Associate, Client Service – Temporary

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $70k - $80k / year

⏰ Full Time

🟡 Mid-level

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 2%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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ImpactAssets

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

🤝 Non-profit

🌍 Social Impact

Finance • Non-profit • Social Impact

ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet’s future and improving the lives of all people. We empower impact investors and philanthropists with access to investing opportunities and customized solutions that promote positive change. However you envision a better world, we exist to help you achieve your greatest impact.

📋 Description

• Respond to inbound phone calls and emails • Troubleshoot login issues, answer process questions, and guide clients through the client portal • Resolve client inquiries through timely responses and coordinate requests in the company’s ticket management system • Handle a variety of client requests, including challenging situations, professionally and courteously • Anticipate client needs and concerns and deliver solutions proactively • Maintain appropriate records across various systems through data entry • Engage effectively with financial advisors and clients • Collaborate with Operations, Client Engagement, and Business Development colleagues to resolve customer inquiries • Assess challenging inquiries and provide solutions, including when escalation is needed • Document processes and best practices for the Client Services team • Provide backup support for Donor Advised Fund Operations functions as needed • Perform other ad hoc duties as required • Report to the Officer, Client Service Operations

🎯 Requirements

• Bachelor’s degree in finance, business, economics, or related field; at least 3 years of experience in investment client service, a financial advisory office, custodian, donor advised fund client service or other similar role; OR equivalent combination of education and experience • Background working in a wealth management, RIA, or financial advisory environment preferred • Excellent interpersonal skills, including the ability to quickly build rapport with clients, financial advisors and team members • Demonstrated experience using technology to communicate effectively • Understanding of investments and financial services, impact investing, donor advised funds, custodial relationships preferred • Strong organizational skills, attention to detail, professional demeanor, ability to work independently and prioritize competing demands • Proficiency with Microsoft 365 applications including Excel, PowerPoint, Word, MS Teams required • Proficiency with cloud-based collaboration tools Box and Asana preferred • Experience working with Freshdesk preferred • Experience working in a virtual working environment preferred • Ability to work Eastern Standard Time business hours (9:00am–5:30pm) • Ability to work independently and prioritize competing demands

🏖️ Benefits

• Paid holidays and sick time • Values-driven culture • Equal Opportunity Employer committed to a diverse, inclusive workplace