Job Description

Req #58
SGGG Fund Services Inc., Newark, Delaware, United States of America



Posted Friday, August 22, 2025, 5:00 AM
SGGG Fund Services (U.S.) Inc. is seeking a proactive and service-oriented

Onboarding & Client Success Associate

to join our team. Reporting to the Head of Growth, U.S.A, this role is integral to the growth of SGGG-FSI, U.S.A., with responsibilities ranging from client onboarding, and due diligence, to CRM system maintenance, and general administrative support.



We welcome applicants from the tri-state area (NY, NJ, CT).



As a valued member of our Client Success team, you will gain comprehensive knowledge of our USA operations. Including our diverse client base and the many fund types that SGGG-FSI U.S.A. supports. The range of services that SGGG-FSI provides will be similar to that of SGGG-FSI Canada, and includes fund accounting, investor services, financial statement preparation, audit preparation, tax services, and more. This knowledge will enable you to effectively guide prospective and new clients through our sales and onboarding process.



The ideal candidate will be skilled in engaging with stakeholders at all levels, including the C- suite, and liaising with both internal and external departments.

About you

You are service-oriented, with a strong sense of ownership of client issues You are interested and capable of building long-lasting relationships You are a strong team player who is adaptable and solution oriented You have an innovative mindset, capable of foster ingenuity and providing support across teams You are proactive and have a positive attitude, with a "can-do "approach to enhance client satisfaction Entrepreneurial mindset, with a proactive approach to client service and problem-solving You are self-motivated and adaptable, thriving in a remote work setting while maintain high performance and accountability

Core Responsibilities

Assist the Head of Growth, U.S.A. in managing and executing the new client onboarding process to ensure a seamless transition and exceptional client service Support marketing initiatives such as organizing events, targeted e-mail campaigns, and preparing SGGG-FSI white papers Prepare client proposals, presentations, service agreements, and other sales-related documents Act as the primary point of contact for new clients, addressing their inquiries, and ensuring their needs are met in a timely manner Monitor client satisfaction, identify areas of improvement, and implement strategies to enhance the client experience Maintain effective working relationships with our client's third-party service providers, including but not limited to: lawyers, prime brokers, Operational Due Diligence firms, custodians, audit/tax providers, etc. Proactively engage in business development initiatives outside core responsibilities to strengthen and expand the SGGG US brand presence

Qualifications - Required

Post-secondary education in a relevant field 1-2 years of experience in marketing, sales, client-service, or operations within the financial services industry Strong Microsoft Office skills Clear and fluent communication skills (written, verbal) Ability to work independently and thrives in a fast paced and remote environment Exercise good judgement at all times, knows when to escalate matters Superior communication and interpersonal skills Excellent client service skills Strong attention to detail

Nice to haves

Based in New York City or nearby regions (tri-state area), with availability for occasional in-person collaboration and event participation. Proficiency in graphic design and familiarity with design tools to create compelling marketing materials. Experience in brand marketing, with a strong understanding of content creation, including graphic design, social media posts, blogs, and other promotional materials. Willingness to travel up to 10% annually

About SGGG Fund Services Inc.

SGGG Fund Services is Canada's largest independent administrator of alternative funds with $95 billion (CAD) under administration. Using Diamond, our proprietary fund administration software, SGGG-FSI's 385 employees provide full-service fund administration to clients from our headquarters in Toronto and affiliate offices in Cayman, the United States, and India. Our vision is to be the first choice for fund administration.



We have repeatedly earned Top Hedge Fund Administrator at the Canadian Hedge Fund Awards, and have been named to several national Great Place to Worklists, including:


14th Overall in Canada

Best in Ontario

Best in Financial Services & Insurance

Best for Inclusion

Best for Today's Youth

Best for Women

Best Managed by Women




Our total compensation package includes a competitive base salary, an annual bonus, health and dental benefits for employees and their families, life + AD&D + travel insurance, and a group retirement plan. We encourage and support professional growth, career development, and learning opportunities for our staff.

Our office is in the heart of downtown Toronto. We have adopted a hybrid work model that offers great flexibility between working remotely or in the office.

Hire contingent on successful completion of a background check

SGGG-FSI supports a workplace that respects diversity and inclusion. We appreciate the unique perspectives and experiences each of our employees bring to the job, and our success is underpinned by their contributions to our culture and our values.

SGGG-FSI welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Job Details


Job Start Date

Monday, September 8, 2025

SGGG Fund Services Inc., Newark, Delaware, United States of America