Stephen St.Claire
About Stephen St.Claire
Stephen St. Claire is an Onboarding Manager at VISTRA, with a background in operations and client onboarding across several financial firms. He has over a decade of experience in the finance sector, having held various roles at Sentinel Benefits & Financial Group and Cambridge Associates.
Work at Vistra
Stephen St.Claire has been serving as the Onboarding Manager at Vistra since 2019. In this role, he is responsible for overseeing the onboarding process for new clients, ensuring a smooth transition and integration into the company's services. His experience in client onboarding and operations management contributes to the efficiency and effectiveness of the onboarding team.
Previous Experience in Onboarding and Operations
Before joining Vistra, Stephen St.Claire held various roles in onboarding and operations. He worked at Cambridge Associates as an Onboarding Specialist from 2015 to 2017, where he focused on client onboarding processes. He also served as Team Coordinator - Client Onboarding at Cambridge Associates from 2017 to 2018. Earlier in his career, he was an Operations Associate at Sentinel Benefits & Financial Group from 2010 to 2012, and later became Team Leader in Operations - EDI at the same company.
Education and Expertise
Stephen St.Claire earned a Bachelor of Science in Finance from Suffolk University - Sawyer Business School, completing his studies from 2006 to 2010. His educational background in finance has equipped him with the analytical skills necessary for his roles in financial services and client onboarding.
Career Development at Cambridge Associates
At Cambridge Associates, Stephen St.Claire progressed through several positions. He began as a Senior Advisory Services Associate in 2015 for six months, then transitioned to Team Coordinator - Client Onboarding from 2017 to 2018. His roles at Cambridge Associates contributed to his expertise in client relations and onboarding processes.
Early Career at Merrill Lynch
Stephen St.Claire began his career in finance as a Wealth Management Assistant/Intern at Merrill Lynch from 2009 to 2010. This internship provided him with foundational experience in wealth management and client service, which he later applied in his subsequent roles in the financial services industry.