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Client Engagement Associate at Harbor Capital Advisors - ApplyBlast

Client Engagement Associate

Harbor Capital Advisors

3 days ago

4.0 on Glassdoor

Chicago, Illinois, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

The Client Engagement Associate supports the National Accounts team in sales and business management efforts for National Account Managers and the Head of National Accounts. The role involves conducting client research, managing service requests, maintaining the sales pipeline, and eventually leading client calls and meetings. The associate collaborates with internal teams to support the firm's growth and relationship management priorities.

Responsibilities

Support National Account Managers with sales and business management efforts
Conduct client research and prepare for client meetings
Maintain data quality and sales pipeline hygiene

Skills

Qualifications

Bachelor's degreeFINRA Series 7FINRA Series 63

About Harbor Capital Advisors

harborcapital.com

Headquarters

Chicago, Illinois, United States

Company Size

51-200 employees

Founded

1983

View Profile

Harbor Capital Advisors is an active investment management firm with a 40-year history of helping advisors invest better through active ETFs and mutual funds. The firm offers a broad range of strategies—including commodities, health care, and AI Lab Ecosystem ETFs—built on rigorous due diligence and a people-first philosophy. With $69.9B in assets under management and 51 strategies, Harbor Capital serves advisors and institutional investors nationwide.