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ImpactAssets
ImpactAssets
11 – 50 Xodimlar
H1B vizasi homiysiIjtimoiy ta’sirMoliyaNotijorat
ImpactAssets ta’sir investitsiyalaridan foydalanish imkoniyatlarini kengaytirishga yo‘naltirilgan moliya va ijtimoiy ta’sir tashkilotidir. U investorlar va xayriyachilarni ijobiy ekologik hamda ijtimoiy natijalarni qo‘llab-quvvatlash uchun mo‘ljallangan investitsiya imkoniyatlari va moslashtirilgan yechimlar bilan bog‘laydi. Moliya va ijtimoiy o‘zgarishlar kesishmasida faoliyat yurituvchi notijorat tashkilot sifatida ImpactAssets jismoniy shaxslar va tashkilotlarga kapitalini qo‘llab-quvvatlamoqchi bo‘lgan maqsadlar va hamjamiyatlarga yo‘naltirishda yordam beradi.
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Kompaniyadagi ish o‘rinlari

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.

USAmerika Qo‘shma Shtatlari
70 000 $ – 80 000 $ / yil
MasofaviyTo‘liq stavkaO‘rta darajaTalab Qilinadigan Til: inglizchaMijozlar bilan ishlashMijozlarga xizmat ko‘rsatish vakili
Bulut

Tavsif

  • 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

Talablar

  • 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

Imtiyozlar

  • 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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