RSF Social Finance is a nonprofit organization dedicated to using the tools of finance to bring about positive, real-world change. Our goal is not only to make capital available to groundbreaking social enterprises; it’s to transform the way people work with money. RSF supports a broad range of nonprofit and for-profit social enterprises in the fields of Food & Agriculture, Education & the Arts, and Climate & the Environment. Primary services include our investing and lending programs, philanthropic programs and services, and Integrated Capital Institute. In partnership with our investors and donors, RSF has made over $750 million in loans, investments and grants since 1984, placing us in the top tier of social finance organizations worldwide.

Position Summary:

RSF Social Finance seeks to hire a full-time Client Services Associate/Senior Associate who will apply her/his professional experience and expertise to advance RSF’s vision, mission, and values. This position offers an excellent opportunity for a professional looking to grow their skills and expertise in investor relations with a focus on fund administration and client support. The Associate/Senior Associate will be responsible for managing the day-to-day administration of RSF’s Social Investment Fund (SIF), including providing exceptional client service and transactional support for RSF’s 1600+ Social Investment Fund investors. This position will also provide valuable assistance to RSF’s Client Engagement team through program coordination and data management.

Responsibilities:

Social Investment Fund (SIF) Administration

  • Open new SIF notes and update details on existing SIF notes as requested by clients
  • Process and record investor transactions and ensure accuracy of client fund financial information in Salesforce database
  • Coordinate quarterly investor disbursement process and statement mailing process, including meticulous management of data entry and documentation and liaising with various teams internally

Client and Internal Inquiries

  • Act as primary contact for investor requests related to their SIF notes, ensuring a warm client experience and meticulous completion of requests
  • Act as a contact for potential investor inquiries, providing a positive first-impression and clear overview of RSF and SIF
  • Coordinate with various departments internally to complete investor requests in a timely manner

Program Coordination and Data Management

  • Manage filing systems and CRM (Salesforce) database, acting as a power user within the organization and keeping meticulous records of all interactions with existing and potential investors
  • Develop and generate Salesforce reports for internal and external use regularly and as needed to inform and guide client stewardship and fundraising priorities
  • Assist with special projects as assigned

Knowledge, Skills and Abilities:

Experience:

  • 2-4 years’ experience in a client-facing role providing administrative and/or transactional support
  • Experience working with investors, donors, investees or grantees a plus

Communication Skills:

  • Fluency in oral and written English required
  • Excellent written and oral communication skills, with meticulous attention to detail to ensure communications are free of grammatical errors and typos
  • Exceptional interpersonal and listening skills required, with sensitivity and appreciation for diverse viewpoints and various communication styles
  • Capacity and commitment to maintain confidentiality and manage sensitive client information

Finance and Analytical Skills:

  • Solid grasp of general math; basic understanding of general finance terminology with a desire to deepen understanding of finance

Technical and Administrative Skills:

  • Excellent computer skills including but not limited to Microsoft Outlook, Word, Excel, and PowerPoint
  • Proficiency with Salesforce or another CRM strongly preferred; ability and desire to gain Salesforce proficiency required

Judgment and Independence:

  • Ability to exercise good judgment, manage time effectively to solve problems, and respond appropriately to changing circumstances and priorities
  • Ability to work independently, and as part of a team
  • Adaptability and willingness to shift priorities as team needs or fundraising priorities change
  • Commitment to the vision, mission, and values that inform RSF’s work

Physical Demands:

  • Must be able to use a computer for extended periods of time up to eight hours per day
  • Must be able to frequently communicate orally and by telephone

Attendance and Availability:

  • Must be able to work at RSF’s offices during regular office hours as set forth in RSF’s Employee Manual
  • Must be available to occasionally work outside of regular office hours when needed
  • Ability to occasionally attend relevant in-person or virtual events or webinars on behalf of Client Engagement team

Compensation & Benefits:

The expected initial salary for this position is expected to be in the $49,200-$63,000 range depending on experience. Other benefits include:

  • A fulfilling work environment at a supportive and entrepreneurially driven organization
  • A competitive compensation package including employer-paid medical, dental, and vision insurance benefits
  • Extremely generous vacation and sick leave benefits plus eleven paid holidays per year
  • 403(b) plan with employer-paid contributions after one year of employment
  • Exposure to innovative ideas, projects, and collaborative staff activities
  • Access to numerous professional development opportunities

Application Instructions:

Please click here and select the “apply now” button, fill out the application questions, and attach your resume along with a thoughtful cover letter. In the cover letter, please explain why you are interested in the mission, values, and activities of RSF Social Finance. Please also share how your skills and experience would make you successful in this role.

Please note that applications with typos and without a cover letter will not be considered. No phone calls please.

RSF Social Finance complies with applicable federal, state, and local laws governing nondiscrimination in employment and encourages? and seeks qualified candidates from people of all backgrounds. Our goal is to ensure an inclusive environment where all people feel that they are equally respected and valued, whether they are applying for an open position or working at our organization. We welcome applicants of all educational backgrounds, gender identities and expressions, sexual orientations, religions, ethnicities, ages, citizenships, socioeconomic statuses, disabilities, and veteran statuses, and we’d love to learn about what you can add to our team.