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Harbor
Harbor
501 – 1,000 Employees
ConsultingLegalMarketing
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.
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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.

USUnited StatesILIllinoisMAMassachusetts
$70,000 – $90,000 / year
HybridFull-timeJuniorMiddleEnglish RequiredCustomer SuccessCustomer Success Manager

Description

  • 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.

Requirements

  • 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.

Benefits

  • Limited travel, approximately three trips per year.

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