Associate, Client Onboarding
At a glance
Entry-level Customer Success role at HarbourVest. Bogotá · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Coordinate client closings for commingled funds across investment, sales, marketing, compliance, legal, tax, accounting, and custom solutions teams
- Keep onboarding work aligned with timelines by managing priorities across stakeholders and partnering with other onboarding associates
- Track upcoming activity with internal and external partners, clarifying status, expectations, risks, and schedule changes
- Oversee third parties involved in client closing and onboarding work
- Help standardize closing procedures, improve efficiency, and handle client-specific exceptions consistently
What you bring
- At least five years in financial services, preferably with private equity experience
- A bachelor's degree in arts or science, or equivalent experience
- Strong written and verbal communication, analytical problem-solving, and client service skills
- Experience using the full Microsoft suite, with Salesforce proficiency as an advantage
Who this fits
This role suits someone who can prioritize difficult work, operate independently, and coordinate effectively across teams and seniority levels. It is a hybrid position in Bogotá, with up to eighteen remote workdays per quarter subject to manager approval. Private markets knowledge is strongly preferred.
From the employer
Job Description Summary
For over forty years, HarbourVest 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.
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.
HarbourVest 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.
HarbourVest 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.
The ideal candidate is someone who has:
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)
What you will do:
Direct and coordinate the activities associated with closing clients into HarbourVest'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
Education Preferred
Bachelor of Arts or Science (BS/BA) or equivalent experience
Experience
5+ years’ experience in financial services preferably in private equity (Associate level)
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