Client Account Representative

Position Description:

The Client Account Representative (CAR) serves as a primary point of contact for clients, supporting the administration of client giving vehicles (e.g., DAFs, Trusts) and ensuring accurate processing, compliance, and reporting. This role contributes to client retention and operational consistency by delivering reliable, accurate service and maintaining high-quality client interactions both internally and externally. The use of minimal, controlled AI tools supports improved efficiency and responsiveness while preserving strong judgment, data integrity, and a client-centric experience.

This position is a temporary assignment, designed to support business needs while providing an opportunity to build foundational knowledge, skills, and experience within Client Services & Operations.

Duties & Responsibilities:

• Provide responsive, accurate, and professional client service to support client retention and satisfaction, following defined procedures and service standards.
• Serve as a first point of contact for routine client inquiries via different channels of communication and issue resolution, escalating more complex issues as needed.
• Apply standard professional concepts and guidelines to process transactions, maintain client records, and ensure regulatory compliance.
• Execute daily, weekly, and monthly reporting tasks, identifying basic variances and following established processes to resolve discrepancies.
• Collaborate with internal teams (Accounting, Cash Ops, IT) to ensure timely and accurate delivery of client outputs, building stable working relationships across teams.
• Follow structured workflows to support documentation, procedures, and consistent service delivery, contributing to incremental process improvements.
• Use approved AI-enabled tools in a limited and controlled manner to enhance efficiency (e.g., drafting communications, summarizing data, or organizing information), while ensuring accuracy, compliance, and human oversight.
• Maintain a high level of organization, attention to detail, and adherence to established policies and procedures.
• Provide coverage for team members and support broader team objectives as needed.

Education & Experience:

• Bachelor’s degree in Business, Finance, Accounting, or related field preferred; equivalent combination of education and relevant experience will be considered
• 1–3 years of professional experience in a business, financial services, operations, or client service environment, with exposure to transaction processing or client support preferred
• Foundational understanding (or demonstrated ability to learn) financial transactions, client account structures, or philanthropic vehicles (e.g., DAFs, Trusts)
• Demonstrated ability to learn and apply company policies, procedures, and professional concepts in a structured environment
• Strong written and verbal communication skills, with the ability to convey clear, accurate, and professional information to clients and internal partners
• High attention to detail, organization, and time management skills, with the ability to follow established processes and meet deadlines
• Ability to work within defined procedures while developing problem-solving skills for routine issues of limited scope
• Comfort using Microsoft Office Suite and willingness to learn internal systems and tools