Senior Associate, Onboarding

Senior Associate, Onboarding page is loaded## Senior Associate, Onboardinglocations:
Boston time type:
Full time posted on:
Posted Todayjob requisition :
R2198
** Job Description Summary
** For over forty years, Harbour Vest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative  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.

We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.

Harbour Vest is an equal opportunity employer.

This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.

The Senior Associate, Client Onboarding Associate will assist with the fund closing processes by coordinating individual efforts across the firm. This person will work with many cross functional teams such as investor relations, investment staff, legal, compliance, tax, treasury, accounting, custom solutions, and marketing to bring all parties together to build an optimal and efficient process and overall client experience.## ## The ideal candidate is someone who has:
* Proven track record to prioritize multiple and often challenging priorities, strive to decisions, and deliver results consistently
* Strong work ethic; genuine passion for excellence, intellectually curious and constant improvement
* Experience with in private markets understanding the needs of the various client segments (Banks, Distributors, Financial Advisors)
* Strong problem-solving and analytical skills
* Ability to work across multiple teams and willingness to work independently as well as part of a team## ##

What you will do:

* Direct and coordinate the activities associated with closing clients into Harbour Vest's various Evergreen and 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
* Provides strong oversight of Fund Administrators and ensures data is accurate and complete by performing your own validation
* Collaborate with internal teams to identify standard processes, drive for increased efficiencies and ensure consistency in procedures, and exception handling across clients## ##

What you bring:

* Demonstrates a strong client‑focused mindset with a commitment to continuously enhancing the overall client experience and be client obsessed
* Possesses a background in asset management or financial services, specifically servicing private wealth clients and intermediary distributors, with hands‑on responsibility for client operations and service functions
* Proficient communication (written and verbal) and engagement with individuals across all levels
* Proficiency with CRM platforms (e.g., Salesforce), Microsoft suite and workflow/project management tools
* Experience with 34 and 40 Acts funds preferable## ## Education Preferred
* Bachelor of Arts or Science (BS/BA) or equivalent experience## ## Experience
* 5+ years’ experience in financial services preferably in private equity and in the wealth segment
** Salary Range**$90,000.00 - $This USD base salary…