Senior Investor Relations & Client Services Specialist

Harbor Group Management Company; Norfolk (VA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive salaries

Bonuses

Medical, dental & vision plans

401(k) plan with employer matching

PTO & 10+ paid holidays

Paid parental leave

Paid birthday off

Flexible spending accounts

Long-term disability

Life insurance

Short-term disability

Health savings account with employer

Job summary

Harbor Group International is seeking a Senior Specialist, Client Services to support investor relationships across Harbor Group entities and funds. The role sits in the Investor Relations Services team, handling communications, capital calls, tax information, and escalations with cross-functional partners.

Responsibilities include maintaining investor data in the CRM, managing the investor portal, preparing raise information for accounting, tracking payments, and supporting fundraising

Qualifications

• Bachelor's degree in business, finance, or related field, or equivalent experience.
• 2–3 years' experience supporting business development, investment, legal services, or similar environment.
• Experience with a CRM platform or investor portal is preferred.

Responsibilities

• Communicate with investors and serve as a primary contact for assigned investor base.
• Send, track, and review capital calls, distribution letters, and tax information for accuracy and compliance.
• Support fundraising and relationship management with Investor Relations and Business Development teams.
• Resolve escalated investor inquiries and distribution issues with guidance from leadership.
• Maintain investor data in CRM and manage documents in the investor portal.
• Prepare raise summaries and reports for accounting; track payments and past-due items.
• Assist in investor events and portfolio reporting as requested.

Skills

CRM platform

Investor relations

Microsoft Office

Excel skills

Verbal communication

Written communication

Organization

Cross-functional

Independent work

Institutional investors

Claude AI

Education

Bachelor's degree in business/finance

Tools

Adobe

CRM software

Job description

Harbor Group International is seeking a Senior Specialist, Client Services to support investor relationships across Harbor Group entities and funds. The role sits in the Investor Relations Services team, handling communications, capital calls, tax information, and escalations with cross-functional partners.

Responsibilities include maintaining investor data in the CRM, managing the investor portal, preparing raise information for accounting, tracking payments, and supporting fundraising