Associate, Client Experience

Associate Client Experience

CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock hundreds of billions of dollars to funds and social enterprises tackling major social and environmental challenges.

We offer a fast-paced collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team.

Job Description

We are seeking an associate to join our Client Team to support and grow into managing impact investment programs across leading private wealth and charitable institutions.

Responsibilities

• Institutional Account Support:
• Support our Client Leads to manage complex institutional relationships with senior leaders across the largest financial advisors, donor advised fund (DAF) providers, family offices, and foundations.
• Delight clients through strong relationships and exceptional customer service.
• Work across CapShifts teams to help financial and philanthropic institutions get the most value out of CapShifts capabilities.
• Design and document client best practices across the CapShift team and strengthen technology-based processes to manage client accounts at scale.
• Client Engagement:
• Support our clients, advisors, and sales teams to better utilize our tools and services to meet their clients impact investing and philanthropic objectives - through written collateral, email campaigns, one-on-one meetings, and more - we want you to bring new and creative ideas.
• Bring in the voice of the customer to help create and execute on an engagement plan in collaboration with other internal team leaders while bringing client insights to our Product teams.
• Monitor metrics of success across client relationships.
• Opportunity to lead client relationships commensurate with prior experience.

Qualifications

• 1-3 years of relevant work experience
• Client service experience desired - preferably in a financial services or other professional setting
• A desire to learn about wealth management, investment, finance, or impact investing
• Extremely strong project management skills and an ability to critically review and prioritize projects
• Proactive, collaborative, thoughtful, self-motivated, detail-oriented, organized, and able to effectively communicate across multiple business units and stakeholders
• Eager to work in a high-growth, flexible startup environment in which employees are expected to take on multiple responsibilities and leadership positions
• Exceptional writing, proofreading, Excel, and PowerPoint skills required
• Alignment with CapShifts vision of systems change through mobilizing capital into impact investments across the Sustainable Development Goals

How to Apply

Please submit your resume and a cover letter detailing why you would be a good fit for the role - including interest, key skills, academic qualifications, previous experience, and any other information you deem relevant - to the Associate Client Experience webform on our website.

Application Details

• Competitive compensation
• Opportunity for employees to receive equity in the company
• File size limit: 5 MB
• File type supported: PDF, DOC
• Upload resume and cover letter

Equal Opportunity Employer

CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply.

Stay in Touch

Subscribe to our newsletter for regular updates on CapShifts work.

Disclaimer

Advisory services are provided by CapShift Advisors LLC, an SEC-registered investment advisor. Investments in securities are not FDIC insured, are not bank guaranteed, and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and CapShift Advisors LLCs charges and expenses. CapShift Advisors LLCs advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide financial planning with respect to every aspect of a clients financial situation, they do not incorporate investments that clients hold elsewhere, and they do not provide tax advice. For more details, see our Form ADV Part 1, Part 2A Brochure, and Part 3 CRS available at https://adviserinfo.sec.gov.