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Title

Institutional Relationships Associate, Close Date: Open Until Filled 
Ministry Team  
Reports To Vice-President of Institutional Relationships  
FLSA Status Non-Exempt  
Salary Grade  
Full-Time/Part-Time Full-Time  
Category United Church Funds  
Starting Salary $25-$35 hour  
Description

Introduction

United Church Funds (UCF), a not-for-profit corporation and associated ministry of the United Church of Christ (UCC), provides responsible, values-aligned investment management services to churches, ministries and other faith-based organizations. UCF offers customized investment portfolios and prudent investment strategies that provide competitive returns while also reflecting its clients’ values in seeking to achieve a just world. UCF also offers endowment governance consulting and planned giving services.

 

Position Summary

The Institutional Relationships Associate is responsible for providing support to the Institutional Relationships (IR) Team with prospective client development, client retention and overall client satisfaction. Duties include, but are not limited to, responding to client inquiries and requests, providing support to IR Team and clients, attending and/or providing support for client meetings, and working with other teams at UCF to create a top-tier client service experience.

 

Primary Responsibilities

  1. Respond to client requests for reports, information and account support by phone and email.
  2. Maintain high degree of integrity with regard to confidential client data.
  3. Run sales and prospecting reports from Salesforce, generate account report data from Innovue client portal, and update information in client files in both systems.
  4. Provide logistical support to IR Team for meetings with prospective clients and existing clients.
  5. Attend client meetings to provide notes and minutes of meetings.
  6. Work with Client Services Team to process client transactions.
  7. Work with Marketing & Communications Team in development of organizational communications and marketing materials.
  8. Contribute ideas to the IR Team in areas of client acquisition and retention.
 
Position Requirements
  1. Bachelor’s degree or equivalent
  2. Knowledge of and 2-3 years of experience working in financial and investment services
  3. Experience in customer relations or client services
  4. Excellent written and oral communication skills
  5. High ability to engage and work collaboratively within and among teams, managing multiple projects and priorities
  6. Working knowledge of MS Office (Word, Excel, Powerpoint), CRM and investment-related client database/reporting programs.
  7. Familiarity with or ability to understand and work with the structure and polity of the United Church of Christ and the role of United Church Funds within the denomination
  8. Willingness to learn about institutional investments, endowment management, socially responsible investing
  9. Highly self-motivated, strong orientation toward a customer-first philosophy, keen attention to detail, and overall positive attitude.

LOCATION: This position is offered with the possibility of deployment. Relocation to New York will not be necessary.

If not local to New York, travel to the New York office is required at a minimum of six times per year.

COVID-19 Update: Protecting the health and safety of our employees is a top priority. Full COVID-19 vaccination is required for employment (proof of record will be requested during the onboarding process).

 
Comprehensive Benefits Package Employer paid health, dental, life, pension benefits  
Application Deadline Open until filled  
About the Organization The United Church of Christ



Our faith is 2000 years old. Our thinking is not.



We believe in God's Continuing Testament.

We believe in Extravagant Welcome

We believe the church's mission is to Change Lives



 
EOE Statement The United Church of Christ National Setting celebrates diversity and an inclusive environment for all employees. We are committed to a workforce that is representative, at all job levels, of the broad spectrum of our diverse society. We endeavor to recruit employees from backgrounds that vary by race, color, national origin, ethnicity, gender, gender identity and expression, age, sexual orientation, disability, marital status, genetic information, past, present or future service in the uniformed services, religion, or any other legally protected characteristic under applicable federal, state or local law. We are proud to be a multicultural, multiracial, open and affirming, accessible to all, equal opportunity employer.  

This position is currently not accepting applications.

To search for an open position, please go to http://UCC.appone.com


 


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