Philanthropic Services Associate

***This is a Hybrid role in Malvern, PA***

Summary

The Philanthropic Services Associate provides excellent customer service to donors, professional advisors, and prospects via phone and written communication. This role emphasizes accuracy, efficiency, and high-quality service at scale.  

Duties and Responsibilities

• Efficiently manage a high volume of donor interactions daily, ensuring timely and accurate responses to meet service level agreements.
• Utilize automated systems to document, track, research, and resolve donor issues, reducing resolution times and increasing client satisfaction.
• Engage in active listening and demonstrate empathy in a professional manner. 
• Monitor account activity and communicate status updates to donors. 
• Assess unique client requests, propose appropriate and approved solutions, and escalate to senior members of the team as needed.  

• Ensure compliance with internal and external guidelines, business policies, and procedures.

• Maintain a strong knowledge of internal departments and their respective resources and responsibilities.
• Cultivate an environment of teamwork.
• Attend and participate in all relevant meetings and training sessions. 
• Participate in special projects and perform other duties as assigned. 
• Serve as a client services ambassador for Vanguard Charitable. 
• Represent the Vanguard Charitable brand professionally and embody integrity in all interactions. 

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Minimum 2 years’ experience in a related field such as a community foundation, donor advised fund or other non-profit organization.
• Proven ability to leverage positive client interactions to deliver exceptional experiences. 
• Ability to interact professionally with high-net-worth individuals as well as internal resources.
• Strong attention to detail. Strong organizational and time management skills.
• Exceptional telephone etiquette and communication (oral and written) skills.
• Ability to work independently with minimal supervision.
• Flexibility and adaptability to changing work environments.
• Financial market and/or charitable giving experience a plus.

Vanguard Charitable is not offering employment-based sponsorship for this position.