Client Engagement Associate

Harbor Capital Advisors • Chicago, IL

7d • Hybrid

About The Position

The Client Engagement Associate is a member of the National Accounts team and supports the sales and business management efforts of National Account Managers and the Head of National Accounts. The role initially focuses on supporting assigned National Account Managers; as the associate develops, responsibilities expand to include direct client engagement and leading client calls and meetings. The associate is one of four Client Engagement Associates supporting five National Account Managers and the Head of National Accounts. Associates manage responsibilities with significant autonomy while collaborating to provide seamless team coverage. The role involves contact with external clients and prospects and close partnership with internal teams, including Field Sales, Marketing, Distribution Intelligence, Legal/Compliance, Investments, RFP, and Operations. The position reports to the Head of National Accounts. This is a hybrid opportunity based in the Chicago or Boston office, with relatively light travel expected, approximately three times per year.

Requirements

• Bachelor's degree required.
• FINRA Series 7 and 63 licenses.
• Professional demeanor 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 adaptability to thrive in a growing firm.
• Intellectually curious and committed to continuous learning through independent development and formal training.
• Sound judgment, integrity, and accountability, including willingness to acknowledge and learn from mistakes.
• Technologically proficient, with advanced Microsoft Excel and PowerPoint skills and familiarity with ChatGPT.
• Relatively light travel is expected, approximately three times per year.

Nice To Haves

• Minimum 1–2 years of experience in the asset management industry preferred.
• Experience with Salesforce is a plus.

Responsibilities

• Support National Account Managers and the Head of National Accounts with account and opportunity management planning, sales, and service efforts.
• Conduct client research and operational tasks.
• Support the tactical execution of defined sales, marketing, and coordinated engagement campaigns.
• Assist with preparing client reports and meeting materials.
• Maintain data quality and sales pipeline hygiene.
• Provide general organization support based on client needs or defined requests.
• Coordinate internal resources as needed, including competitive analysis, RFPs/RFIs/due diligence questionnaires, and conference and sponsorship planning.
• As experience in the role develops, engage directly with clients and lead client calls and meetings.
• Collaborate with other Client Engagement Associates to ensure seamless coverage when a team member is out of the office.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level