Client Account Representative - Temporary

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.

Requirements

• 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

Qualifications

None specified

Skills

None specified

Benefits

None specified

Pay

Not specified

Schedule

Not specified