Job Description

Client Service Representative- Charitable Services

On-Site

Mon-Fri 9am-6pm

Any CSC office (Lewisville, TX/Tallahassee, FL/Wilmington, DE/Springfield, IL/Sacramento, CA)

We are seeking a detail-oriented, organized, and communicative Client Service Representative to own client portfolios within our Charitable Services team. This role will manage client relationships from onboarding onward, ensure timely delivery of services, handle order entry and invoicing, and work across multiple technology platforms. The ideal candidate thrives in a fast-changing environment and can balance competing priorities while maintaining accuracy and high-touch client service.

Key Responsibilities

• Own a portfolio of charitable services clients from onboarding throughout service delivery.
• Coordinate and execute client onboarding activities, including data collection, account setup, and client orientation to platforms and processes.
• Maintain and monitor portfolio due dates, service timelines, and status updates; proactively escalate and remediate delays.
• Manage incoming client communications and respond to or route inquiries in a timely, professional manner.
• Prepare, review, and deliver invoices; track
• Maintain up-to-date client files and records.
• Coordinate with internal teams (operations, legal, SAM) to ensure seamless service delivery.
• Adapt processes and system use as requirements evolve; participate in system testing, rollouts, and process-improvement initiatives.
• Identify opportunities to streamline workflows and suggest improvements to increase accuracy and efficiency.
• Ensure compliance with i policies and regulatory requirements as they relate to client services and charitable transactions.

Core Competencies

• Strong attention to detail and organizational skills.
• Excellent written and verbal communication; ability to clearly explain processes to clients and colleagues.
• Customer-focused mindset with ability to manage expectations and deliver excellent service.
• Ability to juggle multiple priorities, along with multiple systems to meet deadlines, and adapt to changing requirements and technologies.
• Problem-solving orientation and ability to escalate appropriately.
• High level of integrity, confidentiality, and professionalism.