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Client Accounts Associate

2 months ago

Jenkintown, Pennsylvania, United States National Philanthropic Trust Full time
About the Role

We are seeking a highly organized and detail-oriented Client Accounts Associate to join our team at National Philanthropic Trust. As a key member of our operations team, you will play a vital role in ensuring the smooth onboarding and management of client accounts.

Key Responsibilities
  • Liaise with external stakeholders to open external investment accounts and ensure appropriate access for daily transactional processing.
  • Process new account openings by reviewing the Segregated Account Investment Information Form (SAIIF) and maintain communications with parties involved in the account openings: financial advisors, their banks, fund managers, and custodians.
  • Facilitate communication and problem resolution with both internal and external stakeholders to ensure smooth new account onboarding.
  • Support the Staff Investment Committee by reviewing and posting donor/FA recommendations for Committee Voting.
  • Daily management of the workflow to ensure internal SLA's are being met.
  • Execute ad-hoc requests based on donor needs and conduct research on donor accounts.
  • Actively participate in projects related to current & future initiatives within the team and the broader Operations Department.
  • Assist other team members, as required, during times of increased processing volumes - typically during year-end but may occur throughout the year.
  • Collaborate with other departments to ensure adherence to company policies and procedures.
  • Ensure the timely resolution of donor, financial advisor, and/or Financial Service Partner inquiries related to Donor-Advised Funds.
Requirements
  • Experience in building and maintaining strong client and stakeholder relationships.
  • Exposure to donor-advised funds or financial services a plus.
  • Very strong organizational and time-management skills.
  • Capable of multi-tasking in a daily, deadline-driven environment, while keeping others well-informed.
  • Excellent verbal, writing, interpersonal, and proofreading skills.
  • Must be detail-oriented, have an inquisitive, investigative mindset, and be willing and able to dig deeper, rather than accept information at face value.
  • Demonstrated ability to take initiative, anticipate needs.
  • Must possess unquestioned personal integrity and reliability; keep commitments, admit mistakes, accept responsibility for all team output and results, maintain confidentiality when necessary and appropriate, and act in the best interest of the organization at all times.
  • Both a team player and capable of independent work.
  • Highly proficient in the suite of Microsoft Office applications, particularly Excel.
Education and Experience
  • Bachelor's degree in Finance, Accounting, Economics, Business, or related field or equivalent experience.
  • Minimum of 2 years of relevant experience, preferably within the financial services/investment services industry.
Physical Requirements
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to move 15 pounds.