Onboarding Specialist
(United States)
As an Onboarding Specialist, you’ll manage end-to-end fund and investor onboarding for U.S.-based clients, ensuring AML/KYC compliance and smooth transitions from onboarding into ongoing fund servicing.
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Position Details
Application Timeline
We review applications as they come in, so we encourage you to apply early. Shortlisted candidates will be contacted directly by our team.
About Ascent Fund Services
Ascent Fund Services (The Ascent Group) is part of KFin Technologies Limited, a global, technology-led financial services group listed on the National Stock Exchange of India. KFintech delivers scalable digital platforms and fund services to investment managers, asset owners, and intermediaries across major financial markets worldwide.
In the United States, Ascent combines local regulatory expertise with global operating infrastructure and technology platforms to deliver full-lifecycle fund administration, registry, and investor servicing solutions to alternative asset managers.
About This Role
As Onboarding Specialist – Fund Solutions, you will be responsible for managing end-to-end fund and investor onboarding for U.S.-based clients, with a strong focus on AML/KYC, investor due diligence, and onboarding documentation.
This role forms a key part of Ascent’s U.S. operating model and serves as a dedicated onboarding and AML/KYC execution resource. You will operate with a high degree of ownership while working closely with U.S. leadership and global Client Services, Operations, and Compliance teams to ensure consistent execution aligned with group frameworks.
Reporting to: Managing Director – USA
Working with: U.S. Client Services, Global Operations, and Compliance teams
What You’ll Be Responsible For
Investor & Fund Onboarding
- Manage end-to-end onboarding for U.S. funds and investors, including AML/KYC, FATCA/CRS, and beneficial ownership reviews.
- Review, validate, and approve investor documentation in line with U.S. regulatory requirements and internal policies.
- Support fund launches by coordinating onboarding timelines and documentation requirements.
- Maintain accurate onboarding records, checklists, and audit trails.
AML/KYC & Regulatory Support
- Apply U.S.-specific AML/KYC standards consistently across onboarding activities.
- Identify and escalate high-risk or complex onboarding cases as required.
- Support periodic reviews, remediation requests, and ongoing investor due diligence.
Client & Internal Coordination
- Act as a key point of contact for onboarding-related queries from U.S. clients and investors.
- Partner closely with U.S. Client Services teams to ensure a smooth transition from onboarding to ongoing servicing.
- Coordinate with global teams to maintain alignment with group compliance frameworks.
Process Improvement & Reporting
- Track onboarding progress and turnaround times; provide regular status updates to management.
- Identify opportunities to streamline onboarding workflows and improve efficiency.
- Contribute to the development and documentation of U.S.-focused onboarding best practices.
What You’ll Bring
- Bachelor’s degree in Finance, Accounting, Business, or a related discipline
- 3–6 years’ experience in fund administration, investor onboarding, AML/KYC, or a related financial services role.
- Strong working knowledge of AML/KYC requirements; exposure to U.S. investors or fund structures preferred.
- Experience supporting hedge funds, private equity funds, or other alternative investment vehicles.
- Excellent attention to detail and organisational skills
- Strong written and verbal communication skills, with confidence engaging directly with clients and investors.
- Proficiency in Microsoft Office; familiarity with fund administration or onboarding systems is a plus.
What We Offer
- Opportunity to join a fast-growing global fund administration platform with a rapidly expanding U.S. presence.
- Ownership of a critical onboarding and AML/KYC function supporting U.S. clients.
- Remote working with collaboration across the U.S., Asia, and EMEA.
- Competitive compensation and strong opportunities for career development.
- Modern, collaborative, and progressive working environment.
Apply for this Role
We’re looking for motivated professionals ready to make an impact. Submit your application below to take the next step with The Ascent Group.
Not the right fit?
We’re always growing across our global offices, with opportunities for professionals at every stage of their careers. Visit our Careers page to discover the role that’s right for you.
