Job Summary

Financial Customer Support job in Denver, CO

  • Location:
    Lone Tree , Colorado
  • Category:
    Customer Service (non-IT)
  • Contract Type:
    Contract/Temp to Hire
  • Job reference:

An enterprise financial investment firm is looking for experienced Customer Support Representatives with experience being in the Financial Industry and/or a Donor/Grant Specialist!
Job Overview:
Location: Lonetree, CO (South Denver)
Duration: 12 months+
Hours: 8-5, M-F (some flexibility needed)
Pay: TBD
Job Description:

  • Provide immediate, articulate, and thorough responses to donor inquiries.
  • Provide resourceful, effective problem analysis and resolution to donors.
  • Serve as dedicated relationship liaison to specific high net worth donors and advisors.
  • Provide high-touch service to all Independent Investment Advisors.
  • Intelligently inform potential donors and their representatives of the programs
  • Identify, develop, manage, and close leads and opportunities using a contact management system.
  • Interface with charities and facilitate the grant making process.
  • Provide donors with the potential financial and tax implications of their donations when appropriate.
  • Qualify and facilitate complex non-cash donations.
  • Support and participate in organizational initiatives and projects as needed.
  • Support the Donor/Grants team with donor status updates, due diligence follow-up, as well as Grant processing when needed.

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