Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Associate

Harbourvest

Client Onboarding Associate 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. 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)

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Associate in Floral Park, Nassau County, NY vacancy
  • $26.5 - $42 per hour

     ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Garden City, NY
    1 day ago
  •  ...Wealth Management Client Associate Lynbrook, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Lynbrook, NY
    2 days ago
  • $26.5 - $42 per hour

     ...Wealth Management Client AssociateMerrill Wealth Management is a leading provider of comprehensive wealth management and investment...  ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Garden City, NY
    5 days ago
  • $25 - $44 per hour

     ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Lynbrook, NY
    1 day ago
  • $31.2k - $90k

     ...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Garden City, NY
    16 hours ago
  • $55k - $90k

     ...aForbesBest-in-State advisor team in Jericho, NY, as aSenior Registered Client Associateand become an integral part of a nationally recognized...  ...experienced professionals with3+ years in a Registered Client Associate positionand activeSeries 7 and 66 (or 63/65) licenses, ready to... 
    Full time
    Flexible hours

    RBC Capital Markets, LLC

    Jericho, NY
    2 days ago
  •  ...A leading financial services firm located in Jericho, NY is seeking a Senior Registered Client Associate to join their team. This role requires a Bachelor's degree or equivalent experience and active Series 7 and 66 licenses. Your responsibilities include maintaining... 

    RBC Capital Markets, LLC

    Jericho, NY
    4 days ago
  • $78.32k - $109.28k

     ...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing... 
    Full time

    Citigroup Inc

    East Meadow, NY
    1 day ago
  •  ...Client Services Associate Our client is seeking a client services associate who is accustomed to working in a fast paced environment. The ideal candidate will have excellent communication skills and a professional demeanor. This is an excellent opportunity for individuals... 
    Temporary work
    Work at office
    Local area
    Shift work
    Weekend work
    Afternoon shift

    The TemPositions Group of Companies

    Freeport, NY
    2 days ago
  •  ...Client Advisor Venus ET Fleur is a custom rose atelier that intersects the romantic tradition of sending flowers with stylish design. We specialize in lush, customizable arrangements which are everlasting roses that maintain freshness for over a year. Each personalized... 
    Part time
    Local area
    Flexible hours
    Rotating shift
    2 days per week

    Venus et Fleur

    Manhasset, NY
    3 days ago
  • $50k - $80k

     ...Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.  As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Jericho, NY
    more than 2 months ago
  • $100k

    Sokoloff Stern LLP is looking for a Litigation Associate with at least one year of experience to join our Long Island (Carle Place) or Poughkeepsie office. We’re a boutique civil insurance defense firm that handles general personal liability/tort and civil rights cases,... 
    Full time
    Work at office
    Flexible hours

    Sokoloff Stern LLP

    Carle Place, NY
    13 days ago
  •  ...the firm is dedicated to providing strategic solutions to meet client needs across various legal disciplines. With a strong emphasis...  ...Role Description This is a full-time on-site role for an Associate Attorney based in Garden City, NY. The Associate Attorney will... 
    Full time

    Solomon & Siris

    Garden City, NY
    8 days ago
  • $100k - $150k

     ...Personal Injury Attorney Uniondale, NY About Us We are a growing, client-focused personal injury firm dedicated to delivering compassionate, results-driven legal representation. We pride ourselves on advocating for individuals and families during some of... 

    Synectics

    Uniondale, NY
    1 day ago
  • DescriptionWe are looking for an experienced Commercial Transactions Attorney to support clients with sophisticated business agreements and strategic commercial matters at a boutique law firm in New York. This role is suited for a lawyer who can independently guide transactions... 
    Contract work

    Robert Half

    Garden City, NY
    3 days ago
  •  ...Attorney to join a collaborative legal practice in Garden City, New York. This position offers the opportunity to advise business clients on sophisticated tax matters tied to corporate transactions, planning strategies, and organizational decisions. The ideal candidate... 
    Local area

    Robert Half

    Garden City, NY
    1 day ago
  • $100k - $171k

     ...policyholders' rights and positively impacting our business. As an Associate Attorney at Liberty Mutual, you'll join a diverse team that...  ...resolution, applying your legal knowledge, research skills, and client relationship capabilities in a collaborative and supportive... 
    Full time
    Local area
    Remote work
    Flexible hours

    Liberty Mutual Insurance

    Mineola, NY
    2 days ago
  • $100k - $150k

     ...for an empathic, experienced personal injury attorney to help clients find justice and compensation for their injuries. You'll handle...  ...is imperative • State license to practice law and State Bar Association membership is mandatory • A minimum of 3 years of personal injury... 

