Client Engagement Associate

Harbor

. Support National Account Managers and the Head of National Accounts with account and opportunity management, sales, and service efforts .

Posted 10/20/2026full-timeUnited StatesJuniorMid-Level💰 $70,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational and communication skills while supporting National Account Managers in account management and client engagement. Proficient in data management and collaborative efforts across sales, marketing, and operational teams.

Highest-signal resume keywords

Bachelor's DegreeFINRA Series 7 LicenseFINRA Series 63 LicenseAdvanced Microsoft Excel SkillsSalesforce Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Client-First OrientationExcellent Organizational SkillsStrong Communication SkillsInterpersonal SkillsCollaborative Team Player

Tools & Technologies

Microsoft PowerPointSalesforceChatGPT

Certifications & Qualifications

FINRA Series 7 LicenseFINRA Series 63 License

Industry Keywords

Asset ManagementClient EngagementSales Pipeline HygieneCompetitive AnalysisRFPs/RFIs

About the role

Key responsibilities & impact

Support National Account Managers and the Head of National Accounts with account and opportunity management, sales, and service efforts
Conduct client research and operational tasks
Support tactical execution of Sales, Marketing, and coordinated engagement campaigns
Prepare client reports and meeting materials
Maintain data quality and sales pipeline hygiene
Provide organizational support based on client needs and defined requests
Coordinate internal resources for competitive analysis, RFPs/RFIs/due diligence questionnaires, conference planning, and sponsorship planning
Progress from supporting assigned National Account Managers to direct client engagement and leading client calls and meetings
Partner with Field Sales, Marketing, Distribution Intelligence, Legal/Compliance, Investments, RFP, and Operations teams
Report to the Head of National Accounts

Requirements

What you’ll need

Bachelor’s degree required
Minimum 1-2 years’ experience in asset management industry preferred
FINRA Series 7 and 63 licenses
Professionalism and a strong client-first orientation
Ability to manage multiple priorities and meet deadlines
Excellent organizational, communication and interpersonal skills
Collaborative team player with a positive attitude and adaptability
Commitment to continuous learning through independent development and formal training
Sound judgment, integrity and accountability
Advanced skills in Microsoft Excel and PowerPoint
Familiarity with ChatGPT
Experience with Salesforce is a plus
Willingness to travel approximately 3 times per year

Benefits

Comp & perks

Relatively light travel, approximately 3 times per year