Client Account Representative

🕒 April 28

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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Ren

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1987

🤲 Charity

🤝 Non-profit

💳 Fintech

Charity • Non-profit • Fintech

Ren is America’s premier provider of philanthropic technology and managed services, supporting over $150 billion in charitable assets and distributing over $50 billion to charities. The company offers various giving vehicles, including donor-advised funds, charitable trusts, and annuities, allowing clients to effectively achieve their charitable goals. Ren also provides resources and insights for advisors and donors to navigate charitable giving strategies.

📋 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.

🎯 Requirements

• 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.