Position Description:

The Client Account Representative (CAR) serves as a primary point of contact for clients, supporting the administration of client giving vehicles (e.g., DAFs, Trusts) and ensuring accurate processing, compliance, and reporting. This role contributes to client retention and operational consistency by delivering reliable, accurate service and maintaining high-quality client interactions both internally and externally. The use of minimal, controlled AI tools supports improved efficiency and responsiveness while preserving strong judgment, data integrity, and a client-centric experience.

This position is a temporary assignment, designed to support business needs while providing an opportunity to build foundational knowledge, skills, and experience within Client Services & Operations.

Duties & Responsibilities:

• Provide responsive, accurate, and professional client service to support client retention and satisfaction, following defined procedures and service standards.
• Serve as a first point of contact for routine client inquiries via different channels of communication and issue resolution, escalating more complex issues as needed.
• Apply standard professional concepts and guidelines to process transactions, maintain client records, and ensure regulatory compliance.
• Execute daily, weekly, and monthly reporting tasks, identifying basic variances and following established processes to resolve discrepancies.
• Collaborate with internal teams (Accounting, Cash Ops, IT) to ensure timely and accurate delivery of client outputs, building stable working relationships across teams.
• Follow structured workflows to support documentation, procedures, and consistent service delivery, contributing to incremental process improvements.
• Use approved AI-enabled tools in a limited and controlled manner to enhance efficiency (e.g., drafting communications, summarizing data, or organizing information), while ensuring accuracy, compliance, and human oversight.
• Maintain a high level of organization, attention to detail, and adherence to established policies and procedures.
• Provide coverage for team members and support broader team objectives as needed.

Education & Experience:

• Bachelor’s degree in Business, Finance, Accounting, or related field preferred; equivalent combination of education and relevant experience will be considered
• 1–3 years of professional experience in a business, financial services, operations, or client service environment, with exposure to transaction processing or client support preferred
• Foundational understanding (or demonstrated ability to learn) financial transactions, client account structures, or philanthropic vehicles (e.g., DAFs, Trusts)
• Demonstrated ability to learn and apply company policies, procedures, and professional concepts in a structured environment
• Strong written and verbal communication skills, with the ability to convey clear, accurate, and professional information to clients and internal partners
• High attention to detail, organization, and time management skills, with the ability to follow established processes and meet deadlines
• Ability to work within defined procedures while developing problem-solving skills for routine issues of limited scope
• Comfort using Microsoft Office Suite and willingness to learn internal systems and tools

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:

• 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.

Education & Experience:

• 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.