Hybrid Senior Associate, Client Onboarding & Experience

HarbourVest Partners; Boston (MA); Hybrid; USD 100,000 - 115,000; Full time

Benefits offered by this job

Discretionary annual bonus

Long-term reward programs

Comprehensive total rewards package

Job summary

HarbourVest Partners, based in Boston, is seeking a Senior Associate for Client Onboarding. This hybrid role will involve collaborating with clients and various teams to streamline the fund closing process. A strong client-focused mindset and over 7 years of experience in financial services, particularly in private equity, are essential.

The ideal candidate will have proficiency in CRM platforms like Salesforce, excellent communication skills, and the ability to manage multiple priorities efficiently. This position also offers a competitive salary range of $100,000 - $115,000, plus annual bonus potential.

Qualifications

• 7+ years’ experience in financial services, preferably in private equity.
• Experience servicing private wealth clients.
• Ability to handle multiple priorities effectively.

Responsibilities

• Coordinate activities for closing clients into funds.
• Develop relationships with internal and external partners.
• Identify opportunities to enhance client experience.

Skills

Client-focused mindset

Client operations experience

Communication skills

Organizational skills

CRM platform proficiency

Experience with closed-ended vehicles

Education

Bachelor of Arts or Science (BS/BA)

Tools

Salesforce

Microsoft Suite

Project management tools

Job description

HarbourVest Partners, based in Boston, is seeking a Senior Associate for Client Onboarding. This hybrid role will involve collaborating with clients and various teams to streamline the fund closing process. A strong client-focused mindset and over 7 years of experience in financial services, particularly in private equity, are essential.

The ideal candidate will have proficiency in CRM platforms like Salesforce, excellent communication skills, and the ability to manage multiple priorities efficiently. This position also offers a competitive salary range of $100,000 - $115,000, plus annual bonus potential.