Align Impact, LLC Client Service Associate New York, NY · Denver, CO · Full time Company website

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About Align

Launched in 2014, Align Impact is a financial advisory firm and certified B Corp that serves high-net worth individuals, families, foundations, and institutions who aim to align their investments with their values.

At Align Impact, the question isn’t just “How can we grow wealth?”—it’s “How can we use capital to lift communities, expand opportunity, and drive long-term systemic change?”. Our mission is to help investors direct their capital toward building a more inclusive, sustainable, and just world—without having to sacrifice financial returns.

We offer a fast-paced, collaborative environment with a culture that emphasizes excellent client service and values diverse perspectives.

Role Overview

As a Client Service Associate, you will serve as the key liaison between clients, custodians, and internal teams—ensuring accuracy, responsiveness, and a personalized approach to client service. The position is crucial in helping advisors deliver white-glove service while ensuring operational excellence.

Roles And Responsibilities

●  Serve as a point of contact for clients and outside advisors regarding account maintenance, documentation, and operational inquiries.

●  Foster strong client relationships through proactive communication, timely follow-ups, and exceptional service.

●  Assist in the client onboarding process, including account opening, funding and transitions from custodians, as well as ongoing data maintenance (including KYC and AML documentation).

●  Prepare reports, performance summaries, and compliance documents as needed.

●  Manage day-to-day client transactions such as money movements, account transfers, check requests, and wire instructions.

●  Liaise with custodians and other third-party providers to resolve service issues efficiently.

●  Coordinate information requests for investments and other business activities with clients and outside advisors.

●  Maintain client files and records, including updating CRM systems (e.g. contact information, non-financial assets, meeting notes).

●  Document tracking and management along with signature coordination of various paperwork via DocuSign (e.g. engagement agreements, letters of authorization, account paperwork, tax documents and returns).

●  Research and answer client questions related to investment account activity, balances, and other service requests.

●  Other duties as assigned by management.

Qualifications

●  One to three years relevant work experience.

●  Requires strong interpersonal, organizational, and communication skills, along with proven problem-solving abilities, effective prioritization and project management capabilities, and a proactive approach to work.Interest in a growth-oriented environment.

●  Ability to maintain extreme confidentiality in dealing with client matters.

●  Attention to detail and task management must be a strength.

●  Preferred experience with Salesforce.

●  Familiarity with the Schwab and/or Fidelity custodial platforms preferred, but not required.

●  Must consent to and have a favorable background check.

Our Core Values

1. We partner generously, not just bill transactions.
2. We build mindfully, not just shift radically.
3. We guide transparently, not just challenge boldly.

At Align, we are committed to building a diverse and inclusive workplace where everyone feels valued, respected, and empowered to thrive. We are proud to be an Equal Opportunity Employer. We do not discriminate based on race, ethnicity, religion, color, national origin, gender, gender identity or expression, sexual orientation, age, marital status, disability, veteran status, or any other protected characteristic under applicable law.

We strongly encourage applications from individuals of all backgrounds and experiences, especially those historically underrepresented in our industry, to help us build a team that reflects the communities we serve.