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Client Account Representative

renpsgRemote
Remote Full-time

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Experience Level

Entry Level

Qualifications

Education & Experience:Bachelor's degree in Business, Finance, Accounting, or a related field is required, or equivalent experience of 5+ years.1-2 years of experience in financial services, the philanthropic sector, or trust administration is highly preferred. Excellent communication and interpersonal skills are essential. Strong writing and customer service capabilities. Exceptional attention to detail and organizational skills.

About the job

The Client Account Representative at renpsg works remotely as a central point of contact for clients using giving vehicles such as Donor-Advised Funds (DAFs) and Trusts. Success in this role depends on careful attention to detail, strong organizational habits, and the ability to navigate complex financial transactions and philanthropic regulations. Building lasting client relationships and collaborating with colleagues across departments are key aspects of this position. A solid understanding of client needs and existing programs supports ongoing improvements in operational processes.

Main responsibilities

  • Maintain client retention and loyalty through proactive communication, prompt responses, and attentive service.
  • Serve as the primary contact for clients, resolving issues and maintaining regular communication by phone, email, and chat.
  • Keep accurate client records to meet legal and regulatory requirements.
  • Prepare and review daily, weekly, and monthly reports to identify and address exceptions.
  • Collaborate with internal teams, including accounting and IT, to ensure accurate and timely financial transactions and reporting.
  • Document and recommend process improvements to enhance program efficiency and effectiveness.
  • Work with colleagues to resolve systemic issues and contribute to continuous improvement initiatives.
  • Support and provide coverage for team members as needed.
  • Act as a liaison for interdepartmental client relationships.
  • Perform other duties as assigned.

About renpsg

renpsg is a forward-thinking organization dedicated to enhancing the philanthropic landscape. We pride ourselves on our client-centric approach, ensuring that our clients receive the highest level of service and support in managing their philanthropic initiatives.

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