Relationship Manager

Job Type

Full-time

Description

The Relationship Manager is responsible for maintaining a positive, high quality, customer-service focused relationship with an assigned group of Gift Administration and Endowment Sub -accounting client accounts administered by the Gift Administration Associates.

Gift Administration & Endowment Sub-accounting Client Inquiries(10%).

• Handle client concerns in a positive manner, providing alternative solutions to meet or exceed client needs.
• Introduce clients to other PG Calc products and services as appropriate.
• Resolve client questions/requests or transfer clients to staff with expertise to assist.
  
  

Manage assigned GA/ESA client accounts and supervise supporting associates (65%).

• Make initial contact with all newly assigned clients and asset managers
• Cooperate with GA associates to ensure all data entries are complete and accurate
• Work with associate to provide clients with periodic calculations and reports (i.e. FASB, state reserve report, endowment monthly/quarterly reports).
• Annually, with associate, obtain CRUT valuations and compute new payment amounts.
• Complete analysis for estimated PIF distributions.
• For clients with tax returns, work with gift admin associate to ensure PIF and CRT tax information is provided to the tax accountant and that K-1s and returns are sent to clients in a timely fashion.
• Research all questions and obtain all missing information for tax accountant.
• Oversee the review of tax returns received from accountant.
  
  

Ensure accuracy of client data 15%

• Review entry of new client information in charity and organization setup modules.
• Review data entry of new gifts, terminations and data changes following standard procedures and adhering to deadlines.
• Review cash trac reports prepared by associate.
• Review and reconcile quarterly PIF & net-income CRT income analysis prepared by GA associate.
• Review assigned client quarterly fees and confirm quarterly invoice preparation accuracy.
  
  

Establish and maintain effective communication 5%

• Communicate clearly and regularly with clients and other gift administration staff.
• Maintain regular contact with other departments to obtain and convey information.
• Keep management informed of area activities and of any significant problems.
• Participate in prospective sales opportunities.
  
  

Assumes responsibility for related duties as required or assigned. 5%

• Participate in testing PG Calc software updates prior to release.
• Ensure that work area is secure.
• Abide by PG Calc data privacy protocol.
• Complete special projects and miscellaneous assignments as required.
  
  

Requirements

• Experienced relationship manager
• Strong communication and financial operations skills
• Background in gift administration, finance, or accounting required
• Exposure to endowments or gift planning preferred
• Four-year college degree and 3 years of related experience or high school diploma and 10 years of relevant experience required
  
  

Job Requirements For Hybrid Work Environment

Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours.

Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs.

Hybrid Work Commitment: Must be able to reliably commute to the office 2 days per week, and meet in-person collaboration requirements as needed.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.

Salary Description

$70-85k