Client Account Representative

🕒 il y a 3 mois

🇺🇸 États-Unis – Télétravail

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

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Ren

Site WebLinkedInTous les Emplois

201 - 500 employés

Fondée en 1987

🤲 Charité

🤝 À but non lucratif

💳 Fintech

Charity • Non-profit • Fintech

Ren est le principal fournisseur américain de technologie philanthropique et de services gérés, soutenant plus de 150 milliards de dollars d'actifs caritatifs et distribuant plus de 50 milliards de dollars à des œuvres de charité. L'entreprise propose divers véhicules de dons, y compris des fonds conseillés par les donateurs, des fiducies caritatives et des rentes, permettant aux clients d'atteindre efficacement leurs objectifs philanthropiques. Ren fournit également des ressources et des conseils aux conseillers et donateurs pour naviguer dans les stratégies de dons caritatifs.

Description

• 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.

🎯 Exigences

• 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.