Client Relationship Representative - Hybrid

Randstad is actively seeking a Philanthropic Services Specialist for their financial client. This role serves as a dedicated relationship manager for Vanguard Charitable’s Premier donor segment, supporting accounts with philanthropic assets of $1M or greater. This role focuses on building trust‑based relationships with donors and their advisors, gaining deep insight into philanthropic intentions, and providing high‑touch, consultative service to drive retention, growth, and positive outcomes for donors and nonprofit grantee recipients. The position partners closely with internal teams to support complex granting and contribution needs while delivering an exceptional client experience.

Responsibilities:

• Serve as the primary account representative for assigned Premier donor accounts with philanthropic assets of $1M or greater by managing end‑to‑end client relationships and acting as a trusted point of contact. (20%)
• Develop and maintain trust‑based relationships with donors, account advisors, and interested parties through proactive, personalized communication and engagement. (15%)
• Provide high‑touch, consultative service by responding to inquiries, resolving issues, and delivering thoughtful, resourceful problem‑solving that exceeds donor expectations. (15%)
• Proactively communicate with assigned client base to understand and support donors’ philanthropic intent, granting priorities, and contribution strategies. (10%)
• Develop and execute client retention and growth strategies to support strategic philanthropy, identify opportunities for deeper engagement, and mitigate client‑related risk. (15%)
• Support management in identifying and implementing efficient, data‑driven approaches to serving accounts and scaling philanthropic services across the Premier segment. (10%)
• Draft and maintain email templates, talking points, and communication materials to support consistent, effective messaging across the Philanthropic Services team. (5%)
• Support complex granting and contribution requests in collaboration with internal business partners; meet virtually or in person with donors, advisors, or interested parties as needed. (5%)

Skills:

• Client Service
• Follow-up
• Active Listening
• Telephone Etiquette
• Basic Computer Skills
• Sales
• Adapting to Change
• Customer Service

Qualifications:

• Years of experience: 2 years
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.

Any consideration of a background check would be an individualized assessment based on the applicant or employee's specific record and the duties and requirements of the specific job.