HarbourVest Partners

Senior Associate, Client Onboarding

Boston · Senior

Sponsorship not specified$100k-$115kDetected 28 days ago

Project ManagementSalesforceCRMAccountingOnboardingCommunicationCollaborationProblem Solving

About the role

As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive.

Review subscription documents and corresponding Know Your Customer documents and communicate with the client to ensure all documentation is in good order while providing a positive client experience.
Develop working relationships with internal and external partners to keep informed about all upcoming activity by clarifying current statuses, expectations, monitoring risks, and ensuring engagement as schedules change
Identify areas of opportunity to enhance the client experience and drive increased efficiencies and ensure consistency in procedures, and exception handling across clients

The ability to multi-task multiple priorities while being very organized
Proficiency with CRM platforms (e.g., Salesforce), Microsoft suite and workflow/project management tools
Experience with closed-ended vehicles as well as 34 and 40 Acts funds
Bachelor of Arts or Science (BS/BA) or equivalent experience
7+ years' experience in financial services preferably in private equity and in the wealth segment
Demonstrates a strong client‑focused mindset in everything you do with a commitment to continuously enhance the overall client experience
Possesses a background in asset management or financial services, specifically servicing private wealth clients and intermediary distributors, with hands‑on responsibility for client operations and service functions
Proficient communication (written and verbal) and engagement with individuals across all levels

Previously worked in a client service role and is able to proactively identify servicing needs
Solid work ethic
Strong problem-solving and analytical skills
A good understanding of the client onboarding process and requirements based on client-type i.e. Institutional, Private Wealth.

Job Description Summary
HarbourVest is an equal opportunity employer.
This position will be a hybrid work arrangement.
The Senior Associate, Client Onboarding will work closely with our prospects and existing clients to assist with the fund closing process.

$100,000.00 - $115,000.00
This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements.
This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance.
In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs.
Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.

Education Preferred
Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography.

This listing is sourced directly from HarbourVest Partners's careers page and normalized into a canonical job model.