Client Account Representative

🕒 Abril 28

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

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Ren

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 1987

🤲 Filantropia

🤝 Sem Fins Lucrativos

💳 Fintech

Charity • Non-profit • Fintech

Ren é o principal provedor norte-americano de tecnologia filantrópica e serviços gerenciados, apoiando mais de 150 bilhões de dólares em ativos de caridade e distribuindo mais de 50 bilhões de dólares para instituições de caridade. A empresa oferece vários veículos de doação, incluindo fundos aconselhados por doadores, trusts de caridade e anuidades, permitindo que os clientes alcancem efetivamente seus objetivos filantrópicos. Ren também fornece recursos e insights para que consultores e doadores naveguem em estratégias de doação filantrópica.

Descrição

• 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.

🎯 Requisitos

• 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.