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.
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