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Associate – Client Onboarding

Associate – Client Onboarding

CompanyHarbourVest
LocationBoston, MA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior, Expert or higher

Requirements

  • Proven track record to prioritize multiple and often challenging priorities, strive to decisions, and deliver results consistently
  • Excellent communication skills, both written and verbal
  • Strong work ethic; genuine passion for excellence and constant improvement
  • A service-first mindset with a commitment to delivering an excellent client experience
  • Strong problem-solving and analytical skills
  • Ability to work across multiple teams and different levels of seniority and willingness to work independently as well as part of a team
  • Experience with the full Microsoft suite, and proficiency with Salesforce is a plus
  • Private market knowledge (highly preferred)

Responsibilities

  • Direct and coordinate the activities associated with closing clients into HarbourVest’s various 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 manage 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
  • Manage third party engagement in relation to the closing and onboarding processes
  • Collaborate with the closing team to identify standard processes, drive for increased efficiencies and ensure consistency in procedures, and exception handling across clients
  • And other responsibilities as required

Preferred Qualifications

  • Bachelor of Arts or Science (BS/BA) or equivalent experience
  • 5+ years’ experience in financial services preferably in private equity (Associate level)