New Business Onboarding Associate

2 months ago


Boston, United States Appleton Partners, Inc. Full time

Appleton Partners, Inc. is a 100% employee-owned and Boston-based SEC-registered investment advisor offering a variety of high-quality fixed income separately managed account strategies. The Firm has $12.6 billion in assets under management and has seen steady growth since being founded in 1986.


Appleton’s sole office is located at One Post Office Square in Boston, MA. For additional information, please visit our website at www.appletonpartners.com.


NEW BUSINESS ONBOARDING ASSOCIATE


We are seeking a New Business Onboarding Analyst in our BOSTON OFFICE for our responsible for managing new accounts workflow ensuring the required paperwork is collected and processed accurately and in a timely manner. Analyst will work closely with various internal teams in providing exceptional customer service to Appleton’s institutional client base.


Key Responsibilities: • Work closely with the Client Service, Sales, and other internal teams on new and existing client relationships • Work closely with Client Service team and ensure all necessary information is gathered from the client and/or from the firm • Report processing • Work with various custodians to ensure proper account set up and data flow • Update all account data in accounting and other systems • Work with various custodians to ensure proper account set up and data flow • Certify all account documentation is received and properly submitted for archiving • Create and maintain weekly metrics of incoming and outgoing activity • Work to establish team-oriented atmosphere and help push peers to succeed


Work Experience / Knowledge: • Competent in Microsoft Office programs, especially Excel • Familiarity with Advent Software and Perform is a plus • Strong attention to detail • Ability to prioritize assignments


Skills / Other Personal Attributes Required: • Ability to work independently under tight deadlines • Strong communication skill both verbal and written - to peers and business partners • Well organized, self-starter with an ability to analyze information • Strong organizational skills in a fast-paced environment • Strong interest in starting a career in the investment management industry


Education: • Bachelor’s (4yr) degree w/concentration in Business, Finance, Accounting, or related areas of study is a plus



  • Boston, United States MassMutual Full time

    The OpportunityThe new Head of Life New Business position is accountable for developing the Life New Business long-term business strategy aligned with the Operations’ Advisor-first business strategy. The leader will also be responsible for the end-to-end execution of the New Business organization’s transformation into a new operating model. This new...


  • Boston, United States Validity Inc Full time

    About the Role Onboarding Specialists at Validity are enthusiastic problem solvers! The Customer Onboarding Specialist loves to troubleshoot client problems, as well as view and analyze situations from a very logical, systematic perspective. In this role, the Customer Onboarding Specialist will be responsible for onboarding and training new clients with...


  • Boston, United States Validity Full time

    Job DescriptionJob DescriptionAbout the Role Onboarding Specialists at Validity are enthusiastic problem solvers! The Customer Onboarding Specialist loves to troubleshoot client problems, as well as view and analyze situations from a very logical, systematic perspective. In this role, the Customer Onboarding Specialist will be responsible for onboarding and...


  • Boston, Massachusetts, United States Publicis Groupe Full time

    Company DescriptionDigitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks. Today, and tomorrow. We deliver Networked Experiences by leveraging comprehensive data, technology, creative, media and strategy capabilities. Digitas delivers ambitious outcomes via...


  • Boston, United States Digitas Full time

    Job DescriptionJob DescriptionCompany DescriptionDigitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks. Today, and tomorrow. We deliver Networked Experiences by leveraging comprehensive data, technology, creative, media and strategy capabilities. Digitas...


  • Boston, United States Publicis Groupe Full time

    Company Description Digitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks. Today, and tomorrow. We deliver Networked Experiences by leveraging comprehensive data, technology, creative, media and strategy capabilities. Digitas delivers ambitious outcomes...


  • Boston, United States Manulife Full time

    Job Description The Opportunity The Senior Derivatives Onboarding Analyst will report to the Manager of Derivatives Onboarding within the Global Derivatives Services team. The Derivatives Onboarding team supports the Manulife Asset Management and Life Insurance businesses globally by performing all setup steps necessary for derivatives trading....


