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© All Rights Reserved. ApplyBlast.com
Partners Capital
The Client Onboarding Associate in Boston will coordinate onboarding and account opening for new clients, serving as the primary point of contact between clients and internal investment teams. The role involves preparing documentation, ensuring compliance with KYC and AML regulations, setting up client portals, and supporting operational efficiency and strategic initiatives.
Partners Capital is an Outsourced Chief Investment Officer (OCIO) firm servicing endowments, foundations, family offices and private clients.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Partners Capital.
28% above the average for this role
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