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

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