Client Account Representative

A bit about us:

Headquartered and operated in Indianapolis, IN, we are the largest independent philanthropic solutions provider in North America. With more than 30 years of industry knowledge, we partner with financial services firms, elite nonprofit organizations and leading community foundations to provide online access for donors, professional advisors and staff, to manage their planned gifts, including donor-advised funds. We support $16Billion of assets including charitable trusts, donor-advised funds, pooled income funds, endowments and private foundations.

We're growing and looking for a Client Account Representative to join the team!

Why join us?

• Flexible/remote work environment
• Competitive base salary and overall compensation package
• Full benefits: Medical, Dental, Vision
• Working with a growing company in FinTech space

Job Details

Responsibilities

• Serve as the primary contact for client inquiries via phone and email.
• Process financial transactions accurately while maintaining client records.
• Support administration of client accounts including donor advised funds, trusts, and related giving vehicles.
• Prepare daily, weekly, and monthly operational reports.
• Investigate and resolve routine discrepancies.
• Partner with Accounting, Cash Operations, and IT to ensure timely client deliverables.
• Maintain documentation and follow established operational procedures.
• Utilize approved AI tools to improve efficiency while maintaining accuracy and compliance.
• Deliver exceptional client service with strong attention to detail.
• Assist with team coverage and additional operational projects as needed.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or related field preferred.
• 1-3 years of experience in - Financial Services, Banking, Wealth Management, Client Services, Operations, Financial Administration
• Experience processing financial transactions preferred.
• Strong organizational and analytical skills.
• Excellent written and verbal communication.
• Advanced attention to detail.
• Proficient with Microsoft Office.

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