Client Information Specialist, Operations

Responsibilities

• Drive open client-information items on dashboards to zero to ensure timely Form 990-PF filing
• Resolve PCA-tagged items including missing donor information, cost basis, and valuations
• Conduct time-sensitive client outreach for statements, K-1s, and other critical data
• Manage US Bank account migration by communicating new details to clients via secure channels
• Use data analytics and dashboards to track resolution of open matters and SLAs
• Document client-information-gathering and resolution processes for project handoff

Requirements

• Strong prioritization and project management skills
• Experience working with service-level agreements (SLAs)
• Excellent oral and written communication skills
• Proficiency in Microsoft Outlook, Excel, and Word
• Working knowledge of Salesforce
• Ability to handle sensitive banking and client information with discretion
• Ability to work self-sufficiently in a remote environment
• Bachelor's degree preferred in business, management, or operations

About the Company

Foundation Source provides philanthropic, administrative, accounting, tax, and compliance services to private foundations.