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HarbourVest

Senior Associate, Client Onboarding

Boston, MA · Hybrid

$100K - $115K/yr

The Senior Associate, Client Onboarding will work closely with our prospects and existing clients to assist with the fund closing process. This person will also work with many cross functional teams ...

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How much do assistant client onboarding jobs pay per year?

As of Sep 3, 2026, the average yearly pay for assistant client onboarding in the United States is $44,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $48,000.00 per year, depending on experience, location, and employer.

What does an assistant client onboarding do?

An Assistant Client Onboarding professional supports the process of integrating new clients into a company’s services or platforms. Their responsibilities include gathering necessary documentation, verifying client information, coordinating with internal teams, and ensuring all onboarding steps are completed efficiently. They play a crucial role in providing a smooth and positive first experience for clients, addressing their queries, and troubleshooting initial issues. This position often requires strong communication, attention to detail, and organizational skills.

What are the key skills and qualifications needed to thrive as an assistant client onboarding, and why are they important?

To thrive as an Assistant Client Onboarding, you need strong organizational skills, attention to detail, and a background in business administration or finance. Familiarity with CRM platforms, onboarding software, and compliance management systems is typically required. Excellent interpersonal skills, problem-solving abilities, and clear communication help build positive client relationships and ensure a seamless onboarding experience. These skills ensure accuracy, regulatory compliance, and client satisfaction during the crucial initial phase of the client relationship.

What are some common challenges faced by assistant client onboarding professionals, and how can they be addressed?

Assistant Client Onboarding professionals often encounter challenges such as managing tight deadlines, coordinating between multiple departments, and ensuring accurate documentation for compliance purposes. These challenges can be addressed by developing strong organizational skills, maintaining effective communication with both internal teams and clients, and staying updated on regulatory requirements. Proactively anticipating client needs and being detail-oriented are also essential to ensure a smooth onboarding process and build positive client relationships.

What is the difference between Assistant Client Onboarding vs Client Onboarding Specialist?

AspectAssistant Client OnboardingClient Onboarding Specialist
CredentialsHigh school diploma or equivalent; some roles may require basic certificationsBachelor's degree often preferred; certifications in customer service or onboarding are common
Work EnvironmentSupportive office or remote team assisting with onboarding tasksClient-facing roles, often in financial, tech, or consulting industries
Employer UsageEntry-level support role within onboarding teamsSpecialized role responsible for managing the onboarding process end-to-end
Search & Comparison IntentOften searched by those seeking entry-level onboarding support rolesCompared by those looking for more advanced onboarding responsibilities

While both roles support client onboarding, the Assistant Client Onboarding typically handles administrative and support tasks, whereas the Client Onboarding Specialist manages the entire onboarding process, often with more client interaction and responsibility.

What cities are hiring for Assistant Client Onboarding jobs?

Cities with the most Assistant Client Onboarding job openings:

What are the most commonly searched types of Client Onboarding jobs?

The most popular types of Client Onboarding jobs are:

What states have the most Assistant Client Onboarding jobs?

States with the most job openings for Assistant Client Onboarding jobs include:

Assistant Client Onboarding jobs near you
Infographic showing various Assistant Client Onboarding job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $44,245 per year, or $21.3 per hour.

Senior Associate, Client Onboarding

Harbourvest Partners (U.K.) Limited

Boston, MA • On-site

$90 - $120/hr

Other

Posted 15 days ago

Job description

Senior Associate, Client Onboarding

Hybrid work arrangement. The Senior Associate, Client Onboarding will work closely with our prospects and existing clients to assist with the fund closing process and coordinate with cross-functional teams such as investor relations, investment staff, legal, compliance, tax, treasury, accounting, custom solutions, and third‑party administrators/vendors to build an optimal and efficient client experience.

Responsibilities
  • Review subscription documents and corresponding Know Your Customer documents and communicate with the client to ensure all documentation is in good order while providing a positive client experience.
  • Direct and coordinate the activities associated with closing clients into HarbourVest’s various Evergreen and commingled fund strategies, working closely with investments, sales, marketing, compliance, legal, tax, accounting, and custom solutions.
  • Work closely with the Client Onboarding team members to complete the processes according to planned timelines and handle 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.
  • Provide strong oversight of Fund Administrators and ensure effective collaboration throughout all client onboarding processes.
  • Identify areas of opportunity to enhance the client experience and drive increased efficiencies, ensuring consistency in procedures and exception handling across clients.
Qualifications
  • Previously worked in a client service role and able to proactively identify servicing needs.
  • Consistent track record of prioritizing multiple and often challenging priorities, striving to make decisions, and delivering results consistently.
  • Solid work ethic; genuine passion for excellence, intellectual curiosity, and constant improvement to deliver exceptional client experience.
  • Good understanding of the client onboarding process and requirements based on client type (e.g., Institutional, Private Wealth).
  • Strong problem‑solving and analytical skills.
  • Ability to partner with multiple teams to obtain the desired result while working independently to deliver key results.
  • Demonstrates a strong client‑focused mindset and a commitment to continuously enhance the overall client experience.
  • Proficient communication (written and verbal) and engagement with individuals across all levels.
  • Ability to multi‑task multiple priorities while being very organized.
  • Proficiency with CRM platforms (e.g., Salesforce), Microsoft Office suite, and workflow/project management tools.
  • Experience with closed‑ended vehicles as well as 34 and 40 Acts funds.
Preferred Qualifications
  • Bachelor of Arts or Science (BS/BA) or equivalent experience.
  • 7+ years of experience in financial services, preferably in private equity and the wealth segment.

HarbourVest is an equal opportunity employer.

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