Associate – Client Onboarding
Company | HarbourVest |
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Location | Boston, MA, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Senior, 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)