Monday, July 2, 2012

JOB POSTING: Client Relationship Specialist Vanguard Charitable Endowment Program Malvern, Pennsylvania

Client Relationship Specialist

Vanguard Charitable Endowment Program 
Malvern, Pennsylvania
The Client Relationship Specialist will be responsible for energetically leading and administering premium service and cultivation of assigned accounts while being a resource for positive relationship development for all accounts. A consultative, enthusiastic, personal and professional approach to clients and prospects is expected. Work mix will approximate 10% routine calls/activities, 75% relationship management, 15% cultivation and new prospect onboarding.
New Prospect Cultivation and Onboarding (15%)
  • Cultivates relationships with new Vanguard Charitable (VC) prospects. Identifies client interest and desires and independently provides required situational guidance, or positions and offers VC's Grants Senior Manager, Senior Philanthropic Consultant, and other senior management as needed. Documents all aspects of the discussions and planning and follows up with prospect to ensure satisfactory implementation of the philanthropic plan is delivered.
  • Recommends process and system enhancements focused on developing the relationships of Financial Advisors, prospects, and assigned accounts.
Relationship Management (75%)
  • Independently manage designated account relationships by ensuring they are provided with first-rate service (directly and indirectly). Identify unique service issues by anticipating challenges and drive resolution with internal subject matter experts as well as management
  • Is the primary lead for all internal initiatives focused on assigned accounts, including product and development offers, policy and service changes, and technology offerings.
  • Be a consistent role model for high quality and engaged service through timely response, action, and follow through on questions and issues from assigned accounts. Handle and resolve elevated calls/issues and complaints, and other situations as may be requested. Maintain high level of donor-advised fund, tax, and charitable giving knowledge, while avoiding formal counsel and advice to clients/donors.
  • Identify and cultivate new opportunities from assigned accounts, their professional advisors and other contacts. Responsible for positive engagement with donors, proper follow-through, and satisfactory closure of the opportunity.
Routine Service & Other (10%)
  • Energetically responds to incoming calls from donors and prospects with VC questions and Account Advisors with specific account inquiries as needed.
  • Ensure all contacts, activities and other information gathered on prospects and accounts is entered promptly and completely into the internal recordkeeping system.
  • Assist Program Services management team as an experienced leader and provide guidance across the team on donor and prospect relationship development, transactional activity management, and understanding and applying the Policies and Guidelines and internal business rules to donor relationships, activities and tasks.
  • Prepare and maintain timely statistical and tracking reports on assigned accounts
  • Attend and participate in all relevant meetings and training sessions
  • Participate in special projects and perform other duties as assigned
  • Undergraduate degree or equivalent combination of training and experience
  • 3-5 years of exceptional client-relation skills required
  • Exceptional telephone etiquette and communication skills required
  • Confident and comfortable assisting highly motivated and professionally successful clients; high energy and enthusiasm to make our client's philanthropic goals a reality
  • Strong organizational and time management skills required
  • Strong attention to detail, strong knowledge of Lotus Notes, Microsoft office, and ability to learn and master the use of other office tools and systems
  • Ability to work independently with minimal supervision
  • Flexibility and adaptability to changing work environments
  • Solid knowledge of charitable giving "business"
Application Instructions
Please submit cover letter, resume, and salary requirement Vanguard Charitable is not offering employment based sponsorship for these positions. Additionally, employment is contingent on a successful drug-screening result.

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