Senior Associate, Client Onboarding

HarbourVest Partners•Boston, MA

1d•$100,000 - $115,000•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

Previously worked in a client service role and is able to proactively identify servicing needs
Consistent track record to prioritize multiple and often challenging priorities, strive to decisions, and deliver results consistently
Solid work ethic; genuine passion for excellence, intellectually curious and constant improvement to deliver exceptional client experience
A good understanding of the client onboarding process and requirements based on client-type i.e. Institutional, Private Wealth.
Strong problem-solving and analytical skills
Ability to partner with multiple teams to obtain the desired result in addition to being able to work independently to delivery key results

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
Provides strong oversight of Fund Administrators and ensures 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