Ren
Client Account Representative
Indianapolis, Indiana
Sponsorship not specifiedDetected 62 days ago
AccountingCustomer SupportCommunicationProblem SolvingTime ManagementOrganizational SkillsMicrosoft Office
About the role
- The Client Account Representative is solution-oriented, organized, and precise, serving as a primary point of contact for our clients.
- Understanding client's needs and programs allows the Client Account Representative to improve on existing processes and procedures.
- This position is a combination of transaction processing and oversight, problem-solving, and ongoing communication with clients.
Responsibilities
- Partner 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.
- 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
- A positive attitude enables the Client Account Representative to build strong client relationships and work as a cross-functional internal team member.
Nice to have
- 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.
Benefits
- Providing coverage for teammates as needed.
- Education & Experience:
Company info
- This individual is responsible for understanding recorded financial transactions for client giving vehicles (i.e. DAFs, Trusts, etc.), philanthropic industry rules and regulations, and administering all aspects of managing client programs.
Equal opportunity
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
This listing is sourced directly from Ren's careers page and normalized into a canonical job model.