Client Account Representative

Ren; Indianapolis (IN); On-site; USD 52,000 - 78,000; Full time

Job summary

Ren is seeking a Client Account Representative who is solution-oriented, organized, and precise to be the main contact for clients based in Indianapolis. You will understand recorded financial transactions for client giving vehicles and administer all aspects of client programs.

The role blends transaction processing with oversight, problem-solving, and ongoing client communication, requiring strong writing, customer service, and collaboration with internal teams to ensure accurate reporting and

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or related field or equivalent 5+ years’ experience.
• 1-2 years’ experience in financial services, philanthropic industry, or trust administration preferred.
• Strong communication and interpersonal skills.
• Excellent writing and customer service skills.
• Exceptional attention to detail, highly organized, with a commitment to high quality and timely service.
• Strong time management with ability to prioritize work in a fast-paced environment.
• Desire to learn and an ability to work well with others in a collaborative team structure.
• Flexibility and agility to shift priorities, cross-train, and contribute to individual, team, and company priorities.
• Strong business ethics and personal integrity.
• Fluent in Microsoft Office Suite.

Responsibilities

• Ensure client retention, loyalty, and continued opportunities by providing excellent client service through proactive client contact, prompt and accurate responses, and high energy and enthusiasm.
• Serve as first point of contact for problem resolution. Communicate regularly through phone calls, emails, and chat.
• Oversee the accurate and organized maintenance of client records, ensuring compliance with all legal and regulatory requirements.
• Run daily, weekly, and monthly reports to discover and act on exception reporting.
• Partner with various internal departments, including accounting, cash operations, and information technology to ensure that all reporting, statements, financial transactions, and data processing are correct and handled in a timely manner.
• Responsible for identifying, documenting, and reviewing processes and procedures to enhance program efficiency and effectiveness.
• Collaborate with internal teams to identify and address systemic issues, striving for continuous improvement, while being an active participant and/or leader in such initiatives
• Providing coverage for teammates as needed.
• Liaison for interdepartmental client relationships.
• Other duties as assigned.

Skills

Strong communication

Customer service

Attention to detail

Time management

Team collaboration

Learning mindset

Education

Bachelor's degree in Business, Finance, Accounting, or related field

5+ years’ equivalent experience

Tools

Microsoft Office Suite

Job description

The Client Account Representative is solution-oriented, organized, and precise, serving as a primary point of contact for our clients. This individual is responsible for understanding recorded financial transactions for client giving vehicles (i.e. DAFs, Trusts, etc.), philanthropic industry rules and regulations, and administering all aspects of managing client programs. A positive attitude enables the Client Account Representative to build strong client relationships and work as a cross-functional internal team member. Understanding client’s needs and programs allows the Client Account Representative to improve on existing processes and procedures. This position is a combination of transaction processing and oversight, problem-solving, and ongoing communication with clients.

Duties & Responsibilities

• Ensure client retention, loyalty, and continued opportunities by providing excellent client service through proactive client contact, prompt and accurate responses, and high energy and enthusiasm.
• Serve as first point of contact for problem resolution. Communicate regularly through phone calls, emails, and chat.
• Oversee the accurate and organized maintenance of client records, ensuring compliance with all legal and regulatory requirements.
• Run daily, weekly, and monthly reports to discover and act on exception reporting.
• Partner with various internal departments, including accounting, cash operations, and information technology to ensure that all reporting, statements, financial transactions, and data processing are correct and handled in a timely manner.
• Responsible for identifying, documenting, and reviewing processes and procedures to enhance program efficiency and effectiveness.
• Collaborate with internal teams to identify and address systemic issues, striving for continuous improvement, while being an active participant and/or leader in such initiatives
• Providing coverage for teammates as needed.
• Liaison for interdepartmental client relationships.
• Other duties as assigned.

Education & Experience

• Bachelor's degree in Business, Finance, Accounting, or related field required or equivalent 5+ years’ experience.
• 1-2 years’ experience in financial services, philanthropic industry, or trust administration highly preferred.
• Strong communication and interpersonal skills.
• Excellent writing and customer service skills.
• Exceptional attention to detail, highly organized, with a commitment to high quality and timely service.
• Strong time management skills with a demonstrated ability to effectively prioritize work in a fast-paced environment.
• A desire to learn and an ability to work well with others in a collaborative team structure.
• Flexibility and agility to shift priorities, cross-train, and contribute to individual, team, and company priorities.
• Strong business ethics and personal integrity. 5
• Fluent in Microsoft Office Suite.

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.