Easy Apply Now

A bit about us:

Headquartered and operated in Indianapolis, IN, we are the largest independent philanthropic solutions provider in North America. With more than 30 years of industry knowledge, we partner with financial services firms, elite nonprofit organizations and leading community foundations to provide online access for donors, professional advisors and staff, to manage their planned gifts, including donor-advised funds. We support $16Billion of assets including charitable trusts, donor-advised funds, pooled income funds, endowments and private foundations.

We're growing and looking for a Client Account Representative to join the team!

Why join us?

  • Flexible/remote work environment
  • Competitive base salary and overall compensation package
  • Full benefits: Medical, Dental, Vision
  • Working with a growing company in FinTech space

Job Details

Responsibilities
  • Serve as the primary contact for client inquiries via phone and email.
  • Process financial transactions accurately while maintaining client records.
  • Support administration of client accounts including donor advised funds, trusts, and related giving vehicles.
  • Prepare daily, weekly, and monthly operational reports.
  • Investigate and resolve routine discrepancies.
  • Partner with Accounting, Cash Operations, and IT to ensure timely client deliverables.
  • Maintain documentation and follow established operational procedures.
  • Utilize approved AI tools to improve efficiency while maintaining accuracy and compliance.
  • Deliver exceptional client service with strong attention to detail.
  • Assist with team coverage and additional operational projects as needed.

Qualifications
  • Bachelor's degree in Business, Finance, Accounting or related field preferred.
  • 1-3 years of experience in - Financial Services, Banking, Wealth Management, Client Services, Operations, Financial Administration
  • Experience processing financial transactions preferred.
  • Strong organizational and analytical skills.
  • Excellent written and verbal communication.
  • Advanced attention to detail.
  • Proficient with Microsoft Office.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Easy Apply Now