Donor Services Specialist

Your opportunityDAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since the organization’s founding in 1999, DAFgiving360 donors have supported nearly 300,000 charities through $50 billion in grantsDAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities.Our OpportunityThe Donor Services Team is responsible for providing world class and ongoing donor advised fund account service and support to DAFgiving360 donors and their advisors via our 800-phone line and email channels. The team also partners with several DAFgiving360 and Charles Schwab business partners to ensure questions from our clients and prospective clients about donor advised funds, and the services we offer, are answered accurately and efficiently. This position will report to the Sr. Team Manager of Donor Services and will have extensive exposure to skip level leadership.What You Are Good AtProvide top quality customer service through immediate, thoughtful, and thorough responses to client inquires via our 800-phone line and email channelsDeepen relationships by providing resourceful, effective problem analysis and resolution for our clients and advisorsPractice active listening, open ended dialogue, and rapport building to gain a thorough understanding of our clients’ needs to enhance their charitable givingProvide accurate, valid, and complete information by using the appropriate online and in-house resources Help clients and advisors navigate our online charitable centerSupport the Grants team with donor inquiries regarding status updates, and attaining inbound information required for follow-up on due diligence grantsProactively educating clients, advisors and internal partners on our products and servicesCollaborate with other DAFgiving360 departments and key business partners to provide efficient and effective service for advisors and donorsSupport and participate in organizational initiatives and projects as a subject matter expert asWhat you haveBA/BS degree or equivalent experience highly preferredDemonstrated passion for service and philanthropyHigh level of ownership, emotional intelligence, and critical thinking that enable a “Through the Clients’ Eyes” mindset when providing client service and problem resolutionAbility to effectively discuss complex regulations, financial services, and operational details with advisors, clients, and charities with confidenceHighly adaptive, change-positive personality capable of working effectively within a team environment with the utmost professionalismFocus to champion innovation and change by seeking out diverse perspectives to inform continuous improvement opportunities and/or innovative ways to improve processes and proceduresFlexibility and willingness to work extended hours/overtime during the year-end peak season (Mid- November to January) Minimum QualificationsWell-developed written and verbal communication skills with the ability to deliver technical informationAbility to work in a fast-paced environment by absorbing and applying complex information quicklyMinimum of 2 years of employment experience (background in financial services or the non-profit sector highly desired)Flexible to work within the Hours of Operation; Monday thru Friday, 8:00 AM - 6:00 PM CT (Month of December (7:00 AM CT-6:00 PM CST)This role requires working in the office four days a week, with the flexibility to choose their work-from-home day. For the first 6 months of employment, the employee will be in office each workday. Following the first 6 months of employment, the employee will have the ability to work remotely once a weekWhat’s in it for youAt Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance