Associate, Client Onboarding

HarbourVest Inc

Hybrid
5+ years financial services experience
Private equity knowledge preferred
Cross-functional team collaboration
HarbourVest is seeking a Client Onboarding Associate to coordinate fund closing processes and build optimal client experiences

Job Summary

  • HarbourVest is seeking a Client Onboarding Associate to coordinate fund closing processes and build optimal client experiences.
  • The role requires collaborating with diverse internal teams including legal, compliance, tax, and investment staff to ensure efficient operations.
  • This position offers a hybrid work arrangement providing 18 remote workdays per quarter at the employee's discretion.

Matching Summary

HarbourVest is seeking a Client Onboarding Associate to coordinate fund closing processes and build optimal client experiences.

Skills & Requirements

Must-have

  • 5+ years financial services experience
  • Private equity knowledge preferred
  • Cross-functional team collaboration
  • Microsoft Office suite proficiency
  • Strong written and verbal communication

Nice-to-have

  • Salesforce proficiency
  • Client service orientation
  • Problem-solving and analytical skills
  • Entrepreneurial spirit
  • Innovation mindset

Key Requirements

  • Bachelor of Arts or Science degree
  • 5+ years experience in financial services
  • Associate level experience in private equity

Work Rights

Not specified

Tailored Resume

Cover Letter