Firm: 60-person firm managing $8 billion for ~500 US non-profits
Compensation: Competitive compensation, incentive, and benefits package
Culture: Mission-driven, cross-disciplinary, intellectually rigorous approach
Organizational Overview
The Investment Fund for Foundations (TIFF) was founded in 1991 by a foundation collaborative headed by the John D. and Catherine T. MacArthur Foundation and the Rockefeller Foundation. Their aim was to improve the endowment returns of charitable organizations that could not afford a chief investment officer or internal investment staff. Today, the organization is known simply as TIFF. Since its inception, TIFF has served the non-profit community exclusively. TIFF Advisory Services (TAS), created in 1993, is a regulated advisory firm that administers investment vehicles bearing the TIFF name. As of December 2024, TAS and its affiliates stewarded about $8 billion, including committed capital. TIFF’s mission, credo, and board membership can be found at www.tiff.org.
Team Description
The Client Services team handles all aspects of TIFF’s client service and outreach efforts across all of TIFF’s investment programs. The team plays an integral role with clients and handles all aspects of client communications and servicing. Client Services works closely with the firm’s client relationship and investment staff as well as reporting & analytics, accounting, operations, and legal teams to serve the needs of clients.
Position
Client Service Associates are engaged in a broad array of operational and outreach-oriented tasks and projects related to serving the needs of existing clients, prospective clients, and other related parties. This role is responsible for managing daily client interactions, handling escalations, and maintaining high service standards. Additionally, the Associate collaborates with internal teams across operations, finance, legal, compliance, and portfolio management to support the needs of existing and prospective clients.
Responsibilities (include, but not limited to)
• Serve as a first point of contact to triage client questions and requests via email or phone, ensuring timely and effective responses, while escalating as appropriate.
• Liaise with fund administrators on routine client reporting, such as statements, transaction confirmations, capital calls/distributions and tax documents
• Coordinate various aspects of client meetings, including preparation of PowerPoint meeting materials and scheduling, while collaborating with Client Strategy Group Directors (i.e., relationship managers)
• Update and maintain client specific information in Salesforce (TIFF’s CRM) and on secure client portal
• Support various components of TIFF’s communications efforts, such as webinars and other events, including the distribution of client-specific and broad-based communications, ensuring consistent and effective delivery
• Assist the client on-boarding process including planning, documentation, portal setup and monitoring the initial funding/transfers to ensure completion and continuing to serve as a point of contact
• Review and process subscription and redemption requests, ensuring compliance with internal procedures and coordination with administrators
• Support client analytics and ad-hoc requests, escalating as needed, and ensuring timely follow-up and resolution
• Assist in developing and maintaining standardized templates and reference materials to streamline recurring client service requests along with identifying opportunities to improve client service workflows and efficiencies
