Hybrid Client Onboarding Lead - Private Equity Funds

Harbourvest Partners (U.K.) Limited; Boston (MA); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Harbourvest Partners (U.K.) Limited in Boston is seeking a Senior Associate for Client Onboarding. This role focuses on working with clients to facilitate efficient onboarding while collaborating with cross-functional teams like legal, accounting, and tax.

The ideal candidate will have a strong background in client service, excellent problem-solving skills, and proficiency in CRM platforms. A Bachelor's degree and over 7 years of experience in financial services, especially in private equity, is preferred. The position offers a hybrid work arrangement.

Qualifications

• 7+ years of experience in financial services, preferably in private equity and the wealth segment.
• Good understanding of client onboarding processes based on client types.
• Ability to multi-task and manage multiple priorities effectively.

Responsibilities

• Review subscription documents and KYC documents to ensure completion.
• Coordinate activities for closing clients into various fund strategies.
• Develop relationships with internal and external partners for effective communication.
• Ensure collaboration among Fund Administrators during onboarding.
• Identify opportunities to enhance client experience and drive efficiencies.

Skills

Client service experience

Problem-solving and analytical skills

Communication skills

Organizational skills

Proficiency in CRM platforms

Education

Bachelor of Arts or Science (BS/BA)

Tools

Salesforce

Microsoft Office Suite

Workflow/project management tools

Job description

Harbourvest Partners (U.K.) Limited in Boston is seeking a Senior Associate for Client Onboarding. This role focuses on working with clients to facilitate efficient onboarding while collaborating with cross-functional teams like legal, accounting, and tax.

The ideal candidate will have a strong background in client service, excellent problem-solving skills, and proficiency in CRM platforms. A Bachelor's degree and over 7 years of experience in financial services, especially in private equity, is preferred. The position offers a hybrid work arrangement.