Client Account Representative

The Client Account Representative is solution-oriented, organized, and precise, serving as a primary point of contact for our clients. This individual is responsible for understanding recorded financial transactions for client giving vehicles (i.e. DAFs, Trusts, etc.), philanthropic industry rules and regulations, and administering all aspects of managing client programs. A positive attitude enables the Client Account Representative to build strong client relationships and work as a cross-functional internal team member. Understanding client’s needs and programs allows the Client Account Representative to improve on existing processes and procedures. This position is a combination of transaction processing and oversight, problem-solving, and ongoing communication with clients.

Duties & Responsibilities:

• Ensure client retention, loyalty, and continued opportunities by providing excellent client service through proactive client contact, prompt and accurate responses, and high energy and enthusiasm.
• Serve as first point of contact for problem resolution. Communicate regularly through phone calls, emails, and chat.
• Oversee the accurate and organized maintenance of client records, ensuring compliance with all legal and regulatory requirements.
• Run daily, weekly, and monthly reports to discover and act on exception reporting.
• Partner with various internal departments, including accounting, cash operations, and information technology to ensure that all reporting, statements, financial transactions, and data processing are correct and handled in a timely manner.
• Responsible for identifying, documenting, and reviewing processes and procedures to enhance program efficiency and effectiveness.
• Collaborate with internal teams to identify and address systemic issues, striving for continuous improvement, while being an active participant and/or leader in such initiatives
• Providing coverage for teammates as needed.
• Liaison for interdepartmental client relationships.
• Other duties as assigned.

 

 

Education & Experience:

• Bachelor's degree in Business, Finance, Accounting, or related field required or equivalent 5+ years’ experience.
• 1-2 years’ experience in financial services, philanthropic industry, or trust administration highly preferred.
• Strong communication and interpersonal skills.
• Excellent writing and customer service skills.
• Exceptional attention to detail, highly organized, with a commitment to high quality and timely service.
• Strong time management skills with a demonstrated ability to effectively prioritize work in a fast-paced environment.
• A desire to learn and an ability to work well with others in a collaborative team structure.
• Flexibility and agility to shift priorities, cross-train, and contribute to individual, team, and company priorities.
• Strong business ethics and personal integrity.
• Fluent in Microsoft Office Suite.