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Senior Client Account Representative - Legal Services 


Our Senior Client Account Representatives, Legal are organized and detail-oriented, serving as a primary point of contact for our clients. They’re responsible for understanding charitable giving vehicles including donor advised funds, 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.

Duties & Responsibilities:

  • 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
  • Address, research and resolve program questions or issues for client and/or donors
  • Ensure that all statements, reports, financial transactions, and data processing are handled in a timely manner
  • Maintain and update client records on our customer relationship management system
  • Promptly and accurately communicate to management and clients about amendments, adjustments, changes, or errors
  • Follow procedures, document procedures and address opportunity for continuous process improvement to enhance company effectiveness
  • Work with clients, staff legal counsel, and CPA’s to ensure that the philanthropy tool is administered in compliance with trust documents, contracts, laws, and IRS regulations.
  • Review documents and provide paralegal support as needed for staff attorneys related to charitable giving vehicle instruments and company contracts.
  • Prepare documents, contracts and materials for board meetings, client appointments, and regulatory filings.
  • Provide coordination and administrative support for board meetings annually
  • Exercise initiative in assisting with projects and helping where needed
  • Liaison for inter-department client relationships
Position Requirements

Education & Experience:

  • Bachelor’s degree in business, finance, accounting, or law required
  • 4 – 6 years’ experience in financial services, client success, non-profit and philanthropic or legal industry required
  • Exemplary attention to detail, highly organized, and a desire to learn
  • Experience coaching and leading others
  • Superior time management skills with a demonstrated ability to effectively prioritize work in a fast-paced environment
  • Client and service focused to achieve timeliness and accuracy
  • Flexibility and agility to learn new information and inter-departmentally cross-train to contribute to individual, team and company priorities
  • Strong business ethics & personal integrity
  • Exceptional communication skills, both verbal and nonverbal
  • Fluent Microsoft Office Suite experience
Full-Time/Part-Time Full-Time  
Remote Work Eligible Yes  
Req Number LEG-21-00002  
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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