Member Support Associate
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Toniic Institute is the global action community for deeper impact investing. Its mission is to catalyze deeper net positive impact across the spectrum of capital. Toniic is a nonprofit supporting a global network of high net worth individual, family office, and foundation asset owners by curating an interactive community, educational resources, and investment opportunities in all asset classes. Toniic also serves the impact investing field at large with the T100 Project, which provides inspiration and evidence from investors committed to total portfolio activation, and with the Impact Terms Project, which provides a curated library of innovations in impact investing terms and structures for all market participants. Toniic’s vision is a world in which all investments honor the planet and its inhabitants.
About the Role
The Member Support Associate (“MSA”) supports the team of Relationship Managers (“RMs”) in delivering an excellent member experience. The emphasis is on activities and members across Europe, in addition to and within the context of supporting the global organization to achieve its strategic objectives in member engagement and membership growth. The primary focus is to support the RMs in engaging members through our events, regular check-in meetings/calls, member connections, and tools/resources. The MSA will also lead our efforts to amplify the work of our members through social media.
The MSA will be expected to perform a variety of tasks (on both clerical and systemic levels) in a well-organized and timely way. The MSA will need to act proactively, understand the needs and characteristics of people with whom they work, and demonstrate good judgement on when to escalate to the senior team. A professional and friendly demeanor is critical for supporting our warm and welcoming culture.
Location: Europe (UK, Netherlands, Germany)
Compensation: GBP 40,000 p.a
Reports to: Managing Director, EMEA
Member Engagement & Member Recruiting
Support Relationship Managers to achieve their Key Performance Indicators (KPIs)
Prepare Relationship Managers for calls/meetings with members & prospects
Onboard new members to our online systems & provide troubleshooting
Follow up with members on outstanding items, such as payments, event registrations, & survey completions
Support the global teams in social media promotion activities.
Research member activities & promote them through social media, if appropriate
Maintain member marketing materials
Maintain internal checklist of items to communicate with members
Track KPIs & report results to the team regularly
Assist with member event organization including arranging logistics, coordinating member communication, managing event registration, organizing team travel, & supporting the event lead with any other needs
Procure promotional items, name tags, etc. for events
Member Operations & Accounting
Maintain high data integrity for member & prospect information in Salesforce
Complete manual data entry tasks with attention to detail with a focus on future automation wherever possible
Use Salesforce reports to extract & effectively communicate valuable information
Develop & document processes that maximize efficiency
Required Skills & Characteristics
Minimum of 4-6 years of experience in an internal or external support role, in addition to a university degree or equivalent experience
Experience in a client and/or member/customer service environment
Outstanding organizational & time management skills
Excellent verbal & written communications skills
Excellent attention to detail
Discretion & confidentiality
Professional demeanor & friendly/welcoming attitude
Highly Desirable Skills & Characteristics
Experience with Salesforce
Experience with Google Drive, DropBox Business, & Asana
MS Office knowledge is desirable
Experience with event planning & travel logistics
Experience with social media
Knowledge of the financial services or investments fields
Interest in promoting impact investing
Comfortable with working remotely and highly organized.
Submit resume and a cover letter that includes a personal statement on why the role appeals to you and what you would bring to it. You must have the right to work and live in the UK/Europe. Send to email@example.com with the subject “Application for Toniic EMEA MSA. Application deadline is March 15, 2019.