Associate Client Data & Grants Specialist

CU Strategic Planning; United States; Vor Ort; USD 40.000 - 55.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

Zusammenfassung

A credit union consulting firm in the United States seeks a Client Relations Coordinator to manage client data, support grant applications, and ensure data integrity. You will interact with clients and ensure accurate data handling while collaborating on team projects. Ideal candidates should have strong organizational skills, a degree or equivalent experience, and be proficient in Microsoft Office and CRM systems. A comprehensive benefits package is included.

Qualifikationen

• Understanding of key financial concepts relevant to credit unions.
• Comfortable managing multiple data streams.
• Can maintain strict confidentiality of sensitive client information.

Aufgaben

• Collect and manage client data for consulting projects.
• Serve as a post-sales contact for clients.
• Perform quality reviews of client-submitted data.
• Compile data for CDFI grant applications.
• Edit and audit grant applications for accuracy.

Kenntnisse

Highly organized

Detail-oriented

Proactive

Clear communication

Solution-oriented

Professionalism

Ausbildung

Bachelor’s or associate degree, or equivalent experience

Tools

Microsoft Office

Salesforce

Jobbeschreibung

A credit union consulting firm in the United States seeks a Client Relations Coordinator to manage client data, support grant applications, and ensure data integrity. You will interact with clients and ensure accurate data handling while collaborating on team projects. Ideal candidates should have strong organizational skills, a degree or equivalent experience, and be proficient in Microsoft Office and CRM systems. A comprehensive benefits package is included.