Donor Services, Specialist DAFgiving360

Salary : USD $56,000 - $72,000 / Year

Your opportunity

DAFgiving360 is an independent public charity created to increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund (DAF) account.

A donor-advised fund account is a simple, flexible, 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 246,000 charities nationwide since inception on behalf of our donors.

At DAFgiving360, 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 conversations. 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.

With our uniquely integrated approach, our simple and tax-smart giving solution, our 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.

While DAFgiving360 operates as an independent charity, it 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.

The Donor Services Team is responsible for providing world class and ongoing donor advised fund account service and support to DAFgiving360 donors and their advisors via our 800-phone line and email channels.

The team also partners with several DAFgiving360 and Charles Schwab business partners to ensure questions from our clients and prospective clients about donor advised funds, and the services that we offer, are answered accurately and efficiently.

This position will report to the Sr. Team Manager of Donor Services and will have extensive exposure to skip level leadership.

As a Donor Services, Specialist you will :

• 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 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 inquiries regarding status updates, and attaining inbound information required for follow-up on due diligence grants
• 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

• Minimum of 2 years of employment experience (background in financial services or the non-profit sector highly desired)
• BA / BS degree or equivalent experience highly preferred
• Demonstrated passion for service and philanthropy
• High level of ownership, emotional intelligence, and critical thinking that enable a "Through the 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
• 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
• Highly adaptive, change-positive personality capable of working effectively within a team environment with the utmost professionalism
• Focus to champion innovation and change by seeking out diverse perspectives to inform continuous improvement opportunities and / or innovative ways to improve processes and procedures
• 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. (Month of December 7 : 00 PM CT)

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future :

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance
1 day ago

Salary : $56,000 - $72,000