Hybrid Client Onboarding Specialist

HarbourVest Partners; Dublin; Hybrid; EUR 52,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Remote workdays

Equal opportunity employer

Job summary

HarbourVest Partners is seeking a Client Onboarding Analyst to coordinate cross-functional efforts across the firm, ensuring a smooth client experience in our hybrid work environment in Dublin. You will work with investor relations, legal, tax, accounting and marketing to close fund subscriptions efficiently.

The ideal candidate has 2+ years in financial services (private equity preferred), strong communication and analytical skills, and the ability to manage multiple priorities across teams

Qualifications

• 2+ years’ experience in financial services, preferably private equity.
• Bachelor's degree or equivalent experience required.

Responsibilities

• Support closing clients into HarbourVest’s fund strategies with cross-functional teams.
• Coordinate processes with client onboarding team to meet timelines and priorities.
• Develop relationships with internal/external partners and monitor schedules and risks.
• Review Know Your Customer documents to ensure completed documentation and positive client experience.

Skills

Excellent communication

Analytical skills

Prioritization

Problem solving

Team collaboration

Microsoft Office

Salesforce

Education

Bachelor's degree (BS/BA)

Tools

Salesforce

Microsoft Office

Job description

HarbourVest Partners is seeking a Client Onboarding Analyst to coordinate cross-functional efforts across the firm, ensuring a smooth client experience in our hybrid work environment in Dublin. You will work with investor relations, legal, tax, accounting and marketing to close fund subscriptions efficiently.

The ideal candidate has 2+ years in financial services (private equity preferred), strong communication and analytical skills, and the ability to manage multiple priorities across teams