[Hiring] Client Onboarding Associate @Stretto, Inc.

Role Description

Client Onboarding Associates own the day-to-day execution of client onboarding for Treasury and Cash Management, advancing requests with speed, precision, and follow-through. This role requires:

• Prompt acknowledgment
• Polished communication
• Accurate recordkeeping
• Consistent coordination with clients, internal teams, and banking partners

Associates handle routine workflows independently, determine next steps, and proactively drive open items to completion. While the work follows established patterns, success depends on:

• Fast initial response
• Sound judgment in triage and escalation
• Meticulous execution each day

Qualifications

• Bachelor's degree or equivalent practical work experience
• 1 to 3 years of experience in operations, client service, banking, legal, compliance, or another regulated or detail-intensive environment
• Excellent written and verbal communication skills, including strong grammar and the ability to write clear client-facing messages quickly
• Demonstrated ability to stay organized, maintain meticulous records, and manage multiple deadlines and workstreams at once
• Capacity to work independently and figure out routine issues with limited supervision
• Professional demeanor, discretion, and respect for confidentiality and company policies
• Working proficiency in Microsoft Office, including Excel, and experience with CRMs

Requirements

• High responsiveness during agreed working hours, including prompt acknowledgment of messages
• Occasional after-hours and weekend work may be required depending on business needs
• Comfort in a role where timing, accuracy, consistency, and follow-through matter
• Adapts to shifting priorities and evolving deadlines while maintaining rigorous standards
• Proficiency with applications and tools generally used in a professional services environment

Benefits

• Competitive and comprehensive benefits package
• Opportunities for growth
• Equal opportunity employer encouraging diversity in the workplace