Associate, Client Service – Temporary

ImpactAssets

. Respond to inbound phone calls and emails .

Posted 10/9/2026full-timeRemote • United StatesMid-Level💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service operations within the financial services sector, with a strong focus on effective communication, problem-solving, and collaboration. Proficient in utilizing technology and tools to enhance client interactions and streamline processes.

Highest-signal resume keywords

Client Service ExperienceProficiency With Microsoft 365Understanding Of Financial ServicesStrong Organizational SkillsExperience With Freshdesk

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryTroubleshootingProcess DocumentationClient Inquiry ResolutionImpact Investing Knowledge

Soft Skills

Interpersonal SkillsProfessional DemeanorAbility To Build RapportAttention To DetailAbility To Work Independently

Tools & Technologies

Microsoft 365BoxAsanaFreshdeskCloud-Based Collaboration Tools

Industry Keywords

Wealth ManagementFinancial AdvisoryDonor Advised FundsCustodial RelationshipsRIA

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Respond to inbound phone calls and emails
Troubleshoot login issues, answer process questions, and guide clients through the client portal
Resolve client inquiries through timely responses and coordinate requests in the company’s ticket management system
Handle a variety of client requests, including challenging situations, professionally and courteously
Anticipate client needs and concerns and deliver solutions proactively
Maintain appropriate records across various systems through data entry
Engage effectively with financial advisors and clients
Collaborate with Operations, Client Engagement, and Business Development colleagues to resolve customer inquiries
Assess challenging inquiries and provide solutions, including when escalation is needed
Document processes and best practices for the Client Services team
Provide backup support for Donor Advised Fund Operations functions as needed
Perform other ad hoc duties as required
Report to the Officer, Client Service Operations

Requirements

What you’ll need

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
Demonstrated experience using technology to communicate effectively
Understanding of investments and financial services, impact investing, donor advised funds, custodial relationships preferred
Strong 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 Eastern Standard Time business hours (9:00am–5:30pm)
Ability to work independently and prioritize competing demands

Benefits

Comp & perks

Paid holidays and sick time
Values-driven culture
Equal Opportunity Employer committed to a diverse, inclusive workplace