Careers

Our People

The heart of Harbor Advisory is the group of professionals who care for the clients the firm has known for decades.  Our colleagues are experienced, knowledgeable, energetic, and thoughtful.  The dedication and integrity of our team is evident to clients immediately and throughout our longstanding relationships.  We are always interested in speaking with individuals who seek the same qualities in an organization.

Our Culture

The culture at Harbor Advisory flows naturally from the values of our people…. Clients come first.  Our integrity is paramount.  Information is valuable.  Flexibility is important.  Everyone contributes.  These qualities foster a collaborative environment in which the Harbor team manages its relationships with attentiveness, common sense, and enthusiasm.

Open Jobs

Operations and Client Service Associate

Reports to: Vice President of Operations
Location: Portsmouth, NH
Benefits: Yes – For Full-time Employee
Status: Full-time or Part-time Available
Posting date: September 1, 2024
Close date: December 31, 2024


FIRM OVERVIEW
Harbor Advisory Corporation is an independent, registered investment advisory firm located in Portsmouth, NH. We provide integrated investment and wealth management services to high and ultra-high net worth families and individuals. As it was at the inception of the firm over 50 years ago, we strive to provide our clients with uncompromising service and thoughtful attention to their planning needs, including those which they may not have expected or anticipated. Harbor Advisory Corporation seeks a candidate who shares our core values of integrity, commitment, and enthusiasm.


JOB SUMMARY
The Operations and Client Service Associate is an important support role at Harbor Advisory Corporation. While working directly with the VP of Operations and the Operations and Compliance Manager, because of the small size of the Harbor Advisory team, you will also be working closely with the partners of the firm in various organizational and client-related capacities. Examples of your responsibilities may range from assisting with internal reporting preparation, responding to administrative client queries, assisting with compliance documentation, and office organization.


KEY ACCOUNTABILITIES

  • Representing Harbor Advisory often as the first contact by answering phones and receiving clients

  • Assisting colleagues in responding promptly to client needs and inquiries, while increasing familiarity and direct client contact over time

  • Building an in-depth knowledge of Harbor Advisory’s custodial vendors and their processes

  • Learning to use the various technology platforms that are integral to Harbor’s wealth management services

  • Understanding and implementing Harbor’s relationship and account onboarding process

  • Assisting in preparation for regular client meetings, periodic client communications and reporting

  • Assisting with special projects

  • Working collaboratively with colleagues to identify operational efficiencies in existing work flows

  • Representing Harbor Advisory’s core values when interacting with clients, prospective clients, and other business relationships

  • Ability to commute to Harbor Advisory's office in Portsmouth, NH daily


QUALIFICATIONS

  • A high level of integrity, ethics, and ability to maintain confidential client and firm information

  • A positive attitude and willingness to contribute to an overall client-first team experience

  • Strong organizational skills and detail-oriented

  • Responsive and strong communicator - verbally and in writing

  • Comfortable working with numerical data and reporting

  • Proficiency in Microsoft Office - Comfortable with technology and able to adapt to new technology

  • Open to feedback and constructive guidance

  • Eager to learn about the wealth management business


EDUCATION, EXPERIENCE, LICENSES AND DESIGNATIONS
We seek the following in our Operations and Client Service Associate

  • A Bachelor’s degree or equivalent work experience

  • A minimum of 2 years experience in a business support role – financial services experience preferred


SALARY AND BENEFITS
We offer:

  • Competitive salary based on experience

  • Performance-based incentive pay opportunities

  • Benefits include health care, dental, and 401(k)

  • Potential tuition support for continuing education, professional licenses/designations.

  • Additional education/training opportunities

  • Collegial and collaborative, business-casual work environment

Harbor Advisory Corporation is an Equal Employment Opportunity Employer

Contact Information:
Harbor Advisory Corporation
500 Market Street, Suite 11
Portsmouth, NH 03801
603.431.5740