Introduction

United Church Funds (UCF) is the leading provider of investment management and planned giving services to the United Church of Christ (UCC) churches and ministries, and serves faith-based organization beyond the UCC. UCF offers sustainable and responsible investment funds and additional consulting services designed to help faith-based organizations grow and preserve their financial legacies. UCF is the trusted investment partner for over 1,100 clients and is responsible for nearly $1 billion in assets under management, including many of the UCC’s largest and most historic endowments.

UCF is ideally suited to assist those we serve with investment management, endowment governance consulting, and planned giving resources. Given our not-for-profit structure, competitive investment program, and with over 100 years of experience serving faith-based organizations, UCF offers an appealing alternative to brokerage firms and retail mutual funds.

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

  • Respond to client requests for reports, information and account support by phone and email.
  • Maintain high degree of integrity with regard to confidential client data.
  • Run sales and prospecting reports from Salesforce, generate account report data from Innovue client portal, and update information in client files in both systems.
  • Provide logistical support to IR Team for meetings with prospective clients and existing clients.
  • Attend client meetings to provide notes and minutes of meetings.
  • Work with Client Services Team to process client transactions.
  • Work with Marketing & Communications Team in development of organizational communications and marketing materials.
  • Contribute ideas to the IR Team in areas of client acquisition and retention.

Position Requirements

  • Bachelor’s degree or equivalent
  • Knowledge of and 2-3 years experience working in financial and investment services
  • Experience in customer relations or client services
  • Excellent written and oral communication skills
  • High ability to engage and work collaboratively within and among teams, managing multiple projects and priorities
  • Working knowledge of MS Office (Word, Excel, Powerpoint), CRM and investment-related client database/reporting programs.
  • 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
  • Willingness to learn about institutional investments, endowment management, socially responsible investing
  • Highly self-motivated, strong orientation toward a customer-first philosophy, keen attention to detail, and overall positive attitude

Compensation and Benefits

Starting salary is dependent upon qualifications. UCF provides paid health, dental, life/disability, and pension benefits.

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

July 31, 2023

Reports To

Vice-President of Institutional Relationships

FLSA Status

Non-Exempt

Starting Salary

$35-$45 hour

United Church Funds 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 are proud to be a multicultural, multiracial, open and affirming, accessible to all, equal opportunity employer.

CLICK HERE to apply.