  • Boston, Massachusetts, United States SAP LeanIX Full time

    The Customer Success Onboarding Manager is a fundamental member of the SAP LeanIX team. This person is to be responsible for the onboarding of accounts new to SAP LeanIX. They will also oversee the planning, organizing, management, and execution of onboarding tasks and ensure our customers have a seamless and successful onboarding experience.WHAT IS WAITING...

  • Customer Onboarding

    1 month ago


    Boston, United States Zappi Full time

    Job DescriptionJob DescriptionWe have a world class agile market research platform. We help brands rewire their traditional ad & innovation development processes with insights early, often & connected to create a learning loop. The result? They get smarter over time. Insights teams have more impact. Brands launch better ads & products.We were founded in 2012...


  • Boston, United States LeanIX Full time

    The Customer Success Onboarding Manager is a fundamental member of the SAP LeanIX team. This person is to be responsible for the onboarding of accounts new to SAP LeanIX. They will also oversee the planning, organizing, management, and execution of onboarding tasks and ensure our customers have a seamless and successful onboarding experience. WHAT IS WAITING...


  • Boston, United States LeanIX Full time

    The Customer Success Onboarding Manager is a fundamental member of the SAP LeanIX team. This person is to be responsible for the onboarding of accounts new to SAP LeanIX. They will also oversee the planning, organizing, management, and execution of onboarding tasks and ensure our customers have a seamless and successful onboarding experience. WHAT IS WAITING...


  • Boston, United States Fidelity Investments Full time

    Job DescriptionThe VP, New Business Development is responsible for managing the opportunity pipeline and development of new business cases to achieve brokerage goals and strategies. This individual will work collaboratively with our brokerage strategy leaders, product teams, and enterprise partners to develop new business cases and new investment...


  • Boston, United States Fidelity TalentSource LLC Full time

    Job Description:The VP, New Business Development is responsible for managing the opportunity pipeline and development of new business cases to achieve brokerage goals and strategies. This individual will work collaboratively with our brokerage strategy leaders, product teams, enterprise partners to develop new business cases and new investment opportunity...


  • Boston, United States Fidelity TalentSource LLC Full time

    Job Description:The VP, New Business Development is responsible for managing the opportunity pipeline and development of new business cases to achieve brokerage goals and strategies. This individual will work collaboratively with our brokerage strategy leaders, product teams, enterprise partners to develop new business cases and new investment opportunity...

  • Talent Acquisition

    3 months ago


    Boston, United States Saviance Full time

    Description: The Onboarding Specialist role is a highly visible role with huge impact on employee experience that is responsible for ensuring new hires are able to successfully launch into their new roles To that end this role will be responsible for the new hire experience from the point of "post job offer acceptance" till employee has been in role for 90...

  • Power Sales Associate

    2 months ago


    Boston, United States Savant Full time

    Company DescriptionSavant Systems, Inc., a recognized leader in home control and automation, is one of the fastest-growing smart home companies in the luxury and mid-markets. Its powerful Pro technology brings climate, lighting, entertainment, security and energy together in a single, award winning application interface for homeowners.Savant Power is focused...


  • Boston, United States MassMutual Full time

    Position Description:The Account Management New Business leader is a leadership role requiring experience and understanding of the Life new business and underwriting processes and contractual expertise and understanding of Life applications and policies. Incumbents are responsible for working closely with the General Agents/Brokerage Agencies, Agency New...

  • Power Sales Associate

    3 months ago


    Boston, United States Savant Full time

    Company Description Savant Systems, Inc., a recognized leader in home control and automation, is one of the fastest-growing smart home companies in the luxury and mid-markets. Its powerful Pro technology brings climate, lighting, entertainment, security and energy together in a single, award winning application interface for homeowners. Savant Power is...


  • Boston, United States Genialis Full time

    Job DescriptionJob DescriptionGenialis is the RNA Biomarker company. We envision a world where precision medicine delivers the best possible outcomes for patients, families, and their communities. We achieve this by working with pharma companies developing the next generation of life-saving oncology drugs, partnering with diagnostics companies building new...


  • Boston, United States Genialis Full time

    Job DescriptionJob DescriptionGenialis is the RNA Biomarker company. We envision a world where precision medicine delivers the best possible outcomes for patients, families, and their communities. We achieve this by working with pharma companies developing the next generation of life-saving oncology drugs, partnering with diagnostics companies building new...