We are looking for a skilled Client Onboarding Specialist with expertise in medical billing to join our team in Boston, Massachusetts. This long-term contract position offers an opportunity to play a pivotal role in implementing and managing client onboarding processes. The ideal candidate will have a strong background in investment operations, excellent organizational skills, and the ability to lead projects effectively.<br><br>Responsibilities:<br>• Coordinate and execute client onboarding events, including fund launches, mandate changes, and account terminations.<br>• Collaborate with internal teams to evaluate fund structures, special requirements, and associated risks.<br>• Communicate client event requirements clearly to stakeholders, ensuring alignment with business policies and standards.<br>• Manage in-kind contributions, withdrawals, and contractual reviews, including comments and approvals.<br>• Build and maintain attentive and thorough relationships with clients, consultants, custodians, and transition managers.<br>• Adjust implementation plans based on external needs and internal policies to ensure seamless execution.<br>• Lead or participate in projects aimed at enhancing business processes across the organization.<br>• Act as a primary liaison for investment-related client events, ensuring objectives are met.<br>• Utilize strong analytical skills to develop solutions that align with client goals and organizational standards.<br>• Present updates and findings effectively through written reports and presentations to stakeholders.

• Minimum of six years of experience in investment management, with a focus on operations and investment processes.<br>• Deep knowledge of complex investment issues, vehicles, and procedures relevant to client events.<br>• Proven ability to manage projects and prioritize tasks under tight deadlines.<br>• Strong communication skills, both written and verbal, with experience in delivering presentations.<br>• Exceptional interpersonal abilities to build and maintain relationships across teams and clients.<br>• Bachelor’s degree in a related field or equivalent relevant experience required.<br>• Proficiency in Microsoft Office Suite and other relevant tools.<br>• Demonstrated leadership skills and the ability to drive consensus among diverse groups.

<p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>