- Act as a subject matter expert on account set up, management and contribution processing.
- Open new accounts and verify that all data and documentation is complete, verified, and accurate.
- Assist with account updates and contribution error processing when they occur.
- Support the Operations department who are accountable for processing gift receipts and all cash, security, and other contributions from donors.
- Communicate with donors and financial advisors, as necessary, to resolve issues, address enquires and provide general support.
- Act as first point of contact for inbound calls and emails from donors, advisors, and charities.
- Oversee case management within Salesforce for inbound enquiries to ensure timely resolution of outstanding issues.
- Provide reports and analysis on call, email, and case management activities.
- Respond to inbound enquires on our single gift Designated Fund service.
- Clearly articulate the Designated Fund proposition to donors, their advisors, and charities.
- Ensure the completeness of data within NPT systems.
- Leadership, organisational, and time management skills.
- Problem solving and analysis skills.
- A competitive salary ranging from £55-60k
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Relationship Manager - City of London, Greater London, United Kingdom - Michael Page (UK)
Description
My client based in Central London is an independent registered charity driven by a mission to make philanthropy more convenient and efficient for donors.
The donors are high / ultra-high net worth individuals with considerable assets dedicated to charitable giving.Liaise and align with the Grants team, Operations team, and Development team.
Provide direction and communication to Development, Operations, and Grants teams so that donor and advisor queries are answered in a timely, efficient, and knowledgeable manner.
An inclusive and supportive work culture
Opportunities for professional development within the not-for-profit sector
Hybrid working (2 office days)
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