Senior Investor Relations & Client Services Lead

Harbor Group International; Norfolk (VA); On-site; USD 65,000 - 90,000; Full time

Job summary

Harbor Group International seeks a Senior Specialist, Client Services, to support investor relationships across funds and entities. The role emphasizes ownership, escalation on investor and data issues, and collaboration with Business Development, Accounting, Legal, and Compliance.

The position requires 2–3 years in a related environment, strong MS Office and CRM experience, and exceptional communication and organizational skills. This onsite role is based at our Norfolk, VA corporate office.

Qualifications

• Bachelor's degree in business, finance, or related field preferred, or equivalent experience.
• Two to three years of experience in business development, investment, legal services, or similar environment.
• Prior CRM or investor portal experience preferred.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe; strong Excel skills.
• Excellent verbal and written communication; detail oriented and organized.

Responsibilities

• Serve as a main point of contact for assigned investors, communicating directly with new and existing investors.
• Send, track, and review investor communications, including capital calls, distributions, and tax information.
• Support fundraising and relationship management with Investor Relations and Business Development teams.
• Assist in resolving escalated investor inquiries and distribution payment issues with oversight from the Director.

Skills

Communication

Organization

Cross-functional collaboration

Microsoft Office

Education

Bachelor's degree in business/finance or related field

Tools

CRM software

Investor portal

Excel

PowerPoint

Adobe

Job description

Harbor Group International seeks a Senior Specialist, Client Services, to support investor relationships across funds and entities. The role emphasizes ownership, escalation on investor and data issues, and collaboration with Business Development, Accounting, Legal, and Compliance.

The position requires 2–3 years in a related environment, strong MS Office and CRM experience, and exceptional communication and organizational skills. This onsite role is based at our Norfolk, VA corporate office.