Client Account Representative

Client Account Representative Our Client Account Representatives are organized and detail-oriented, serving as a primary point of contact for our clients.
They’re responsible for understanding recorded financial transactions for charitable giving vehicles, philanthropic industry rules and regulations, and administrating all aspects of managing client programs.
A positive attitude enables them 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 and ongoing communication with clients.
Duties & Responsibilities: Partner with various internal departments, including accounting & information technology to administer all aspects of client programs Ensure client retention, loyalty, and continued opportunities with excellent client service achieved through pro-active client contact, prompt and accurate responses, high energy and enthusiasm Serve as first point of contact for problem resolution Through daily follow-up, partner closely with accountant(s) to ensure that all statements, financial transactions, and data processing are handled in a timely manner Run daily/weekly/monthly reports to discover and act on exception reporting Maintain and update client records Work with clients, legal, and compliance departments to ensure that the philanthropy tool is administered in compliance with best practices and IRS regulations.
Responsible for identifying, documenting and reviewing processes and procedures to enhance program efficiency and effectiveness Assist in new business development by providing referrals to sales and professional services units Providing coverage for teammates as needed Exercise initiative in assisting with projects, research and critical analysis Liaison for inter-department client relationships Any other duties as assigned Education & Experience: Experience in financial services, philanthropic industry or trust administration highly preferred Bachelor’s degree in business, finance, accounting, or related field required or equivalent experience (5+ years) 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-pace 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 & personal integrity Excellent verbal and written communication skills Fluent in Microsoft Office Suite