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Harbor
Harbor
501 – 1.000 Angajați
ConsultanțăJuridicMarketing
Harbor reunește specialiști în strategie, tehnologie juridică, operațiuni și intelligence pentru a sprijini firme de avocatură, corporații și echipe juridice interne. Activitatea sa include soluții de tehnologie pentru marketing și de calitate a datelor, care ajută firmele de avocatură să își consolideze dezvoltarea afacerii. În urma achiziției CLIENTSFirst Consulting, Harbor reunește aceste competențe într-o echipă integrată la nivel global, formată din 800 de experți din industrie.
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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.

USStatele Unite ale AmericiiILIllinoisMAMassachusetts
70.000 $ – 90.000 $ / an
HibridNormă întreagăJuniorNivel mediuLimbă Obligatorie: englezăManager de succes al cliențilorSuccesul clienților

Descriere

  • 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.

Cerințe

  • 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.

Beneficii

  • Limited travel, approximately three trips per year.

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