What are the responsibilities and job description for the Associate II, Donor Support position at AMERICAN ENDOWMENT FOUNDATION?
Job Details
Description
Position Title Associate II, Donor Support
Reports to Associate Director, Donor Support
Classification Non-Exempt
ABOUT AEF
Make an impact from day one. A career at American Endowment Foundation (AEF) is more than just a job—it’s a chance to make a real difference and be part of something bigger. At AEF, we understand the difference between a workplace and a place where you can truly thrive. We offer a flexible, dynamic environment where your contributions matter, and our people-driven culture fosters inclusivity and collaboration at every level. If you’re ready to be part of an organization that champions innovation, integrity, and impact, we want to hear from you.
Headquartered in Hudson, Ohio, a suburb of Cleveland, AEF is one of the nation’s largest independent donor-advised fund (DAF) sponsors. Not familiar with a DAF? It’s the fastest-growing charitable giving option in the country, enabling individuals to support the causes that matter most to them. AEF is the trusted sponsor that makes it all happen. We proudly serve over 14,000 charitable individuals, nearly 6,000 financial advisors, and 2,500 partnering firms across the financial services industry.
Every day, we go above and beyond to deliver a best-in-class client experience, exceed expectations, and drive positive change. When you join AEF, you’re joining a team committed to making a lasting impact and helping others do the same. Ready to make your mark and be part of something extraordinary? It starts here.
POSITION SUMMARY
The Associate II, Donor Support is a member of the Donor support team responsible for creating a positive experience for donors and financial advisors in their interactions with American Endowment Foundation (AEF), consistent with AEF’s goals and guiding principles. This individual will provide focused, consistent service to donors and financial advisors to enhance their philanthropic experience. This includes response to incoming calls to answer questions and resolve issues, onboarding new donors with an overview of AEF’s donor advised fund program requirements and a walk through of AEF’s online portal, and monitoring program requirements to help donors use their donor advised fund effectively. The individual will be required to demonstrate the ability to communicate clearly in both written and oral communications, work collaboratively within the organization, share best practices and aid in the continuous improvement of the services provided by AEF. The Associate II, Donor Support will be familiar in all donor fund related issues, comprehension of procedures, processes, and systems as they work with donors and financial advisors to provide exceptional service.
ESSENTIAL RESPONSIBILITIES
- Maintain relationships with donors throughout the life of their donor advised fund and investment account by providing responsive service, answer incoming calls, educates donors on AEF business model, and assist donors and financial professionals with administration of their fund such as change in advisors, successor, death/divorce, gifting and granting.
- Prepare solutions to questions and issues raised by donors related to the use of their fund and/or investment account and provides a timely and accurate response. This includes responding to CRM cases from internal teams.
- Supports internal operations team and development team in managing program requirements with reach out to donors as needed.
- Records all activity in CRM in accordance with established processes.
- Backup to the Associate, Administrative Support experience team as needed.
- Participates in the development and production of strategic solutions to meet the needs of donors and financial advisors.
- Takes on projects and other work as directed by Associate Director, Donor Support.
- Carries out responsibilities with an understanding of the culture and value of AEF.
Qualifications
SKILLS AND QUALIFICATIONS
- Bachelor’s degree preferred
- 3 or more years of experience required
- Call center and/or customer service experience preferred
- Salesforce or equivalent CRM experience preferred
- Superior interpersonal, organizational and client service skills
- Intermediate MS Office knowledge and experience
- Possess a high level of professionalism and interpersonal skills to handle sensitive and confidential situations, including ones that require immediate attention
- Comfortable and confident speaking with donors, financial advisors, and all other external constituents
