Overview
In this role you will support a fast-paced, client-focused service model within HarbourVest’s EMEA Private Wealth team in London. You will coordinate inquiries across funds and accounts, ensure timely responses, and drive scalable processes in a cross-functional, global environment. You’ll contribute to evolving procedures, adopting automation, and delivering a high-quality client experience. This is a chance to shape client service delivery at a respected, inclusive firm with a collaborative culture.
Pay / Benefits
- hybrid work arrangement
- 18 remote workdays per quarter
- inclusive and collaborative culture
- equal opportunity employer
- opportunity to work with cross-regional teams
Responsibilities
- Act as a central point of coordination for client inquiries across all fund types and account structures within EMEA
- Meet strict deadlines and service level agreements, prioritizing multiple requests
- Triage, track, and respond to client inquiries using established workflows
- Coordinate responses across multiple functional teams to ensure timely, high-quality delivery
- Challenge processes and drive efficiency improvements to standardize workflows and turnaround times
- Support adoption of automation, technology, and data-driven insights to improve service delivery
- Build and maintain relationships with clients and internal collaborators across teams
- Work with Account Managers to support ongoing service and new client outreach
- Provide insight into client activity, trends, and risks for broader relationship management
- Apply sound judgment balancing responsiveness with efficiency and scalability
Key requirements
- 3-5 years financial service experience in client service or operations (Associate level)
- Strong analytical and problem-solving abilities with a focus on efficiency gains
- Excellent communication and relationship management skills
- Familiarity with investment concepts and comfort with financial data
- Experience with CRM and workflow tools (e.g., Salesforce)
- European language skills a plus
- Bachelor in Arts or equivalent experience
- collaboration
- proactive mindset
- attention to detail
- CRM (Salesforce)
- workflow tools
- data-driven insights
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