Harbor

501 – 1,000 कर्मचारी

Harbor brings together specialists in strategy, legal technology, operations, and intelligence to support law firms, corporations, and in-house legal teams. Its work includes marketing technology and data quality solutions that help law firms strengthen business development. Following its acquisition of CLIENTSFirst Consulting, Harbor combines these capabilities within a globally integrated team of 800 industry experts.

कंपनी की नौकरियाँ

Harbor Client Engagement Associate, Asset Management (Hybrid)

Support national account sales and client relationships in asset management, with responsibility growing toward direct client engagement. Hybrid position based in Chicago or Boston, partnering with teams across the business.

2 सप्ताह पहले

संयुक्त राज्य

इलिनॉय

मैसाचुसेट्स

$70,000 – $90,000 / वर्ष

हाइब्रिड पूर्णकालिक जूनियर मध्य स्तर आवश्यक भाषा: अंग्रेज़ी ग्राहक सफलता ग्राहक सफलता प्रबंधक

विवरण

Assist National Account Managers and the Head of National Accounts with account and opportunity management, sales, and client service.
Research clients and handle operational tasks.
Help carry out sales, marketing, and coordinated client engagement campaigns.
Create client reports and materials for meetings.
Keep client data accurate and the sales pipeline up to date.
Provide administrative support in response to client needs and requests.
Bring internal teams together for competitive research, RFPs, RFIs, due diligence questionnaires, conferences, and sponsorships.
Grow from supporting assigned National Account Managers to engaging clients directly and leading calls and meetings.
Work with Field Sales, Marketing, Distribution Intelligence, Legal and Compliance, Investments, RFP, and Operations teams.
Report to the Head of National Accounts.

आवश्यकताएँ

A bachelor’s degree.
One to two years of asset management experience preferred.
FINRA Series 7 and 63 licenses.
Professional conduct and a strong client-first approach.
Ability to balance competing priorities and meet deadlines.
Strong organizational, communication, and interpersonal skills.
Collaborative approach, positive attitude, and adaptability.
Commitment to ongoing learning through self-directed development and formal training.
Sound judgment, integrity, and accountability.
Advanced proficiency in Microsoft Excel and PowerPoint.
Familiarity with ChatGPT.
Salesforce experience is a plus.
Willingness to travel about three times per year.

लाभ

Limited travel, approximately three trips per year.

संबंधित नौकरियाँ

H1B वीज़ा प्रायोजक SaaS परामर्श विपणन

$1,23,100 – $1,86,300 / वर्ष

हाइब्रिड पूर्णकालिक मध्य स्तर वरिष्ठ आवश्यक भाषा: अंग्रेज़ी ग्राहक सफलता ग्राहक सफलता प्रबंधक

क्लाउड

Guide Salesforce Marketing Cloud customers in getting more value from the platform. Advise retail and consumer goods clients on adoption, strategy, incident response, and growth.

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हाइब्रिड पूर्णकालिक जूनियर आवश्यक भाषा: अंग्रेज़ी ग्राहक सफलता ग्राहक सफलता प्रबंधक

Support WeightWatchers employer and health-plan wellness programs by preparing marketing materials, reporting presentations, and account deliverables.

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खोलें