigned.

Required Experience/Knowledge:

• 2–3 years of experience in IT support or technical account management
• 1 year of experience in customer success
• Critical experience: SharePoint online to include permissions and security and content management
• Demonstrable experience in:
• Office 365 including Cloud Services such as Microsoft Exchange (Microsoft 365 Fundamentals certification is a plus)
• Hybrid System Management tools such as Active Directory/Group Policy
• Multi-factor authentication (MFA)
• Cybersecurity best practices and implementation
• Ability to work U.S. hours from 9am to 6pm EST Monday through Friday
• Excellent communication and problem-solving skills
• Ability to manage multiple projects and priorities
• High level of accuracy and attention to detail
• Strong understanding of CRM systems, cloud platforms, and enterprise software
• Working knowledge of Network Firewalls, Cisco Meraki

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.  

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We're committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. 

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees' careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.

We're committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success leads to our sustainability and success. We're emotionally invested in our clients right from the beginning.