Client Account Representative - Temporary

Job Title: | Client Account Representative (Temp)

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Department: | Client Services & Operations

Position Description:

_The Client Account Representative (CAR) serves as a primary point of contact for clients, supporting the administration of client giving vehicles (e.g., DAFs, Trusts) and ensuring accurate processing, compliance, and reporting. This role contributes to client retention and operational consistency by delivering reliable, accurate service and maintaining high-quality client interactions both internally and externally. The use of_ _minimal, controlled AI tools supports improved efficiency and responsiveness while preserving strong judgment, data integrity, and a client-centric experience._

_This position is a_ _temporary assignment, designed to support business needs while providing an opportunity to build foundational knowledge, skills, and experience within Client Services & Operations._

Duties & Responsibilities:

• _Provide responsive, accurate, and professional client service to support client retention and satisfaction, following defined procedures and service standards._
• _Serve as a first point of contact for routine client inquiries via different channels of communication and issue resolution, escalating more complex issues as needed._
• _Apply standard professional concepts and guidelines to process transactions, maintain client records, and ensure regulatory compliance._
• _Execute daily, weekly, and monthly reporting tasks, identifying basic variances and following established processes to resolve discrepancies._
• _Collaborate with internal teams (Accounting, Cash Ops, IT) to ensure timely and accurate delivery of client outputs, building stable working relationships across teams._
• _Follow structured workflows to support documentation, procedures, and consistent service delivery, contributing to incremental process improvements._
• _Use approved AI-enabled tools in a limited and controlled manner to enhance efficiency (e.g., drafting communications, summarizing data, or organizing information), while ensuring accuracy, compliance, and human oversight._
• _Maintain a high level of organization, attention to detail, and adherence to established policies and procedures._
• _Provide coverage for team members and support broader team objectives as needed._

Education & Experience:

• _Bachelor’s degree in Business, Finance, Accounting, or related field preferred; equivalent combination of education and relevant experience will be considered_
• _1–3 years of professional experience in a business, financial services, operations, or client service environment, with exposure to transaction processing or client support preferred_
• _Foundational understanding (or demonstrated ability to learn) financial transactions, client account structures, or philanthropic vehicles (e.g., DAFs, Trusts)_
• _Demonstrated ability to learn and apply company policies, procedures, and professional concepts in a structured environment_
• _Strong written and verbal communication skills, with the ability to convey clear, accurate, and professional information to clients and internal partners_
• _High attention to detail, organization, and time management skills, with the ability to follow established processes and meet deadlines_
• _Ability to work within defined procedures while developing problem-solving skills for routine issues of limited scope_
• _Comfort using Microsoft Office Suite and willingness to learn internal systems and tools_

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_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_ _._