Shareholder Services Representative

About Us Are you ready to Level Up to your first post college job? We have the solution for you, apply to become a Shareholder Services Representative at Harbor Capital! Harbor Capital is a thoughtful curator of emerging economic trends, leading asset managers, forward-looking investment solutions, and exceptional human talent. If you share our belief that every individual deserves financial security, we think you’ll enjoy being a valued member of our team. Harbor takes pride in providing flexibility, a sense of belonging or community, diversity, and career growth to all our employees. Don’t believe us? Take Chicago Tribune’s word for it as we have earned Top Workplace three years in a row along with Top Workplaces USA for the year of 2022! Visit harborcapital.com/careers to see the Chicago Tribune article and how we invest generously in our employees mental, physical, and financial wellness with our benefit breakdown. It’s important that you reside in the Chicagoland area so you can work in our centrally located downtown office 10% of the time and work from home the other 90%. About The Role Being a Shareholder Services Representative means you will be providing support to internal and external clients, which include shareholders, brokers, and other Harbor employees. Our ideal candidate would provide accurate and timely transaction processing, quality assurance, written and verbal shareholder communication, and project support on behalf of shareholders and associates of Harbor Funds. We will give you all the tools and training to be a successful Shareholder Services Representative. What You’ll do Provide timely and accurate information to support daily communication with Harbor Fund’s shareholder base to meet, or exceed, internal quality standards Accurate and timely review of daily department reports to successfully support daily operations Active participation in departmental project support work Assist in the documentation of departmental workflows and procedures Maintain updated knowledge of company products, and industry trends Perform additional activities as needed Qualifications Bachelor’s degree strongly preferred in Finance, Business Administration, Economics or a related major 0-2 years of financial services industry or college internship experience preferred Experience in business writing and customer service preferred FINRA Series 6 or Series 7 within six (6) months and Series 63 within ten (10) months of hire You’ll Benefit from Our Culture  Launch your financial services career as a Shareholder Services Representative Get trained, learn new skills, and become eligible for promotion in 18 – 24 months Receive ongoing and quarterly performance feedback to fuel your growth Confirm your industry knowledge by passing the Series 7 exam. Harbor supports your journey by paying for your study materials and exam fees Compensation, Benefits and Saving for Retirement Start making bank with your $50,000 base salary and 10% bonus Receive insurance coverage immediately by joining Harbor’s medical insurance plan on your first day Start saving for retirement immediately, you are eligible to receive our 401(k) retirement and employer match Receive financial assistance with our student loan repayment program Get paid to step away from your job to relax. Enjoy 3 weeks of vacation, 3 personal days, sick days, and holidays (NYSE holidays) Work From Home Work from your home office 90%, work in our downtown Chicago office 10% Customize your home office space using our Home Office Equipment Stipend