Client Account Representative

🕒 vor 1 Monat

🇺🇸 Vereinigte Staaten – Remote

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💰 Account Manager

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

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Ren

WebsiteLinkedInAlle Stellen

201 - 500 Mitarbeiter

Gegründet 1987

🤲 Wohltätigkeit

🤝 Non-Profit

💳 Fintech

Charity • Non-profit • Fintech

Ren ist der führende Anbieter von philanthropischen Technologien und Managed Services in Amerika, unterstützt über 150 Milliarden US-Dollar an gemeinnützigen Vermögenswerten und verteilt über 50 Milliarden US-Dollar an Wohltätigkeitsorganisationen. Das Unternehmen bietet verschiedene Spendenvehikel an, einschließlich donor-advised funds, Charitable Trusts und Annuitäten, die es den Kunden ermöglichen, ihre philanthropischen Ziele effektiv zu erreichen. Ren stellt zudem Ressourcen und Einblicke für Berater und Spender zur Verfügung, um Strategien für wohltätiges Geben zu navigieren.

Beschreibung

• 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.

🎯 Anforderungen

• 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.