Client Engagement Associate

Harbor Capital Advisors, Inc.; Chicago (IL); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Harbor Capital Advisors, Inc. is seeking a Client Engagement Associate to support the National Accounts team in Chicago and Boston.

The role focuses on assisting National Account Managers with client research, meeting preparation, and pipeline management, while preparing for eventual direct client engagement and leading client calls. The position requires a Bachelor’s degree, 1–2 years in asset management, and FINRA licenses.

Qualifications

• Bachelor’s degree required.
• 1–2 years’ experience in asset management preferred.
• FINRA Series 7 and 63 licenses are required or preferred.

Responsibilities

• Support National Account Managers and Head of National Accounts with planning, sales and service efforts related to Account and Opportunity Management.
• Perform client research and handle operational tasks.
• Assist with the preparation of client reports and meeting materials; maintain data quality and pipeline hygiene.
• Coordinate internal resources for campaigns, RFPs/RFIs and other engagements.
• As you develop, participate in direct client engagement and lead client calls and meetings.

Skills

Client engagement

Account management

Research

Meeting coordination

Sales support

Data quality

Communication

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

Salesforce

Job description

Summary

The Client Engagement Associate, a member of the National Accounts team, supports the sales and business management efforts of the National Account Managers and Head of National Accounts. Key responsibilities include duties such as conducting client research, preparing for and following up on client meetings, managing service requests, and maintaining the sales pipeline. Initially, the associate will focus on supporting assigned National Account Managers. As the individual develops in the role, responsibilities will expand to include direct client engagement and leading client calls and meetings. The associate will be one of four Client Engagement Associates supporting five National Account Managers and the Head of National Accounts. Although associates have significant autonomy in managing their responsibilities, they work collaboratively to support one another and ensure seamless coverage when a team member is out of the office. In addition to direct contact with external clients and prospects, the Client Engagement Associate will partner closely with internal teams such as Field Sales, Marketing, Distribution Intelligence, Legal/Compliance, Investments, RFP, Operations, etc. in support of Harbor’s growth and relationship management priorities. The Client Engagement Associate reports to the Head of National Accounts.

Key Responsibilities

• Support National Account Managers (and the Head of National Accounts) with a wide range of responsibilities, including but not limited to: Planning, sales and service efforts related to Account and Opportunity Management
• Execution of client research and operational tasks
• Support the tactical execution of defined Sales, Marketing and/or coordinated engagement campaigns
• Assist with the preparation of client reports and meeting materials
• Maintain data quality and sales pipeline hygiene
• Offer general organization support based on client needs and/or defined requests
• Coordinate internal resources as necessary (e.g. competitive analysis, RFPs/RFIs/Due Diligence Questionnaires, conference and sponsorship planning)

Key Behavioral Expectations

• Agility and Adaptability
• Drives for Results
• Communication and Engagement

Minimum Qualifications

• Bachelor’s degree required
• Minimum 1-2 years’ experience in asset management industry preferred
• FINRA Series 7 and 63 licenses

Knowledge, Skills & Abilities Required

• Demonstrates professionalism and a strong client-first orientation
• Detail-oriented, with the ability to manage multiple priorities and meet deadlines
• Excellent organizational, communication and interpersonal skills
• Collaborative team player with a positive attitude and the adaptability to thrive in a growing firm
• Intellectually curious and committed to continuous learning through both independent development and formal training
• Demonstrates sound judgment, integrity and accountability, including a willingness to acknowledge and learn from mistakes
• Technologically proficient, with advanced skills in Microsoft Excel and PowerPoint and familiarity with ChatGPT
• Experience with Salesforce is a plus
• Travel, while relatively light, will be expected (approximately 3 times per year)

Compensation

Pay Range: $70,000 - $90,000

Location

This position is a hybrid opportunity based in our Chicago/Boston office. #LI-Hybrid

About Harbor

What makes Harbor unique is our commitment to only partnering with the very best asset managers globally. This focus allows us to act in the best interests of our shareholders every day, and help them achieve their investment goals through active, cost aware investing. This approach has served us well, becoming one the largest and most highly regarded manager of managers in the industry. We take a similar approach with the people we hire, seeking the very best individuals that share our passion for putting shareholders first, and we are currently looking to grow our firm with talented, intellectually diverse people with excellent work ethic.