Director, Client Service

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. The Manager, Client Service leads a high-performing team responsible for delivering a consistent, high-touch client experience. This role combines day-to-day operational leadership with strategic contribution—owning service delivery, deepening client relationships, resolving sophisticated issues, and driving cross-functional initiatives that scale processes and improve quality.

The Manager partners closely across the firm to ensure timely, accurate, and compliant service across private wealth channel while contributing to departmental plans and continuous improvement.

The ideal candidate is someone who is:

Be responsible for day-to-day workflows, SLA adherence, quality control, regulatory requirements, and audit readiness for the team’s deliverables.

Client-facing experience in asset management or financial services servicing private wealth clients and distributors, with dynamic responsibility in client operations/service; at least 3–5 years of people leadership.

Shown familiarity with investment management and performance concepts; high comfort with quantitative analysis. Proficiency with CRM platforms (e.g., Salesforce) and workflow/project management tools; ability to build and interpret dashboards and metrics.

Education Preferred:
Bachelor of Arts (B.A) degree or comparable experience Bachelor of Science (B.S) credential or equivalent professional experience Master of Business Administration (MBA) or comparable experience

Experience:

8-10 Years of experience in client service management ideally in the wealth segment   3–5 years of people leadership experience.

Harbour Vest is an independent, global private markets firm with over 43 years of experience and more than $146 billion of assets under management as of June 30, 2025. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,270 employees, including more than 230 investment professionals across Asia, Europe, and the Americas.

Across our private markets platform, our team has committed more than $64 billion to newly-formed funds, completed over $66 billion in secondary purchases, and invested over $49 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities.
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