At Harris, the true value of what makes us successful is found in our people. It is our unique mix of cultures, experiences, beliefs and backgrounds that sets Harris apart from the rest. We constantly strive to cultivate, nurture and amplify an unparalleled environment, where we value intellectual curiosity and uniqueness of thought. Inclusion is embedded in the very fabric of our culture of collaboration and openness.
We understand that a job description only tells one part of a broader story, and Harris is seeking dynamic candidates who can add to our best-in-class environment. We recognize that qualifications can be gained through both traditional and non-traditional paths, and we are committed to considering candidates who possess the potential to be excellent in this role regardless of prior experiences.
Therefore we encourage ALL interested individuals to submit their applications, even if they do not meet every requirement outlined in the job description.
The Position
The Client Account Manager will support the firm’s client relationship management and business development activities. The individual will interact with institutional clients and prospects to address inquiries, coordinate with internal colleagues to meet client needs and tailor communications to specific audiences.
Responsibilities may include but are not limited to:
- Independently manage day-to-day communications and requests from assigned clients.
- Maintain strong working relationships with and coordinate across internal teams to respond to inquiries in an accurate and timely manner.
- Prepare custom presentations and supporting materials to best present the firm’s investment capabilities.
- Coordinate and host operational due diligence meetings.
- Assist with institutional account onboardings and terminations.
- Leverage proprietary research to produce investment commentaries for institutional audiences.
- Learn and understand existing and upcoming technologies to support the client experience.
- Proactively raise client trends and issues with internal stakeholders to create strategic client solutions.
- Maintain a thorough understanding of the operational workflows that impact clients.
- Continue to develop knowledge of Harris | Oakmark products and services, including investment objectives, product differentiators, etc.
- Maintain client data and log meeting notes in Harris’ client relationship management system (SalesForce).
- Contribute to project work as directed by senior members of the team.
Qualifications
Required
Preferred
- Progress toward CFA and/ or MBA highly desirable
- 4+ years of experience in asset management or comparable industry (e.g., investment consulting, wealth management) required; prior institutional account management experience preferred
- Understanding of the institutional investment business and the firm’s products and services
- Highly organized with strong attention to detail
- Strategic thinker with the ability to adapt to change
- Excellent reading comprehension and written and verbal communication skills
- Ability to effectively interact with clients, prospects, management and peers
- Ability to organize and visualize data
- Ability to multi-task and prioritize numerous projects and tight deadlines
Equal Employment Opportunity Policy Statement
Harris Associates L.P. pursues a policy of equal opportunity in all areas of employment including recruitment, hiring, training, compensation, benefits, advancement, and treatment on the job. This means that Harris does not discriminate against employees, or qualified applicants, based on an individual's race, color, religion, creed, sex, age, national origin, physical disability, sexual orientation, trans-gender status, transsexual status, status as a veteran or disabled veteran, genetic information or for any other reason prohibited by law. Harris reserves the right to review publicly available information about applicants (i.e., via social networking sites), to the extent permissible under applicable law.
Reasonable Accommodation Notice
We provide reasonable accommodation for individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the alternative email address below to contact us about your interest in employment at HR@harrisassoc.com or you can call us at 312-646-3600.
Privacy Statement
The information you send to us is used for employment purposes only. What you send is kept confidential—we will not give your personal information to outside parties without your consent.
