Our Financial Services Associates (Internally called Client Executives) are organized and detail-oriented, serving as a primary point of contact for our clients. They’re responsible for understanding recorded financial transactions for donor trusts, trust rules and regulations and performing research to follow up verbally and in writing with clients. A positive attitude enables them to build strong client relationships and also work as a cross-functional, internal team member. Being a great listener with clients allows the Client Executive to suggest new practices and cross-sell our most successful services. This position is a combination of transaction processing and oversight and ongoing communication with clients.
Duties & Responsibilities:
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