About this role
About ImpactAssets ImpactAssets is the leading impact investing partner for individuals, families and philanthropists seeking to effect real change for people and planet. Bold yet pragmatic in our approach, ImpactAssets’ creativity and investment expertise ignites a deeply personal impact investing journey for clients - while we manage the complexities. Founded in 2010, ImpactAssets’ mission is to increase flows of capital to impact investing. Together, with our clients, we are catalyzing investment capital into mission driven business models solving the worlds’ biggest challenges. The result? A fast growing, dynamic organization with more than $5 billion in assets under management and an activated community of 1,900+ clients. ImpactAssets Services is an affiliate of ImpactAssets. Impact Assets also is the parent of ImpactAssets Capital Partners, PB LCC. Together, we have a combined powerhouse of talent, expertise, and service to support a high level of growth and vision. *ImpactAssets Services is not a 501(c)(3) organization. The Opportunity The Associate, Client Service (Temporary) is responsible for providing an excellent client experience by serving as first line of response via incoming phone calls and inbound email. Working closely with our other Operations, Client Engagement and Client Solution colleagues, this position provides daily support, assists in related project implementations, and elevates and refines our client service. This role is a temporary, full-time, remote position and can be performed from anywhere in the US, with a requirement to work Eastern Standard Time business hours (9:00am-5:30pm) . Client/Advisor Service 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 Client and Team Support 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 Other Responsibilities 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