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Financial Services Representative  


Our Financial Services Representatives are organized and detail-oriented, serving as a primary point of contact for our clients. They’re responsible for understanding recorded financial transactions for charitable giving vehicles, philanthropic industry 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 Financial Services Associate 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:

  • Serve as first point of contact for problem resolution, through interactions with Financials Advisors and Donors via phone and e-mail
  • Ensure client retention, loyalty, and continued opportunities with excellent client service achieved through pro-active client contact, prompt and accurate responses, high energy and enthusiasm
  • Ensure that all inquiries, financial transactions, and data entry are processed in a timely manner
  • Run daily/weekly/monthly reports to discover and act on exception reporting
  • Maintain and update client records
  • Work with clients, legal, and compliance departments to ensure that the philanthropy tool is administered in compliance with trust documents, contracts, laws, and IRS regulations.
  • Promptly and accurately communicate to management and clients about amendments, adjustments, changes or errors
  • Follow procedures, document procedures and address opportunities for continuous improvement to enhance Company effectiveness
  • Exercise initiative in assisting with projects and helping where needed
  • Liaison for inter-department client relationships
Position Requirements

Education & Experience:

  • Experience in financial services or philanthropic industry preferred
  • Bachelor’s degree preferred
  • Attention to detail, strong time management skills, highly organized, ability to work well with others and a desire to learn
  • Client and service focused to achieve timeliness and accuracy
  • Flexibility and agility to shift priorities, cross-train and contribute to individual, team and company priorities
  • Strong business ethics & personal integrity
  • Excellent communication skills, both verbal and nonverbal
  • Microsoft Office Suite experience
Full-Time/Part-Time Full-Time  
Remote Work Eligible Yes  
Req Number CUS-21-00013  
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently not accepting applications.

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