Customer Service Associate

Job Title: Customer Service (Hybrid)

Locations: Jenkintown, PA (July training) ? Conshohocken, PA (August onward)

Schedule: Hybrid (onsite training, then remote flexibility)

Assignment Duration: July/August start through mid-January

Pay Rate: $20$22/hour

Overview:

A mission-driven nonprofit organization is seeking Seasonal Donor Relations Associates to support operations during the peak giving season. This organization focuses on donor-advised funds , allowing individuals to contribute to a charitable account and recommend donations to supported organizations over time.

This role is ideal for candidates who thrive in a fast-paced, customer-facing environment and enjoy assisting clients, financial professionals, and donors with account-related inquiries.

Key Responsibilities:

• Serve as the primary point of contact for donor and client inquiries via phone and email
• Manage a high volume of interactions:
• ~60% Salesforce case management (inquiries, tracking, and follow-up)
• ~40% inbound phone support
• Assist donors with:
• Account login and navigation
• Understanding how to use the online platform
• Completing forms and recommending donations
• Communicate with donors, financial advisors, and banking partners across multiple platforms
• Accurately document all interactions in Salesforce
• Troubleshoot issues across different systems and processes
• Escalate complex issues and ensure timely follow-up
• Participate in training sessions, kickoff calls, and team meetings
• Support extended hours and increased volume during peak season

A Day in the Role:

• Logging into phone systems and handling inbound donor calls
• Managing Salesforce cases and tracking open inquiries
• Assisting donors with account access and platform usage
• Collaborating internally to resolve questions
• Delivering a high-quality, donor-first customer experience

Qualifications:

• 13 years of customer service experience (required), ideally in:
• Financial services
• Call centers
• Retail or client-facing roles
• Strong communication skills (clear, confident, and professional)
• Detail-oriented with strong organizational skills
• Ability to problem-solve and navigate multiple systems
• Comfort interacting with high-net-worth individuals and external partners
• Ability to learn new systems quickly (Salesforce experience is a plus)
• Tech-savvy and able to assist less technical users
• Positive, engaging, and professional demeanor

Schedule & Hours:

• MondayFriday
• Shift: 8:30am-5pm, 10:30am-6pm, and 11:30am - 7pm
• Peak season (December): extended hours available
• Overtime available

Training & Work Environment:

• Onsite training in July in Jenkintown, PA
• Office relocation to Conshohocken, PA in August
• Business casual work environment
• No scripts emphasis on natural communication and critical thinking
• Team supported by multiple supervisors involved in training and development

What Success Looks Like:

• Strong, confident communication with donors and partners
• Ability to quickly learn and navigate systems like Salesforce
• Delivering an efficient and positive client experience
• Staying organized and detail-oriented during high-volume periods

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

The California Fair Chance Act

Los Angeles City Fair Chance Ordinance

Los Angeles County Fair Chance Ordinance for Employers

San Francisco Fair Chance Ordinance