Donor Relations Specialist

Your OpportunitySchwab Charitable is an independent public charity created to help increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund account. A donor-advised fund account is a simple, efficient, tax-smart investment account designed specifically for charitable purposes that offers clients and advisors a simple and streamlined way to contribute, invest and grant effectively. We are a leading national donor-advised fund provider—having granted out to over 123,000 charities since inception on behalf of our donors.At Schwab Charitable, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients’ financial planning and wealth management strategies. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors. Through our uniquely integrated approach, access to online resources and our team of charitable specialists, we offer the tools, guidance and relationships to help donors give more to the charities that matter most to them.Schwab Charitable operates as an independent charity, but is closely affiliated with and enjoys the support of Charles Schwab & Co, including contractual agreements to provide a variety of services. This position will be an employee of Charles Schwab & Co. and will be subject to its human resources and risk policies and procedures, but will report to and be accountable to Schwab Charitable for day-to-day activities.What you’re good at

Provide top quality customer service through immediate, thoughtful, and thorough responses to client inquires via our 800 phone line and email channels

Deepen relationships by providing resourceful, effective problem analysis and resolution for our clients and advisors

Practice active listening, open ended dialogue, and rapport building to gain a thorough understanding of our clients’ needs in an effort to enhance their charitable giving

Provide accurate, valid, and complete information by using the appropriate online and in-house resources

Help clients and advisors navigate our online charitable center

Support the Grants team with donor status updates, due diligence follow-up, as well as Grant processing when needed

Proactively educating clients, advisors and internal partners on our products and services

Collaborate with other Schwab Charitable departments and key business partners to provide efficient and effective service for advisors and donors

Support and participate in organizational initiatives and projects as a subject matter expert as needed

What you have

BA/BS degree or equivalent experience highly preferred

Minimum of 2 years of employment experience (background in financial services or the non-profit sector highly desired)

Demonstrated passion for service and philanthropy

High level of ownership, emotional intelligence, and critical thinking that enable a Through Clients’ Eyes mindset when providing client service and problem resolution

Ability to work in a fast-paced environment by absorbing and applying complex information quickly

Well-developed time management skills with the ability to organize, manage and juggle competing priorities

Attention to detail with an emphasis on accuracy

Ability to effectively discuss complex regulations, financial services, and operational details with advisors, clients and charities with confidence

Well-developed written and verbal communication skills with the ability to deliver technical information in lay terms

Highly adaptive, change-positive personality capable of working effectively within a team environment with the utmost professionalism

An approach to problem-solving using a logical, systematic, sequential approach

Focus to champion innovation and change by seeking out diverse perspectives to inform continuous improvement opportunities and/or innovative ways to improve

Flexibility and willingness to work extended hours/overtime during the year-end peak season (mid- November to February)

Flexible to work within the Hours of Operation; Monday thru Friday, 8:00 AM - 6:00 PM CT.

Apply for this jobRefer a friendWhy Schwab?At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.Hear from employees:: a package designed to empower your health, wealth, career and life.Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.Job Locations US-TX-WestlakeRequisition ID 2020-63761Posted Date 4 hours ago (6/11/2020 5:00 PM)Category OperationsPosition Type Full time