Senior Associate, Client Onboarding

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

Senior Associate, Client Onboarding

Hybrid work arrangement. The Senior Associate, Client Onboarding will work closely with our prospects and existing clients to assist with the fund closing process and coordinate with cross-functional teams such as investor relations, investment staff, legal, compliance, tax, treasury, accounting, custom solutions, and third‑party administrators/vendors to build an optimal and efficient 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, 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, ensuring consistency in procedures and exception handling across clients.

Qualifications

• Previously worked in a client service role and able to proactively identify servicing needs.
• Consistent track record of prioritizing multiple and often challenging priorities, striving to make decisions, and delivering results consistently.
• Solid work ethic; genuine passion for excellence, intellectual curiosity, and constant improvement to deliver exceptional client experience.
• Good understanding of the client onboarding process and requirements based on client type (e.g., Institutional, Private Wealth).
• Strong problem‑solving and analytical skills.
• Ability to partner with multiple teams to obtain the desired result while working independently to deliver key results.
• Demonstrates a strong client‑focused mindset and a commitment to continuously enhance the overall client experience.
• Proficient communication (written and verbal) and engagement with individuals across all levels.
• Ability to multi‑task multiple priorities while being very organized.
• Proficiency with CRM platforms (e.g., Salesforce), Microsoft Office suite, and workflow/project management tools.
• Experience with closed‑ended vehicles as well as 34 and 40 Acts funds.

Preferred Qualifications

• Bachelor of Arts or Science (BS/BA) or equivalent experience.
• 7+ years of experience in financial services, preferably in private equity and the wealth segment.

HarbourVest is an equal opportunity employer.