Services specialist

Job Title: Philanthropic Services Specialist Job Description

As a Philanthropic Services Specialist, you will be responsible for delivering high-quality and efficient services both over the phone and in writing to existing donors and prospects. You will employ a personal and professional approach to attract new prospects and retain existing donors, acting as the voice of the program and donor.

Responsibilities

• Ensure responsiveness by promptly addressing incoming calls and correspondence from donors and prospects.

• Provide accurate information and engage in active listening to deliver high-quality service.

• Maintain non-judgmental and professional communication with all donors and prospects.

• Accurately enter gathered information on account advisors and prospects into the internal recordkeeping system, Gemini.

• Research and resolve donor issues within established timeframes while interacting with internal and external resources.

• Monitor account activity and communicate status updates to donors according to guidelines.

• Understand the necessary levels of approval required by senior staff for specific transactions and communications.

• Maintain and communicate a good level of knowledge regarding donor-advised funds, tax, and charitable giving.

• Address questions from prospective donors, determine their needs, position benefits accordingly, and handle objections.

• Make informed decisions on when to involve senior staff in elevated situations.

• Recommend improvements to enhance workflow and create greater efficiencies.

• Manage follow-up activities with donors and prospects consistent with stated criteria.

• Support extended phone coverage hours as needed.

• Contribute to business-planning initiatives and participate in all relevant meetings and training sessions.

• Participate in special projects and perform other duties as assigned.

Essential Skills

• Bachelor's degree in business, economics, or finance obtained in 2023 or later.

• Experience in customer-facing settings such as hospitality, banking, collections, financial planning, loan processing, or B2B.

• Proficiency in accounting and client service.

• Strong customer support skills.

• Proficiency in Excel.

Additional Skills & Qualifications

• Previous internship experience is a plus.

• Experience in business planning is desirable.

Work Environment

The team consists of 15 members and operates onsite two days a week (Tuesday and Wednesday) with a 37.5-hour workweek. There is a blackout period for PTO from October 15 to January 15, although the organization does not operate on Thanksgiving, Christmas, and New Year's Day. During November and December, increased business hours and overtime are required. Candidates must provide holiday and vacation requests prior to interviewing, which could impact selection. The role offers a hybrid work environment at 45 Liberty Boulevard, Malvern, PA.

Job Type & Location

This is a Contract position based out of Malvern, Pennsylvania.

Pay and Benefits

The pay range for this position is $18.00 - $21.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Malvern,PA.

Application Deadline

This position is anticipated to close on Sep 24, 2025.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] (%[email protected]) for other accommodation options.