ImpactAssets
ImpactAssets
ImpactAssets — әсері жоғары инвестицияларға қолжетімділікті кеңейтуге бағытталған қаржы және әлеуметтік әсер ұйымы. Ол инвесторлар мен филантроптарды оң экологиялық және әлеуметтік нәтижелерді қолдауға арналған инвестициялық мүмкіндіктермен және арнайы бейімделген шешімдермен байланыстырады. Қаржы мен әлеуметтік өзгерістер тоғысындағы коммерциялық емес ұйым ретінде ImpactAssets жеке тұлғалар мен ұйымдарға капиталын өздері қолдағысы келетін мақсаттар мен қауымдастықтарға бағыттауға көмектеседі.

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.

Сипаттама

  • 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

Талаптар

  • 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

Артықшылықтар

  • Paid holidays and sick leave
  • Mission- and values-driven workplace culture
  • Equal Opportunity Employer dedicated to a diverse and inclusive workplace

Ұқсас жұмыс орындары

Amer Sports

Digital Marketing Coordinator

Amer Sports

Coordinate digital marketing for Arc’teryx across Australia and New Zealand, supporting its outdoor apparel business. Manage CRM, ecommerce, paid media, email and other digital campaigns.

Ашу
New Zealand Trade and Enterprise

Business Assurance Partner, 9-Month Fixed-Term — Wellington Hybrid

New Zealand Trade and Enterprise
501 – 1 000 Қызметкерлер
B2BҮкімет

Lead internal audit and risk advisory work at New Zealand Trade and Enterprise, helping support safe operations and international growth. Advise senior leaders and strengthen the organisation’s risk maturity.

Ашу
Hewlett Packard Enterprise

Partner Business Manager, HPE Compute — Eastern U.S. SLED

Hewlett Packard Enterprise

Grow HPE Compute business through public-sector partners across the eastern United States. The role covers joint sales planning, pipeline development, co-selling, and partner enablement.

Ашу
Hewlett Packard Enterprise

Partner Business Manager, HPE Compute — Eastern U.S.

Hewlett Packard Enterprise

Drive HPE Compute sales growth through public sector partners across the Eastern United States. Build joint plans, strengthen partner capabilities, grow pipeline, and advance deals with HPE teams.

Ашу
Hunt St

International Business Development Manager, Medical Imaging

Hunt St

Lead export sales growth for an Australian medical imaging manufacturer by developing distributor networks and winning B2B business across MENA, ASEAN and emerging markets.

Ашу
Inizio Engage

Remote Key Account Manager – United States

Inizio Engage

Lead biosimilar adoption across NHS secondary care through account planning and specialist stakeholder engagement. Build relationships and influence prescribing decisions across therapeutic areas.

Ашу
Signify

Key Account Manager, Lighting Projects — Tokyo

Signify

Manage strategic customer accounts and complex lighting projects for Signify in Japan. Drive sales growth, tenders, customer partnerships, and sustainable lighting solutions.

Ашу
Nomura

Associate Client Services Manager, Onsite in China

Nomura

Support high-net-worth clients with account servicing, transactions, and relationship management. Provide private banking services across global markets at Nomura.

Ашу
Centorrino Technologies

Remote Risk Management Specialist — Australia

Centorrino Technologies

Implement a risk management system for regulated Australian organisations, translating governance needs into configuration, testing, reporting and adoption. Work across the implementation lifecycle with stakeholders on risk data, controls and executive reporting.

Ашу