    The Rizzuto Law Firm

    Uniondale, NY
    5 days ago
  •  ...Represent plaintiffs in personal injury cases, managing cases from inception through resolution Provide legal advice and counsel to clients regarding their claims and legal options Draft and file pleadings, motions, and other legal documents Negotiate settlements... 
    Work at office
    Remote work

    Trandon Associates

    Mineola, NY
    2 days ago
  •  ...office. The attorney will be responsible for providing legal advice, conducting research, negotiating settlements, and representing clients in personal injury cases on a day-to-day basis. In return, we offer: Competitive compensation contingent on experience... 
    Work at office

    The Sanders Firm

    Garden City, NY
    3 days ago
  •  ...A bit about us: Our client is a well-established personal injury law firm serving accident victims and injured workers throughout...  ...-tested partners are still actively working cases alongside associates, not just supervising from a distance. Attorneys here get real... 
    Work at office
    Local area

    Jobot

    New Hyde Park, NY
    3 days ago
  • $145k - $190k

     ...Bankruptcy & Restructuring Associate $145000 - $190000 per year | Uniondale, NY | Hybrid | Permanent A well-established, full-service New...  ...experience who wants meaningful responsibility, direct client exposure, and the opportunity to work closely with experienced... 
    Permanent employment
    Work at office
    Local area

    Australia-Employment

    Uniondale, NY
    1 day ago
  •  ...Summary: Our award-winning client is seeking a Personal Injury Attorney to join their team. This role offers a dynamic opportunity for a motivated individual with a passion for personal injury law. Manage diverse caseload, navigating legal intricacies from court representation... 
    Work at office

    Provision People

    Mineola, NY
    1 day ago
  • Role Overview Turing invites Legal Experts to join projects that fine-tune AI models like ChatGPT. If you enjoy applying legal reasoning, analyzing complex cases, and providing clear, structured feedback, this is your chance to put your expertise to work in a new way....
    Freelance
    Remote work
    Flexible hours

    Turing

    Floral Park, Nassau County, NY
    3 days ago
  • $160k - $350k

    Personal Injury Attorney BOS Staffing has partnered with a well-established Plaintiff's Personal Injury Law Firm seeking an experienced and aggressive Personal Injury Attorney to join their team in Floral Park, NY. This is an excellent opportunity for a motivated...
    Permanent employment
    Full time

    BOS Staffing

    Floral Park, Nassau County, NY
    4 days ago
  •  ...responsibilities will include but are not limited to: 1. Representing clients in a wide array of personal injury cases including car...  ...practice in the state and in good standing with the state bar association. 3. Minimum of 3 years of experience as a Plaintiff Personal... 
    Work at office
    Local area

    Jobot

    Uniondale, NY
    5 days ago
  •  ...willing to adhere to firm protocols and utilize case management system, make court appearances, manage caseload, maintain positive client relationships, try cases and assist partners as needed contributing to the firm as a team player. To apply please submit cover letter... 

    VBeyond

    Garden City, NY
    3 days ago
  • $200k - $280k

     ...Apply now by clicking the Apply button and sending us your resume. Salary: $200,000 - $280,000 per year A bit about us: Our client, a premier Chicago litigation boutique founded by former Big Law partners, seeks an experienced commercial litigator. Join a... 
    Contract work
    Local area
    Immediate start

    Jobot

    Uniondale, NY
    3 days ago
  • $100k - $135k

    Plant Controller - Hybrid after 90 days / great leadership in place This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $100,000 - $135,000 per year A bit about us: We ...
    Local area

    Jobot

    Uniondale, NY
    1 day ago
  • $170k - $250k

     ...litigation, coupled with a strong background in commercial real estate transactions and land use and development. They will advise clients on federal and state environmental regulations (e.g., CERCLA, CAA, RCRA, ECL, SEQRA, NAV); represent clients in environmental litigation... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Oak Ridge Legal Search LLC

    Uniondale, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Associate. Be the first to apply!