Remote Stock Gift Operations Associate

GivingIQ Inc.; Houston (TX); Hybrid; USD 50.000 - 70.000; Vollzeit

Benefits dieser Stelle

Training provided

Zusammenfassung

GivingIQ Inc. is seeking a Customer Operations Associate to manage stock gift processing, support donors, financial advisors, and nonprofits, and drive process improvements. The role involves virtual work with occasional in-person team meetings in Houston and Dallas, TX, and training will be provided.

The position targets efficient transaction handling, accurate record-keeping, and proactive issue resolution within a collaborative team environment.

Qualifikationen

• Proven experience in financial services, transaction processing or a related field.
• Strong attention to detail and ability to manage multiple tasks in a fast-paced environment.
• Excellent problem-solving and decision-making skills, with a proactive approach to handling exceptions.
• Exceptional communication and interpersonal skills, with the ability to build strong relationships with stakeholders.
• Proficiency in using various software tools, including CRM, Chat, transaction processing systems, and MS Office.
• Understanding of financial instruments, particularly stocks, ETFs and mutual funds.

Aufgaben

• Oversee the day-to-day administration of stock gifts through DonateStock's platform.
• Monitor donation flow from donors to financial advisors and ultimately to nonprofit bank accounts.
• Identify and address exceptions promptly and professionally.
• Serve as a central point of contact for inquiries related to stock gifts.
• Provide guidance and support to donors, financial advisors, and nonprofits regarding the donation process.
• Maintain accurate records and documentation of stock donation transactions.
• Provide frontline support to nonprofits seeking assistance with account configuration, transactions, payments and all other matters.
• Answer questions and ensure successful outcomes.
• Assess and identify opportunities to streamline the workflow of supporting customers and processing donations.
• Recommend improvements to enhance efficiency, accuracy, and stakeholder satisfaction.
• Generate regular reports on transaction activity, including key metrics and trends.
• Escalate complex issues or critical exceptions to the appropriate teams for resolution.
• Contribute to the development of educational materials and resources for donors, financial advisors, and nonprofits.

Kenntnisse

Attention to detail

Communication skills

CRM software

MS Office

Stock/ETF knowledge

Problem-solving

Team collaboration

Tools

CRM

Chat

Transaction processing systems

MS Office

Jobbeschreibung

GivingIQ Inc. is seeking a Customer Operations Associate to manage stock gift processing, support donors, financial advisors, and nonprofits, and drive process improvements. The role involves virtual work with occasional in-person team meetings in Houston and Dallas, TX, and training will be provided.

The position targets efficient transaction handling, accurate record-keeping, and proactive issue resolution within a collaborative team environment.