Client Account Representative

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:

Education & Experience: