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Temporary Client Support Specialist

Onsite

As a Temporary Client Support Specialist, you will focus on proactively resolving our client questions and concerns using computer-based resources to find answers and provide professional and confidential responses. Our clients consist of specific client contacts, individual donors/account holders, financial advisors, assistants to financial advisors, and charities. Questions can range from password resets, status updates on charitable accounts, contributions, and grants to account maintenance and system functionality. Client service support may represent up to 75%+ of daily responsibilities.

Duties & Responsibilities:

  • Provide professional, confidential, and timely communication through:
    • Phone Calls
    • Emails in Salesforce Cases
    • Chat Service through phone and Salesforce
  • Set up new accounts for multiple client types according to each client’s specific requirements.
  • Conduct charity vetting and grant due diligence, following up with charity contacts to ensure eligibility for granting and possibly entering grant data for paper grants.
  • Input data entry on web portal for contributions to charitable accounts accurately and timely.
  • Process grant check voids and reissues accurately and timely.
  • Provide specialized research and support for special projects for strategic level clients.
  • May provide additional phone support for general administration and front desk calls.
  • May assist with mail room operations to include mail processing, mail distribution, scanning and indexing of electronic documents independently.
  • Support other duties for the team as needed. 

Education & Experience: 

  • High school diploma or GED equivalent; 2+ years of experience in customer service.
  • Associates Degree or bachelor’s degree preferred.
  • Relevant experience for this position should demonstrate excellent communication both verbal and written, problem solving skills, and the successful resolution of high level/sensitive customer service issues.
  • Strong attention to detail and organization skills.
  • Data entry and/or administrative experience a plus.
  • Experience in financial or technical businesses, office administration, and customer service preferred. 

Expectations: 

  • Work must be performed in office; Temp position is not eligible for remote work
  • Work schedule is consistent 8-5 M-F each week during employment
  • Any overtime must be approved in advance by Supervisor
  • Due to busy season, strongly prefer that minimal, if any, time off requests are submitted for approval during this busy time. 

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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