impactassets
This temporary, full-time remote role serves as the first point of contact for clients via phone and email, resolving inquiries and guiding users through the client portal. The position collaborates with Operations and Client Engagement teams to support client needs, manage ticketing systems, and assist with project implementations. It requires strong interpersonal skills and a background in financial services or investment client service.
Headquarters
Bethesda, Maryland, United States
Company Size
11-50 employees
Founded
2010
ImpactAssets is the preeminent partner for impact investing and philanthropic giving for individuals, families, and a range of organizations seeking to create positive change for the world. The organization offers a Donor Advised Fund, a proprietary Impact Investment Platform, and customized philanthropic solutions that combine investment in private impact funds and companies with advisory and support services. ImpactAssets serves a broad range of clients—including individuals, family offices, foundations, and corporations—helping them align capital with social and environmental impact.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for impactassets.