Associate, Client Onboarding

Client Onboarding Associate

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 thinking.

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.

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.

Harbour Vest is seeking a Client Onboarding Associate to 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.

• 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
• Excellent client service orientation
• 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)

• Direct and coordinate the activities associated with closing clients into Harbour Vest'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

• Bachelor of Arts or Science (BS/BA) or equivalent experience

• 5+ years' experience in financial services preferably in private equity (Associate level)