Position Information

Client Service Associate
About Calvert Impact Capital
Calvert Impact Capital is a nonprofit investment firm that seeks to make impact investing accessible in order to create a more equitable and sustainable world. Through our products and services, we raise capital from individual and institutional investors to finance community development, education, environmental sustainability, financial inclusion, health, affordable housing, sustainable agriculture, small businesses, and renewable energy. During Calvert Impact Capital’s 25-year history, 20,000 individual and institutions have invested more than $2 billion to create measurable impact in communities around the world and have received 100% repayment of principal and interest.

About the Position
Calvert Impact Capital works with a broad range of investors and their financial advisors to grow the understanding of impact investing and get capital working to address pressing social and environmental challenges around the globe. This role is critical in our ability to grow the Community Investment Note and other investment programs by providing excellent client service and administration. We are seeking a team player that is a strong communicator, loves to speak with and help people, is committed to continuous operational improvement, and can adapt to various responsibilities in a mission-driven, service-oriented culture. While there will be core investor servicing responsibilities, there will also be room to contribute to marketing, business development, and other needs across the organization.  
Key Responsibilities:
  • Act as primary point of contact for incoming inquiries, consistently informing investors and financial advisors about Calvert Impact Capital’s investment programs and portfolio
  • Provide timely and professional client service by email and phone
  • Leverage proprietary software and Salesforce to ensure investor and investment information is properly recorded in our systems and contribute to continuous operational improvements
  • Support institutional reporting and responses to due diligence questions
  • Contribute to strategic communications, content development, and external meetings/events
Position: Client Service Associate
Organization: Calvert Impact Capital
Location: Bethesda,  MD 
United States
Posting Start Date: 9/13/2021
Date Posted: 7/21/2021
Requirements The ideal candidate brings:
  • Interest and commitment to Calvert Impact Capital’s mission and impact
  • Professional customer service and systems experience
  • Strong written and verbal communication skills, including the ability to effectively communicate by email and phone to a variety of audiences
  • Systems and process-minded, with Salesforce and Microsoft Office Suite experience preferred
  • Strong attention to detail, organization, and follow-through
  • A collaborative, service-oriented and team-first attitude
  • Ability to work from Calvert Impact Capital’s office in Bethesda, MD
  • Ability to travel as necessary

How to Apply
Interested candidates should send their resume and cover letter to jobs@calvertimpactcapital.org with “Client Service Associate” in the email subject line. No phone inquiries please.
Status: This listing expires on: 9/4/2021
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Organization Information
Calvert Impact Capital
7550 Wisconsin Avenue,
8th Floor
Bethesda,  MD 20814
United States