Client Onboarding Senior Associate (Monterrey)

Position is open to candidates based in Monterrey or Mexico City. The Onboarding Senior Associate supports operational needs of prospects, clients, and internal stakeholders across new client onboarding, data management, and user access administration within the Private and Total Plan platforms. The role includes project management responsibilities: coordinating cross-functional initiatives, managing timelines, mitigating risks, and ensuring clear communication throughout the onboarding lifecycle.

• Configure and maintain client-specific data within the Private and Total Plan platforms with high accuracy, adhering to methodologies, data governance standards, and quality controls.
• Lead and manage onboarding-related workstreams, defining milestones, dependencies, and deliverables and ensuring on-schedule execution.
• Provide client support by responding to inquiries and service requests, leveraging CRM tools to trac...