Client Account Representative
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Job Description
Client Account Representative at Ren serving as a primary contact for clients on financial matters. Enhancing processes and ensuring compliance in client record management.
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.
Requirements:
- 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.
- Fluent in Microsoft Office Suite.
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