Client Support Specialist

Position Description:

As a Client Support Specialist, you are organized and detailed-oriented, serving as a key point of contact for 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 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.
• Conduct outreach to donors and clients to provide updates on charitable initiatives and opportunities for involvement.
• Assist in organizing and promoting charitable events, campaigns, and fundraising efforts.
• Ensure that all charitable activities adhere to legal and regulatory requirements.
• Assist clients in understanding tax implications and provide necessary documentation for their records.
• Other duties as assigned.

Education & Experience:

• High school diploma or GED equivalent required.
• 0-2 years of work experience in related field or customer service experience preferred.
• In-depth knowledge of charitable giving, philanthropic principles, and nonprofit organizations.
• Attention to detail, highly organized, ability to work well with others and a desire to learn.
• Strong time management skills with a demonstrated ability to effectively prioritize work in a fast-paced environment.
• Client and service focused to achieve timeliness and accuracy.
• Flexibility and agility to learn new information and inter-departmentally cross train to contribute to individual, team, and company priorities.
• Exceptional communication and interpersonal skills with a strong commitment to client satisfaction.