Sr. Financial Services Associate

Job Description

Job Description

We are looking for an experienced Sr. Associate to support fund closing activities and create a smooth, high-quality experience for both prospective and existing clients in Boston, Massachusetts. This Long-term Contract position sits within the Financial Services industry and works closely with internal teams and external partners to move onboarding activities forward efficiently and accurately. The role is well suited for someone with a strong background in private markets operations who can balance client service, regulatory requirements, and multiple time-sensitive deliverables in a fast-paced environment.

Responsibilities:

• Coordinate end-to-end onboarding activities tied to fund closings, ensuring each step is completed accurately and within required timelines.

• Partner with investor relations, legal, compliance, tax, treasury, accounting, and external vendors to gather information, resolve issues, and maintain momentum across onboarding workflows.

• Review subscription materials and related organizational documentation to confirm completeness, accuracy, and alignment with internal and regulatory standards.

• Oversee KYC and client due diligence processes, escalating exceptions when needed and helping drive timely resolution of outstanding items.

• Serve as a key point of contact for clients and internal stakeholders by providing updates, answering process-related questions, and supporting a seamless onboarding experience.

• Track multiple onboarding cases at once, prioritize urgent requests, and keep detailed records to support audit readiness and operational transparency.

• Identify process gaps or bottlenecks and recommend improvements that increase efficiency, strengthen controls, and enhance the client journey.

• Support middle office and operational coordination associated with onboarding, including follow-up with treasury and other functional teams as requirements arise.

• 7+ years of experience in financial services, with substantial exposure to client onboarding, investor services, or related operational functions.
• Background in private equity, private wealth, or other alternative investment environments is strongly preferred.
• Working knowledge of KYC, AML, compliance, and client documentation requirements within regulated financial settings.
• Demonstrated ability to manage complex workflows involving multiple stakeholders, deadlines, and parallel priorities.
• Strong client service skills with the ability to communicate clearly and professionally across internal and external groups.
• Experience collaborating with teams such as legal, compliance, treasury, accounting, or middle office operations.
• Strong analytical and problem-solving abilities, with close attention to detail and a focus on process quality.
• Proficiency in organizing and tracking onboarding activity while maintaining accuracy in a fast-moving environment.