Senior Associate, Client Onboarding
$100,000–$115,000 year
HybridBoston, Massachusetts, United States
Job Summary
Hybrid Senior Associate, Client Onboarding at HarbourVest focused on coordinating the closing process for clients across Evergreen and commingled fund strategies. You will review subscription and Know Your Customer documents, ensure documentation is in good order, and work with internal teams (investments, sales, marketing, compliance, legal, regulatory, tax, accounting, and custom solutions) to deliver a positive client experience. Develop relationships with internal and external partners, monitor timelines and risks, clarify statuses, and drive throughput of onboarding activities. The role requires a client-service mindset, strong communication, ability to manage multiple priorities, and experience with private wealth servicing, CRM tools (Salesforce), and familiarity with closed-ended funds and applicable acts. Education preferred BS/BA or equivalent experience; 7+ years in financial services is sought.
Required Qualifications
- Background in asset management or financial services servicing private wealth clients
- Hands-on responsibility for client operations and service functions
- Proficient written and verbal communication
- Ability to multi-task multiple priorities and stay organized
- Experience with CRM platforms (e.g., Salesforce)
- Knowledge of client onboarding process and related documentation
- Ability to partner with multiple teams (investments, sales, marketing, compliance, legal, tax, accounting) and deliver results
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.