Client Onboarding Associate

Company Overview

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.

Team Overview

KKR’s Client Operations Team supports clients in a variety of ways throughout the client lifecycle, from onboarding to investor communications, reporting, and overall relationship management across all asset classes, products and geographies. The team is global and works closely with KKR’s Client Solutions (“KCS”), operational groups (Legal, Compliance, Finance, Treasury, Tax, Human Resources) and the firm’s Investment professionals to provide information and solutions to clients.

KKR seeks to recruit an experienced professional who is passionate about providing a high quality client experience and enhancing data, processes and technological solutions to join the Client Operations Team and assume primary responsibility for client onboarding and managing client and other related information throughout the client lifecycle. This responsibility is large and growing, and is an opportunity to work in a cross-functional capacity with key internal and external stakeholders while simultaneously evolving operational workflows.

Responsibilities

• Serve as the primary point of contact and process owner for the onboarding of new clients across all products and asset classes
• Manage end-to-end client onboarding workflows, such as KYC/AML, tax documents, document intake, investor portal setup, and internal system integration
• Coordinate across internal teams (legal, compliance, tax, finance, investment teams) to ensure timely and accurate onboarding
• Develop and maintain standardized procedures and playbooks for onboarding across fund structures and jurisdictions
• Own and enhance onboarding tracking tools, including dashboards, to monitor pipeline progress and identify bottlenecks
• Partner with technology teams to build automated and scalable onboarding solutions, and maintain an active backlog of system and workflow enhancements
• Contribute to the design and expansion of client self-service capabilities related to onboarding (e.g., data collection portals, onboarding checklists)
• Ensure all onboarding-related data, documents, and client records are complete, accurate, and audit-ready
• Lead periodic reviews of the onboarding experience to gather feedback and implement improvements that enhance client satisfaction
• Maintain and improve onboarding governance, including documentation standards, exception protocols, and data stewardship
• Support strategic initiatives related to onboarding, such as new product launches, regulatory updates, or cross-border operational alignment
• Serve as data steward with objectives of protecting and enriching investor and commitment data
• Continue the enhancement of robust data governance frameworks
• Build and support the self-service support framework to ensure we are providing the ideal experience for KKR LPs.
  
  

Requirements

• Four-year bachelor’s degree with a strong academic record from an accredited college or university
• Three to Five years of relevant experience, preferably working in financial services, consulting, financial administration or law
• Understanding of alternative investments and both equity and credit product offerings
• Prior relevant client service and project management experience, ideally at an alternative asset management firm and a commitment to providing best-in-class service
• Motivated self-starter who will own all operational aspects of the required processes
• Articulate, thoughtful professional with the ability listen well and ask targeted questions when needed
• Innovative thinker with a desire to build process improvements rooted in agile technology and collaborate with teams across the firm
• Extremely high attention to detail and accountability
• Ability to maintain impeccable records of investor documents
• Highly organized with exceptional attention to detail and excellent follow-through
• Grace under pressure, a strong work ethic, 24/7 service mentality and a positive attitude
• Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of a broad base of colleagues, and a good sense of humor
• An “always on call” orientation to work
• Ability to identify, escalate, and resolve problems/issues
  
  

This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

Base Salary Range

$100,000—$130,000 USD

KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.