Associate, Client Service (Temporary)

ImpactAssets• ,

5d•$70,000 - $80,000•Remote

About The Position

The Associate, Client Service (Temporary) is responsible for providing an excellent client experience by serving as first line of response via incoming phone calls and inbound email. Working closely with our other Operations, Client Engagement and Client Solution colleagues, this position provides daily support, assists in related project implementations, and elevates and refines our client service. This role is a temporary, full-time, remote position and can be performed from anywhere in the US, with a requirement to work Eastern Standard Time business hours (9:00am-5:30pm).

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
Excellent interpersonal skills, including the ability to quickly build rapport with clients, financial advisors and team members, passion for providing clients with an excellent client experience
Demonstrated experience using technology to communicate effectively
Energetic and organized individual: highly attuned 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.
Ability to work independently and prioritize competing demands

Nice To Haves

Background working in a wealth management, RIA, or financial advisory environment preferred
Understanding of investments and financial services, impact investing, donor advised funds, custodial relationships preferred
Proficiency with cloud-based collaboration tools Box and Asana preferred
Experience working with Freshdesk preferred
Experience working in a virtual working environment preferred

Responsibilities

Be a critical member of Client Service team by responding to inbound phone calls and emails, troubleshooting login issues, answering process questions, and guiding clients through the client portal
Resolve client inquiries through timely responses and coordinating requests in the company’s ticket management system
Work with clients to handle a variety of requests, including the ability to handle challenging situations in a professional and courteous manner
Anticipate client needs and concerns, delivering solutions prior to client requests
Data entry including maintaining appropriate records across various systems
Demonstrate strong interpersonal skills with the ability and comfort to engage effectively with financial advisors and clients
Work closely with Operations, Client Engagement and Business Development colleagues to expedite the resolution of new and existing customer inquiries to maximize the customer experience
Assess challenging inquiries and proactively provide solutions even when escalation is needed
Document processes and best practices for use by the Client Services team
Provide back up support for Donor Advised Fund (DAF) Operations functions, as needed
Other ad hoc duties as required