Manhattan WMOS Engineer
ShyftLabs
Support Manhattan WMOS implementations and operations as a WMS Engineer at ShyftLabs. ShyftLabs builds data products and digital solutions for Fortune 500 companies.
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ImpactAssets is a finance and social-impact organization focused on expanding access to impact investing. It connects investors and philanthropists with investment opportunities and tailored solutions designed to support positive environmental and social outcomes. As a nonprofit working at the intersection of finance and social change, ImpactAssets helps individuals and organizations direct capital toward the causes and communities they want to support.
Temporary Client Service Associate – Remote US
ImpactAssets is seeking a temporary Client Service Associate to support its impact-investing platform remotely from the United States. The role covers client inquiries, portal assistance, ticket resolution, and operational support.
United States$70,000 – $80,000 / year
RemoteFull-timeMiddleEnglish RequiredClient ServicesClient Services RepresentativeDescription
- Answer incoming phone calls and email messages
- Resolve login problems, explain processes, and assist clients with the client portal
- Address client questions promptly and coordinate requests through the ticket management system
- Manage routine and complex client requests with professionalism and courtesy
- Identify client needs and concerns and provide proactive solutions
- Enter data and keep accurate records across relevant systems
- Communicate effectively with financial advisors and clients
- Partner with Operations, Client Engagement, and Business Development teams to resolve client issues
- Evaluate complex inquiries, provide solutions, and escalate matters when appropriate
- Record Client Services processes and best practices
- Provide backup support for Donor Advised Fund Operations when needed
- Complete other assigned duties as required
- Report to the Officer, Client Service Operations
Requirements
- Bachelor’s degree in finance, business, economics, or a related discipline with at least three years of experience in investment client service, financial advisory offices, custodians, donor-advised fund client service, or a comparable role; an equivalent combination of education and experience may qualify
- Experience in wealth management, registered investment advisory, or financial advisory settings is preferred
- Strong interpersonal abilities with the capacity to build rapport quickly with clients, financial advisors, and colleagues
- Proven ability to use technology for effective communication
- Knowledge of investments and financial services is required; familiarity with impact investing, donor-advised funds, and custodial relationships is preferred
- Highly organized, detail-oriented, professional, self-directed, and able to manage competing priorities
- Required proficiency with Microsoft 365, including Excel, PowerPoint, Word, and Microsoft Teams
- Experience with cloud collaboration tools such as Box and Asana is preferred
- Experience using Freshdesk is preferred
- Experience working in a virtual environment is preferred
- Availability during Eastern Time business hours, from 9:00 a.m. to 5:30 p.m.
- Ability to work independently while prioritizing competing demands
Benefits
- Paid holidays and sick leave
- Mission- and values-driven workplace culture
- Equal Opportunity Employer dedicated to a diverse and inclusive workplace
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