Client Account Representative

Responsibilities

• Provide excellent client service through proactive contact and prompt responses to ensure retention and loyalty
• Serve as the primary point of contact for problem resolution via phone, email, and chat
• Oversee accurate maintenance of client records in compliance with legal and regulatory requirements
• Run daily, weekly, and monthly reports to identify and act on exceptions
• Partner with accounting, cash operations, and IT departments to ensure accurate financial transactions and data processing
• Identify, document, and review processes to enhance program efficiency
• Collaborate with internal teams to address systemic issues and drive continuous improvement

Requirements

• Bachelor's degree in Business, Finance, Accounting, or a related field, or 5+ years of equivalent experience
• 1-2 years of experience in financial services, philanthropic industry, or trust administration preferred
• Strong communication, interpersonal, and writing skills
• Exceptional attention to detail and organizational skills
• Ability to prioritize work effectively in a fast-paced environment
• Proficiency in Microsoft Office Suite
• Strong business ethics and personal integrity