About the role

Responsibilities

Provide responsive, accurate, and professional client service to support client retention and satisfaction
Serve as a first point of contact for routine client inquiries via different communication channels
Process transactions, maintain client records, and ensure regulatory compliance using standard professional guidelines
Execute daily, weekly, and monthly reporting tasks and resolve basic discrepancies
Collaborate with internal teams including Accounting, Cash Ops, and IT
Use approved AI-enabled tools in a controlled manner to enhance efficiency in drafting communications and organizing information
Maintain high levels of organization and adherence to established policies

Requirements

Bachelor’s degree in Business, Finance, Accounting, or related field preferred
1–3 years of professional experience in business, financial services, operations, or client service
Foundational understanding of financial transactions or philanthropic vehicles like DAFs and Trusts
Strong written and verbal communication skills
High attention to detail and strong time management skills
Proficiency with Microsoft Office Suite

Ren is an equal employment opportunity employer.