Posted 2w ago

Client Onboarding Assistant

@ Kaufman Rossin
Bengaluru, Karnataka, India
HybridFull Time
Responsibilities:prepare onboarding, track onboarding, coordinate documentation
Requirements Summary:Assist with client onboarding, review submissions, track requests, coordinate documentation, and support compliance tasks; strong communication and organization; Salesforce experience preferred.
Technical Tools Mentioned:Salesforce, CRM systems
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Job Description

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.