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ImpactAssets este o organizație financiară și de impact social axată pe extinderea accesului la investiții de impact. Aceasta conectează investitorii și filantropii cu oportunități de investiții și soluții personalizate concepute pentru a sprijini rezultate pozitive pentru mediu și societate. În calitate de organizație nonprofit care activează la intersecția dintre finanțe și schimbare socială, ImpactAssets ajută persoanele și organizațiile să direcționeze capitalul către cauzele și comunitățile pe care doresc să le susțină.
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.
Descriere
- 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
Cerințe
- 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
Beneficii
- 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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