Client Account Representative

Duties & Responsibilities

• Ensure client retention, loyalty, and continued opportunities by providing excellent client service through proactive client contact, prompt and accurate responses, and high energy and enthusiasm.
• Serve as first point of contact for problem resolution. Communicate regularly through phone calls, emails, and chat.
• Oversee the accurate and organized maintenance of client records, ensuring compliance with all legal and regulatory requirements.
• Run daily, weekly, and monthly reports to discover and act on exception reporting.
• Parenthetical with various internal departments, including accounting, cash operations, and information technology to ensure that all reporting, statements, financial transactions, and data processing are correct and handled in a timely manner.
• Responsible for identifying, documenting, and reviewing processes and procedures to enhance program efficiency and effectiveness.
• Collaborate with internal teams to identify and address systemic issues, striving for continuous improvement, while being an active participant and/or leader in such initiatives
• Providing coverage for teammates as needed.
• Liaison for interdepartmental client relationships.

Education & Experience

• Bachelor's degree in Business, Finance, Accounting, or related field required or equivalent 5+ years’ experience.
• 1-2 years’ experience in financial services, philanthropic industry, or trust administration highly preferred.
• Strong communication and interpersonal skills.
• Excellent writing and customer service skills.
• Exceptional attention to detail, highly organized, with a commitment to high quality and timely service.
• Strong time management skills with a demonstrated ability to effectively prioritize work in a fast-paced environment.
• A desire to learn and an ability to work well with others in a collaborative team structure.
• Flexibility and agility to shift priorities, cross-train, and contribute to individual, team, and company priorities.
• Strong business ethics and personal integrity.
• Fluent in Microsoft Office Suite.