Share Email Opening Apply Now Title Client Services Associate, Application Close: June 30, 2025  Ministry Team Client Services   Reports To Director, Client Services   FLSA Status Non-Exempt   Salary Grade   Full-Time/Part-Time Full-Time   Category United Church Funds   Starting Salary $50,600 - $75,800   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 Client Services Associate is responsible for maintaining a high level of quality service to UCF clients by providing courteous, timely and accurate responses to requests for account information, transactions and other needs.   Primary Responsibilities Respond, along with Client Services Team members, to all client calls and emails, and either provide requested information or direct inquiries to the appropriate person. Coordinate the administration of accounts, including: Processing distributions to, deposits into and withdrawals from client accounts Preparing daily transaction reports Maintaining allocation models Assisting in preparation and review of month-end and quarter-end payments. Maintain detailed and accurate records of client interactions and account activity. Collaborate with internal teams, including Finance & Administration and Institutional Relationships, to support client needs and goals. Other duties as assigned.   Position Requirements Minimum Qualifications Bachelor’s degree or equivalent Five to ten years outstanding experience in customer or client services Excellent written and oral communication skills High ability to work collaboratively with a team and manage multiple projects and priorities 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 Highly self-motivated and able to function in a hybrid work environment with regular use of communication technology Experience with software applications and platforms, such as Innovest (Innotrust and Innovue), SalesForce and Microsoft Office (specifically Excel), is highly preferred. This position is based in New York and requires work in the office 5 days a week.   Comprehensive Benefits Package Employer paid health, dental, pension, life, and disability benefits   Application Deadline June 30, 2025   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 accepting applications. Apply Now

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