Associate, Client Experience

Boston Area (preferred) or Washington DC, 3 days a week in the office with flexibility as needed Posted 1 week ago Do you want to enable leading financial and philanthropic institutions to invest more capital into underserved communities and protect the planet? 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. 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. Responsibilities 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 CapShift’s teams to help financial and philanthropic institutions get the most value out of CapShift’s capabilities Design and document client best practices across the CapShift team and strengthen technology‑based processes to manage client accounts at scale 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 CapShift’s 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. CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company. 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. #J-18808-Ljbffr CapShift