Client Onboarding Assistant

Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! 

Kaufman Rossin Professional Services Private Limited’s (the “Company”) offices are located in the World Trade Center (WTC) in Bangalore, Karnataka, India, and at Udyog Vihar, in Gurgaon, Haryana, India. 

The Bangalore office provides a range of services, including risk management, corporate governance, tax, assurance, and family office services. Out of the Gurgaon office, we render highly specialized back-office alternative investment services for global hedge funds and related fund types. As one of the top accounting firms in the US, our foundation is “people first”. In the words of James Kaufman, one of our founders, “We prioritize our people, their development, and their well-being. Our values are translated into action every day." 

Kaufman Rossin, headquartered in Miami, Florida has been celebrated as the Best Place to Work in South Florida more than a dozen time. The firm has grown to over 700 employees, with offices spanning the tri-county area and, sister entities, Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. 

The Firm is ranked 49th among the top 100 firms in the US by Inside Public Accounting 2023. Internationally, the Firm has offices in Bangalore and Haryana in India and the Ivory Coast in Africa

Think you have what it takes?

The Client Onboarding Assistant provides administrative and operational support for the client onboarding process. This role assists with preparing, tracking, and documenting new client requests while supporting related compliance and administrative activities. It is well-suited for a highly organized, detail-oriented individual interested in gaining experience in operations, compliance, and client service within a professional environment.

How You’ll Contribute:

• Assist with the preparation and processing of new client onboarding requests.
• Review submissions for completeness and accuracy prior to further review.
• Track onboarding requests and maintain status updates in internal systems or trackers.
• Route requests and supporting documentation to appropriate stakeholders.
• Follow up with internal teams to gather missing information or required approvals.
• Maintain organized electronic files and documentation related to onboarding activities.
• Record approvals, comments, and supporting materials throughout the workflow.
• Support reporting, data entry, and process tracking related to onboarding activities.
• Monitor outstanding items to help ensure deadlines are met and escalate delays when necessary.
• Assist with background checks, compliance documentation, and related processes as applicable.
• Support internal review processes, including coordination and documentation of inquiries.
• Perform general administrative tasks to support the client onboarding lifecycle.
• Maintain confidentiality of sensitive client and organizational information at all times.

What Skills You’ll Bring:

Required Qualifications

• Strong sense of urgency with the ability to manage time-sensitive tasks.
• Exceptional attention to detail and organizational skills.
• Strong technical aptitude and ability to learn new systems quickly.
• Adaptability and willingness to work within evolving processes.
• Excellent written and verbal communication skills.
• Ability to work both independently and collaboratively in a fast-paced environment.

Preferred Qualifications

• Experience with Salesforce is preferred.
• Experience working with other CRM or workflow management systems is a plus, but not required.

Core Requirement

• Availability to work standard business hours aligned with team operations

How You'll Stand Out:

• Strong attention to detail and accuracy.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Collaborative and inclusive team environment.

• Work-Life Balance

• People First Company
• Hybrid work policy
• Working directly with peers in the US

We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties