Description of the Firm: Harvest is a valuation specialist that assists auditors and other financial entities with valuations and other data for financial instruments, derivatives, loans, and other assets/liabilities.  Harvest is an established leader in valuations that has been supporting the work of the financial reporting community for over 30 years.  Our backgrounds in portfolio management, trading, and structuring financial instruments allow us to help clients navigate both the complexities of the markets and of industry reporting standards.  Harvest actively participates in industry task forces and boards to improve consistency and transparency in global valuations by speaking at industry conferences and serving on boards and task forces of the AICPA, PCAOB, and IVSC. Harvest employees have an average of 8 years’ experience with the firm and have the growth opportunities within a variety of departments.  

We currently seek an Investment Clerk to join us on a full-time, permanent basis.

Job Description: This role is within the Client Service Team which is responsible for assisting our clients with new orders, logging incoming requests, and coordinating responses to client questions. The candidate will provide assistance in evaluating incoming requests via established procedures regarding functional areas of the department, by performing some or all of the following tasks:

• Analyzing incoming requests and Logging
• Entering data
• Updating statuses
• Providing prompt, courteous service to customers via the telephone, email, web request, or in person
• Monitoring client questions
• Storing incoming questions
• Directing questions to appropriate departments
• Collecting responses and ensuring timely answers
• Escalating client questions to Client Service Manager when needed
• Keeping manager informed as to important issues
• Assisting in sales-related duties
• Supporting client services representatives in their related client services/sales duties
• Researching client trends and identifying potential growth areas
• Completing special report requests as needed

Key Success Indicators/Attributes:

• Demonstrate strong commitment to exceptional customer service
• Demonstrate the ability to pay attention to detail 
• Ability to work well within a team environment
• Demonstrate excellent verbal and written communication skills
• Proficient at handling difficult client interactions with professionalism and respect
• Exhibit strong drive for results and success
• Convey a sense of urgency to achieve outcomes and exceed expectations
• Persist despite obstacles, setbacks and competing influences

Qualifications:

• High School Diploma Knowledge of investment industry reporting, products and instruments preferred
• Proficient in Microsoft Office Excel and Outlook
• Associates Degree with 1-3 years client service experience or Bachelors

Benefits:

This is a full-time permanent position with competitive compensation and good work/life balance.

• 401k with employer contribution
• Casual work environment
• Close to major expressways
• Generally promotion within firm
• Immediate accrual of Paid Time Off
• Medical/Dental/Vision/Life & ADD

Harvest Investments is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Additional Information:

Harvest is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. In addition the position is open for local IL residents only at this time.