Career Opportunities

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

Operations and Correspondence Representative

The Operations and Correspondence Representative delivers and provides support to internal and external clients, which may include brokers, shareholders and other Harbor associates. The Operations Representative provides accurate, timely transaction processing (new account, redemption, exchange & etc), quality assurance, written communications, and project support on behalf of the customers and associates of Harbor Funds. The candidate must be able to work in a team environment.


Key Responsibilities

  • Execute day to day processing of various account details as a result of customer requests and inquiries with a strong attention to detail
  • Performing quality control for transaction processing to ensure compliance with regulatory and department quality standards
  • Independently resolving items received not in good order via callout to the shareholder or broker
  • Reviewing and completing daily reports each day
  • Assisting in preparing monthly, quarterly, or annual audit reports
  • Actively participating in departmental project work
  • Assisting in the documentation of departmental workflows and procedures
  • Exercising communication and customer service skills when working with a variety of audiences (customers, vendors, managers, peers) both written and verbal
  • Entering and releasing of federal wire transfers through use of State Street Cash Manager
  • Performing corrective processing and monitoring of dividend adjustments
  • Maintaining updated knowledge of fund products, transfer agency workflows, industry trends and regulatory guidelines
  • Composing, editing and proofreading of correspondence for Harbor Funds shareholders and other document outputs. Important components of these documents are content,  clarity, grammar, and typographical
  • Responding to inquiries received electronically via the "Contact Us" section of the website.
  • Researching and preparing content for the Frequently Asked Questions segment of the website
  • Applying an understanding of technical/business writing principles to Harbor Services Group's document library of correspondence templates
  • Perform additional ad hoc activities as needed

Minimum Qualifications

  • 4 year degree , with strong GPA
  • 1-2 years of financial services industry experience
  • Knowledgeable in business writing which is usually obtained through previous experience
  • Series 6 within eight (8) months and 63 within eleven (11) months of hire

Knowledge, Skills & Abilities Required

  • Thorough understanding of mutual funds, securities pricing, account registrations, retirement plan processes, and SEC/FINRA regulations and guidelines
  • Excellent organizational, time management, analytical, written and verbal communication skills
  • Strong technical abilities which include Microsoft Word, Excel, and PowerPoint
  • Familiar with DST systems or back office platforms a plus

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), dental and vision 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, Harbor will make a matching contribution equal to 5% of eligible earnings. Immediate vesting in your own contributions, and the employer matching contributions.
  • Retirement contributions of 5% of eligible pay. If your employment terminates prior to completing one year of service, retirement contribution amounts made to your 401(k) account will be forfeited.
  • 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.