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:

Education & Experience: