Client Associate

Phila Engaged Giving; United States; Remote; USD 54,000 - 66,000; Full time

Job summary

Phīla Engaged Giving, a Black- and woman-owned advisory firm based in Seattle and Chicago, seeks a full-time Client Associate to support philanthropic clients and our Advisory team. You will manage a portfolio, perform research, prepare written materials, and handle general administration to ensure seamless client engagements.

This early-career role values clear communication, curiosity, and a readiness to learn about philanthropy and social change within a high-touch service culture.

Qualifications

• Strong verbal and written communication skills.
• Ability to complete complex tasks with accuracy and composure.
• Experience supporting client engagements or advisory teams preferred.

Responsibilities

• Manage a portfolio of clients in partnership with the Advisory team.
• Provide general project management support and research.
• Create written materials for client engagements.
• Handle general administrative tasks for the firm.

Skills

Portfolio management

Client-facing

Project management

Written communication

Administrative support

Job description

Phīla Engaged Giving is a Black-and woman-owned advisory firm based in Seattle and Chicago that serves ultra-high-net-wealth individuals, families, philanthropic entities, family offices, and corporations. We are a values-based agency that uses our extensive experience in the social change sector to work one-on-one with our clients to help them develop meaningful philanthropic endeavors that speak to their values as well as to the needs of a more inclusive, supportive, and healthy society.

ABOUT THE POSITION

Phīla Engaged Giving seeks a full-time Client Associate to join our growing team. Approximately 80% of the Associate’s time is spent managing a portfolio of clients in partnership with our Advisory team, including some client-facing work as requested. The Associate plays a key role in supporting philanthropic clients by providing general project management support, broad issue area research, the creation of written materials, and the general administration required to make for seamless client engagements. Approximately 20% of the Associate’s time is spent on general administrative support for the firm. This position presents an exciting opportunity for an early career candidate who is interested in the field of philanthropy and advising.

The most successful candidate will have strong verbal and written communication skills and possess the ability to complete complex tasks and projects with accuracy and composure. They are able to appreciate our firm’s culture of high-touch service, continuous learning, joy, and humor. This position is well suited for a dynamic self-starter who possesses a desire to learn and contribute to the field of philanthropy and social change.

COMPENSATION

$60,000 per year

HOW TO APPLY

Click here for more information or to apply. Please send a resume and cover letter to [e-mail] and use "Client Associate Application" in the subject line.

Kevin Perez published this page in Job Board 3 years ago