Customer Service Specialist (Conshohocken)

Job Title: Customer Service (Hybrid)Locations: Jenkintown, PA (July training) → Conshohocken, PA (August onward)Schedule: Hybrid (onsite training, then remote flexibility)Assignment Duration: July/August start through mid-JanuaryPay Rate: $20–$22/hourOverview:A mission-driven nonprofit organization is seeking Seasonal Donor Relations Associates to support operations during the peak giving season. This organization focuses on donor-advised funds, allowing individuals to contribute to a charitable account and recommend donations to supported organizations over time.This role is ideal for candidates who thrive in a fast-paced, customer-facing environment and enjoy assisting clients, financial professionals, and donors with account-related inquiries.Key Responsibilities:Serve as the primary point of contact for donor and client inquiries via phone and emailManage a high volume of interactions:~60% Salesforce case management (inquiries, tracking, and follow-up)~40% inbound phone supportAssist donors with:Account login and navigationUnderstanding how to use the online platformCompleting forms and recommending donationsCommunicate with donors, financial advisors, and banking partners across multiple platformsAccurately document all interactions in SalesforceTroubleshoot issues across different systems and processesEscalate complex issues and ensure timely follow-upParticipate in training sessions, kickoff calls, and team meetingsSupport extended hours and increased volume during peak seasonA Day in the Role:Logging into phone systems and handling inbound donor callsManaging Salesforce cases and tracking open inquiriesAssisting donors with account access and platform usageCollaborating internally to resolve questionsDelivering a high-quality, donor-first customer experienceQualifications:1–3 years of customer service experience (required), ideally in:Financial servicesCall centersRetail or client-facing rolesStrong communication skills (clear, confident, and professional)Detail-oriented with strong organizational skillsAbility to problem-solve and navigate multiple systemsComfort interacting with high-net-worth individuals and external partnersAbility to learn new systems quickly (Salesforce experience is a plus)Tech-savvy and able to assist less technical usersPositive, engaging, and professional demeanorSchedule & Hours:Monday–FridayMost common shift: 8:30 AM – 5:00 PMAdditional start times between 8:30 AM – 10:30 AMPeak season (December): extended hours up to 11:30 AM – 8:00 PMOvertime availableTraining & Work Environment:Onsite training in July in Jenkintown, PAOffice relocation to Conshohocken, PA in AugustBusiness casual work environmentNo scripts — emphasis on natural communication and critical thinkingTeam supported by multiple supervisors involved in training and developmentWhat Success Looks Like:Strong, confident communication with donors and partnersAbility to quickly learn and navigate systems like SalesforceDelivering an efficient and positive client experienceStaying organized and detail-oriented during high-volume periodsEqual Opportunity Employer/Veterans/DisabledTo read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate toThe Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:• The California Fair Chance Act• Los Angeles City Fair Chance Ordinance• Los Angeles County Fair Chance Ordinance for Employers• San Francisco Fair Chance Ordinance