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Client Support Specialist

Onsite

As a Client Support Specialist, you are organized and detailed-oriented, serving as a key point of contact for internal clients as well as individuals, organizations and/or Financial Advisors seeking information and assistance. You will be responsible for understanding recorded financial transactions for charitable giving vehicles, philanthropic industry rules and regulations, and performing research to follow up verbally and in writing with clients. The Client Support Specialist is expected to provide exceptional customer service, combined with a passion for charitable causes, which will be instrumental in helping our clients make a positive impact on the community.

 

Duties & Responsibilities:

  • Provide exceptional customer service to internal clients, individuals, donors, and charitable organizations via phone, email, and chat.
  • Listen actively to clients' inquiries, concerns, and requests, offering empathetic and effective support.
  • Offer clear and accurate information on various charitable programs, donation options, and eligibility criteria.
  • Assist clients in making informed decisions about their charitable contributions and philanthropic goals.
  • Identify and address client issues and concerns promptly and professionally.
  • Collaborate with internal teams to resolve complex issues and ensure client satisfaction.
  • Maintain accurate records of client interactions and transactions.
  • Process donation requests, grant applications, and related paperwork efficiently and accurately.
  • Support charitable organizations in enrolling for electronic grant payments.
  • Assist the grant processing team with complex reviews and approvals of charitable organization eligibility.
  • Provide administrative support to other teams involved in client services, grant processing, and managed services deliverables.
  • Ensure all charitable activities comply with legal and regulatory requirements.
  • Educate clients on tax implications and provide necessary documentation for their records.
  • Perform other duties as assigned.

 

 

Education & Experience:

  • High school diploma or GED required.
  • 0–2 years of experience in a related field or customer service preferred.
  • Familiarity with charitable giving, philanthropic principles, and nonprofit organizations.
  • Strong attention to detail, organizational skills, and a willingness to learn.
  • Effective time management and ability to prioritize tasks in a fast-paced environment.
  • Client-focused mindset with a commitment to accuracy and timeliness.
  • Flexibility to learn new information and cross-train across departments to support team and company goals.
  • Excellent communication and interpersonal skills with a dedication to client satisfaction.
  • Ability to review documents and quickly identify key information.
  • Experience in using specialized software applications and managing digital workflows.
  • Proficiency in working with multiple screens and managing digital tasks.
  • Ability to organize and manage multiple sets of physical documents.
  • Skilled in transitioning between physical and digital documents with accuracy throughout the day.

Ren is an equal employment opportunity employer. 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.

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