Senior Associate, Client Onboarding

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

Overview

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. 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. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.

We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.

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. This person will also work with many cross functional teams such as investor relations, investment staff, legal, compliance, tax, treasury, accounting, custom solutions, and third party administrators/vendors to bring all parties together to build an optimal and efficient process and overall client experience.

Responsibilities

• 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.
• Direct and coordinate the activities associated with closing clients into HarbourVest's various Evergreen and commingled fund strategies, working closely with investments, sales, marketing, compliance, legal / regulatory, tax, accounting, and custom solutions.
• Work closely with the Client Onboarding team members to complete the processes according to planned timelines and handle priorities across different stakeholders.
• 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.
• Provide strong oversight of Fund Administrators and ensure effective collaboration throughout all client onboarding processes.
• Identify areas of opportunity to enhance the client experience and drive increased efficiencies and ensure consistency in procedures, and exception handling across clients.

What you bring

• 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.
• 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.

Education

• Bachelor of Arts or Science (BS/BA) or equivalent experience.

Experience

• 7+ years’ experience in financial services preferably in private equity and in the wealth segment.

Base Salary

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