Harbor Funds | Career Opportunities

Career Opportunities

Working at Harbor

Current Opportunities

Executive Assistant
Programmer / Web Developer
Operations Group Manager
Dealer Operations Representative
Operations and Correspondence Representative
Centralized Customer Support Specialist
Investor Services Representative

Contacting Human Resources

Harbor Capital Advisors, Inc.
Attn: Human Resource Team
111 South Wacker Drive, 34th Floor
Chicago, IL 60606
Phone: 312-443-4400
Fax: 312-443-4135
E-mail:

Dealer Operations Representative

Delivers and provides support to dealer back offices, Harbor associates, investors and representatives of the investing community. This position provides accurate, timely report review, transaction processing, quality assurance, written communications, VIP servicing and project support on behalf of the customers of Harbor Funds, as well as internal departments.

 

Key Responsibilities

  • Handle of inbound calls, transaction processing and the dissemination of all pertinent fund, service and product information.
  • Review and processing of daily reports
  • Provide daily estimates of applicable trades
  • Work with the client's companies to ensure quality service to VIP customers.
  • Provide special dealer reporting monthly, quarterly, year-end and ad hoc
  • Communicate new funds, products and policy changes to dealers as well as contribute to the quarterly newsletter to back offices.
  • Perform quality review of transactions for back offices as well as department processes
  • Monitor the faxes and mail to ensure prompt delivery of items received.
  • Coordinate new Fund/SERV and Networking Agreements.
  • Review and maintain periodic intermediary fee payments.
  • Participate in project work and communication of fund changes.
  • Other duties as assigned...

Knowledge & Skills Required

  • NSCC processing experience preferred
  • Ability to make good judgments on escalation of items
  • Experience with internet search engines and internet investigation techniques
  • Initiative to take on additional responsibilities when needed
  • Knowledge of the company's business and industry
  • Leadership skills
  • Skills to analyze reports/data to reach reasonable conclusions on shareholder identity and transactions
  • Knowledge of USA Patriot Act, Anti-Money Laundering regulations, privacy laws, and fraud trends
  • Experience with Microsoft Access, databases, and report writers
  • 2 plus years in the financial services industry.
  • Strong knowledge of the mutual fund industry ands its regulations
  • Strong understanding of shareholder and broker community.
  • Strong interpersonal, oral and written communication skills, including the ability to provide constructive feedback to direct reports.

Minimum Qualifications

  • College degree or equivalent work experience
  • Must pass Series 6 examination within eight (8) months and Series 63 within eleven (11) months of hire

Harbor Capital Advisors, Inc. is an equal opportunity employer committed to a diverse workforce. M/F/D/V


Working at Harbor Capital Advisors

What is working at Harbor Capital Advisors all about?  What can we offer that makes us a unique employer in the investment management industry? What type of career opportunities exist?
  • Working at Harbor means we expect you to put 100% of your effort toward supporting our shareholders. We believe the best interests of our shareholders always come first.
  • A career at Harbor means that you have the opportunity for broad exposure to multiple aspects of our business. Your access to both senior managers and colleagues across the company can provide rewarding work assignments and learning opportunities.
  • We offer the best advantages and efficiencies of a smaller company while providing the resources of a larger one. At Harbor, if you can identify ways to improve the business, you'll often be given the opportunity and resources to implement them.
  • Central to Harbor's past and future successes is integrity – our most important principle.
  • We hire talented people with an excellent work ethic; we pay fairly and we reward achievement.

Whether you are beginning your career in the investment management industry or are looking to continue your development and reach new goals, you should strongly consider the opportunities at Harbor.

We offer the following comprehensive benefits and programs:

  • A competitive compensation program that recognizes individual performance and contributions
  • Comprehensive medical (PPO and HMO) and dental options effective on date of hire
  • Short-Term and Long-Term Disability insurance coverage
  • 401(k) Plan with dollar-for-dollar match up to 4% of base salary; we will also contribute 50 cents for each dollar contributed between 4% and 6% of eligible pay. If you contribute at least 6% of pay, we will make a matching contribution equal to 5% of eligible earnings. You are always fully vested in 401(k) contributions
  • Retirement contributions of 5% of eligible pay after completion of 12 months of service, retroactive to your first day of employment
  • Medical and Dependent Care Flexible Spending Accounts
  • Group Life insurance in an amount equal to twice your annual base salary up to maximum of $500,000; In addition, Optional Life and AD&D insurance are available for purchase
  • Paid vacation days
  • Nine or ten paid holidays, annually
  • Three personal days, annually
  • Commuter Benefits Program for flex transit and parking
  • Employee Assistance Program
  • Educational Expense Reimbursement Program
  • Easy access to public transportation
  • Building amenities include parking garage with available car wash services, on-site restaurant, health club facilities and complimentary concierge and bike storage

We think you will find our central loop location convenient, offering an easy walk to public transportation. Our building is the first certified LEED all-business structure to be built in Chicago.