Associate, Client Service (Temporary)

Department: Operations

Employment Type: Full Time

Location: Remote, Remote

Key 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 

Qualifications

• 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
• Background working in a wealth management, RIA, or financial advisory environment preferred

• 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 
• Understanding of investments and financial services, impact investing, donor advised funds, custodial relationships preferred 
• 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. 
• Proficiency with cloud-based collaboration tools Box and Asana preferred
• Experience working with Freshdesk preferred 
• Experience working in a virtual working environment preferred 
• Ability to work independently and prioritize competing demands

Benefits and Perks

• Base salary ranges from $70,000 - $80,000 and is highly dependent on experience and location 
• Paid holidays and sick time 
• Values-driven culture