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HarbourVest Partners · 1 day ago

Manager, Client Service

Boston, MA

Full-time

Hybrid

Senior Level, Lead/Staff

$131K/yr - $183K/yr

8+ years exp

HarbourVest Partners is a global firm with over forty years of experience, seeking a Manager, Client Service to lead a high-performing team. This role focuses on delivering exceptional client experiences, managing day-to-day operations, and driving strategic initiatives to enhance service delivery.

Asset ManagementFinanceFinancial ServicesVenture Capital

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Lead and develop a client service team: set goals, coach performance, build capabilities, and cultivate an inclusive, customer-centric culture

Be responsible for a defined client portfolio or service program, ensuring proactive communication, timely responses, and superior service for private wealth clients

Serve as the primary escalation point for sophisticated client issues; orchestrate cross-functional resolution and communicate outcomes to team members

Be responsible for day-to-day workflows, SLA adherence, quality control, regulatory requirements, and audit readiness for the team’s deliverables

Plan capacity, allocate workload, approve training/tooling spend within budget parameters, and optimize team utilization

Lead projects to improve processes, increase automation, and scale service delivery; represent the client service voice in initiatives

Establish benchmarks/dashboards, supervise performance, and insights to leadership with recommended actions

Partner with Compliance and Operations to ensure controls are embedded in processes and that responses meet standards

Implement training, career development plans, and succession planning for team members; drive engagement and retention

Qualification

Client-facing experiencePeople leadershipCRM proficiencyOperational rigorData literacyCoaching skillsProblem solvingCollaborationCommunication skills

Required

Client-facing experience in asset management or financial services servicing private wealth clients and distributors, with dynamic responsibility in client operations/service; at least 3–5 years of people leadership

Shown success leading private wealth client relationships and sophisticated service needs across products and regions

Proficient communication (written, verbal, presentation) and engagement with individuals across all levels

Shown familiarity with investment management and performance concepts; high comfort with quantitative analysis

Proficiency with CRM platforms (e.g., Salesforce) and workflow/project management tools; ability to build and interpret dashboards and metrics

8-10 Years of experience in client service management ideally in the wealth segment

3–5 years of people leadership experience

Preferred

Bachelor of Arts (B.A) degree or comparable experience

Bachelor of Science (B.S) credential or equivalent professional experience

Master of Business Administration (MBA) or comparable experience

Benefits

Discretionary annual bonus

Long-term reward programs

Comprehensive total rewards package

Retirement

Health

Insurance

Paid time off

Wellness programs

Company

HarbourVest Partners

Glassdoor4.4

HarbourVest Partners is a private markets firm providing solutions to help clients invest in primary funds, real assets, and private credit.

Founded in 1982

Boston, Massachusetts, USA

1001-5000 employees

http://www.harbourvest.com

H1B Sponsorship

HarbourVest Partners has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2023 (2)

2021 (1)

2020 (1)