Client Service Associate

Job Description Summary

HarbourVest is seeking a Client Service Associate to join our Client Service Organization. This role will work closely with Account Managers and across HarbourVest functional teams to complete daily inquiries from different clients across all types of funds and accounts. HarbourVest’s clients are primarily institutions including public and private pensions, endowments, foundations, sovereign wealth funds, family offices, and health service organizations. This position offers an exciting opportunity to develop a strong understanding of all aspects of the client journey within private markets asset management including onboarding, capital calls, distributions, reporting, and portfolio reviews. The position also includes working closely with specialist teams across the firm including investment, solutions, accounting, treasury, tax, legal, compliance, and marketing. Along with Account Managers, the Client Service Associate will be the face of HarbourVest to clients and will be required to demonstrate strong relationship building and client management skills.

Job Skills and Abilities
- Highly organized self-starter who flourishes in a fast-paced, high-volume environment
- Strong client relationship /management skills
- Familiarity with investment concepts and high level of comfort with numbers and analysis
- Excellent written, comprehension, and verbal communication skills
- Mandarin and Cantonese Language skills are a plus
- Strong technical skills and with familiarity with business process technology and Salesforce a plus
- Detailed oriented individual with excellent project management skills
- Team player within and across functional teams and all levels of the organization

**Responsibilities**:
As members of the Client Service team, Associates will play an integral role in managing client relationships with the goal of building and improving service to clients. Facilitation of responses to client inquiries and partnership with internal stakeholder will be key components to the success of the individual and team.

Service Support: 90%

The Associate will develop and maintain strong external and internal relationships through:

- Listening, understanding, and appropriately responding to clients’ needs
- Collaborating with internal teams to deliver on client requirements and ensure excellent client experience
- Partnering with Account Managers to support client engagement and establish clear communication channels
- Working as an adaptable team player who proactively assists with workload rebalancing and high-priority items and collaborates with colleagues in other regions

Drawing from an expansive knowledge and understanding of HarbourVest systems and procedures, the Associate will:

- Triage and respond to requests and inquiries in an accurate and timely manner following workflow and best practices
- Coordinate delivery of recurring requests to drive proactive and timely service
- Think and act quickly, analytically, and creatively to identify solutions for client needs
- Demonstrate sound business judgment and consideration for potential impact of decisions on the business

Manage and complete requests based on type and complexity, including:

- Independently completing request based on defined client service procedures
- Engaging functional teams when expertise is required and seeing through to completion
- Coordinating response to client requiring input from various functional teams

Client Relationship Management: 10%
- Assist Account Manager(s) with existing client engagements by providing insight to daily activities and raising potential areas of concern to assist with ongoing client meetings and conversations
- Assist Account Manager(s) with prospective clients by sharing information about the client service model and the service team that will be involved post-onboarding. This may include participating in calls or meetings with prospective clients as part of the Account Team.

Education

BS/BA or equivalent

Work Experience

3-5 years of Client Service or Operations experience Investment management, financial services, or private equity experience preferred