Tides: Client Specialist NY

Posted by: Tides

New York, NY, US

Organization Description:

Tides accelerates the pace of social change, working with innovative partners to solve society’s toughest problems. We are building a world of shared prosperity and social justice, founded on equality and human rights, a sustainable environment, healthy individuals and communities, and quality education. We engage with those whose lives are affected, ensuring that community voices are at the core of our work. We also work between and beyond traditional sectors and cultural boundaries, emphasizing shared learning and powerful collaborations. For more information, please visit www.tides.org.

Position Summary:

As part of the Client Services team, the Client Specialist will partner with the NY Client Services office in support of an assigned client group to provide exceptional administrative and financial operations support. The Client Specialist will work closely with the Senior Advisor to facilitate client core services in the areas of finance, compliance & risk management, human resources, administration, and project management. The Client Specialist will support the portfolios of two team members, and assist with payment requests, cash advance reconciliations, grants management and other administrative and systems support for clients. The Client Specialist works as part of an overall client services team that provides programmatic, risk mitigation and administrative strategy for all clients.

The Client Specialist is a non-exempt position, 40 hours per week. Non-exempt employees work a standard five-day/week schedule, with over-time beyond 40 hours when needed and at the manager’s discretion. This position is based in our New York Office.

Essential Duties and Responsibilities:

•Manage basic client service activity, including fund and project payment administration, expedites, wire requests, incoming grants processing and reporting follow-up

•Support client inquiries related to finance, internal processes, Tides’ policies, etc., ensuring high quality service delivery

•Complete a weekly review of payment request holds, follow-up with clients on missing support information

•Schedule internal and external meetings and events, and coordinate conference rooms and other meeting accommodations, draft minutes as needed

•Assist with completion of grant dockets and other special assignments as needed

•Collaborate in gathering proposal development and reporting materials for clients

•Support contract development and interoffice approvals for Fund clients as needed

•Support new clients orientations and trainings in partnership with the assigned Responsible Staff

•Prepare and send out periodic communication for clients advising on upcoming deadlines, shifts in schedules, new policies, etc.

Knowledge, Skills, and Abilities:

•Strong interest in social justice issues a plus

•Excellent organizational and time management skills

•Detail oriented and able to multi-task

•Flexibility/Adaptability to Change

•Good communication skills both written and oral

•Must be willing and able to perform administrative tasks at an executive level, but also work independently on self-directed projects

•Must be able to work well in a fast-paced environment as a team player, with tight deadlines and changing priorities

•Must be able to work with staff to problem solve and troubleshoot general inquiries.

•Strong customer service skills

•Highly proficient in MS Office (Excel, Word, Outlook and PowerPoint) and ability to quickly learn new software programs

Education and Experience:

•Undergraduate degree or equivalent years of related work experience

•2+ years of experience in a similar position

Equal Employment Opportunity:

Tides is an equal opportunity employer. We strongly encourage and seek applications from women, people of color, and bilingual and bi-cultural individuals, as well as members of the lesbian, gay, bisexual, and transgender communities. Applicants shall not be discriminated against because of race, religion, sex, national origin, ethnicity, age, disability, political affiliation, sexual orientation, gender identity, color, marital status, or medical condition including acquired immune deficiency syndrome (AIDS) and AIDS-related conditions.

Applicants with Disabilities:

Reasonable accommodation will be made so that qualified disabled applicants may participate in the application process. Please advise in writing of special needs at the time of application.

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