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Client Onboarding Associate Jobs in Boston, MA (NOW HIRING)

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 ...

Aprio

Onboarding Accounting Associate

Boston, MA · On-site +1

Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for an Onboarding Associate ...

Addison Group

Onboarding Engineer

Danvers, MA · Remote

The Onboarding Engineer collaborates closely with clients, project managers, and internal teams to ... and client use. · Certifications: One associate- or mid-level certification (ex: Network ...

M&T Bank

Wealth Client Service Team Lead

Boston, MA · On-site

$86K - $144K/yr

... onboarding experience. * Communicate effectively with the client facing team within the market. * Monitor client service activities and/or Client Associates and ensure timely completion of work.

Victory Capitel

Investment Compliance Associate

Boston, MA · On-site

$97K - $115K/yr

Portfolio Compliance Associate Victory Capital | Boston, MA About Victory Capital: Victory Capital ... Support new account onboarding, including interpretation of client guidelines, rule analysis ...

Osaic

Client Service Wealth Associate

Boston, MA

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Wealth Associate Location ... Lead the onboarding process for new clients, ensuring a smooth transition, clear communication, and ...

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All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Boston, MA

Client Onboarding Associate information

See Boston, MA salary details

$14

$28

$45

How much do client onboarding associate jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for client onboarding associate in Boston, MA is $28.12, according to ZipRecruiter salary data. Most workers in this role earn between $22.12 and $30.96 per hour, depending on experience, location, and employer.

What are some common challenges faced by client onboarding associates during the onboarding process, and how are they typically addressed?

Client Onboarding Associates often encounter challenges such as managing tight deadlines, handling complex regulatory requirements, and coordinating between multiple internal teams and clients. To address these, Associates typically rely on strong organizational skills, clear communication, and thorough documentation. Many organizations provide structured workflows and regular training to ensure compliance and efficiency, and teamwork is encouraged to resolve issues quickly and maintain a smooth onboarding experience for clients.

What is a client onboarding associate?

A client onboarding associate is a professional responsible for guiding new clients through the onboarding process, ensuring all necessary documentation and account setup are completed efficiently. They often communicate with clients, coordinate internal teams, and use customer relationship management (CRM) tools to facilitate a smooth transition into the company's services.

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

To thrive as a Client Onboarding Associate, you need strong organizational skills, attention to detail, and knowledge of client relationship management, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and document management systems is typically required. Exceptional communication, problem-solving abilities, and a customer-centric mindset are valuable soft skills that set top performers apart. These skills ensure a smooth onboarding experience, build client trust, and contribute to long-term client satisfaction and retention.

What is the difference between Client Onboarding Associate vs Client Relations Specialist?

AspectClient Onboarding AssociateClient Relations Specialist
CredentialsTypically requires a bachelor's degree in business, communications, or related fieldOften requires similar degrees; certifications in customer service or relationship management are a plus
Work EnvironmentUsually works in financial services, banking, or consulting firms, focusing on new client setupWorks across industries, maintaining ongoing client relationships and satisfaction
Employer & Industry UsageCommon in finance, banking, and professional services for onboarding new clientsUsed broadly in finance, tech, and service industries for client retention

The main difference is that a Client Onboarding Associate focuses on the initial setup and integration of new clients, ensuring a smooth onboarding process. In contrast, a Client Relations Specialist manages ongoing relationships, aiming to retain clients and enhance satisfaction after onboarding.

What does a client onboarding associate do?

A Client Onboarding Associate is responsible for guiding new clients through the initial setup and integration process with a company’s products or services. This role involves collecting and verifying client information, ensuring all necessary documentation is completed, and coordinating with internal teams to facilitate a smooth transition. Client Onboarding Associates also address client questions, resolve any issues that may arise during onboarding, and help ensure a positive first experience. Their work is essential in building strong client relationships and setting the foundation for long-term customer satisfaction.
What are the most commonly searched types of Client Onboarding jobs in Boston, MA? The most popular types of Client Onboarding jobs in Boston, MA are:
What are popular job titles related to Client Onboarding Associate jobs in Boston, MA? For Client Onboarding Associate jobs in Boston, MA, the most frequently searched job titles are:
What job categories do people searching Client Onboarding Associate jobs in Boston, MA look for? The top searched job categories for Client Onboarding Associate jobs in Boston, MA are:
What cities near Boston, MA are hiring for Client Onboarding Associate jobs? Cities near Boston, MA with the most Client Onboarding Associate job openings:
Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $58,496 per year, or $28.1 per hour.

Senior Associate, Client Onboarding

HarbourVest

Boston, MA • Hybrid

$100K - $115K/yr

Full-time

Medical, Retirement, PTO

Re-posted 13 days ago

Job description

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.

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 such as investor relations, investment staff, legal, compliance, tax, treasury, accounting, custom solutions, and third party administrators/vendors to bring all parties together to build an optimal and efficient process and overall client experience.

The ideal candidate is someone who has:

  • Previously worked in a client service role and is able to proactively identify servicing needs
  • Consistent track record to prioritize multiple and often challenging priorities, strive to decisions, and deliver results consistently
  • Solid work ethic; genuine passion for excellence, intellectually curious and constant improvement to deliver exceptional client experience
  • A good understanding of the client onboarding process and requirements based on client-type i.e. Institutional, Private Wealth.
  • Strong problem-solving and analytical skills
  • Ability to partner with multiple teams to obtain the desired result in addition to being able to work independently to delivery key results
What you will do:
  • 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 / regulatory, 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
  • Provides strong oversight of Fund Administrators and ensures effective collaboration throughout all client onboarding processes
  • Identify areas of opportunity to enhance the client experience and drive increased efficiencies and ensure consistency in procedures, and exception handling across clients
What you bring:
  • Demonstrates a strong clientfocused mindset in everything you do with a commitment to continuously enhance the overall client experience
  • Possesses a background in asset management or financial services, specifically servicing private wealth clients and intermediary distributors, with handson responsibility for client operations and service functions
  • Proficient communication (written and verbal) and engagement with individuals across all levels
  • The ability to multi-task multiple priorities while being very organized
  • Proficiency with CRM platforms (e.g., Salesforce), Microsoft suite and workflow/project management tools
  • Experience with closed-ended vehicles as well as 34 and 40 Acts funds
Education Preferred
  • Bachelor of Arts or Science (BS/BA) or equivalent experience
Experience
  • 7+ years' experience in financial services preferably in private equity and in the wealth segment

#LI-Hybrid

Base Salary

$100,000.00 - $115,000.00

This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.

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