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Customer Operations Associate

DonateStock

DonateStock

Customer Service, Operations
United States
Posted 6+ months ago

DonateStock is leading the movement to make charitable stock gifting easy for donors, financial advisors, and nonprofits. The Customer Operations Associate is a critical team member responsible for ensuring the smooth processing of stock donations and providing support to donors, financial advisors, and nonprofits. This is a contract position with the potential for full-time employment. The company will provide comprehensive training to the selected candidate.

Key Responsibilities

  • Stock Gift Processing and Support:
    • Oversee the day-to-day administration of stock gifts through DonateStock's platform.
    • Monitor donation flow from donors to financial advisors and ultimately to nonprofit bank accounts.
    • Identify and address exceptions promptly and professionally .
    • Serve as a central point of contact for inquiries related to stock gifts.
    • Provide guidance and support to donors, financial advisors, and nonprofits regarding the donation process.
    • Maintain accurate records and documentation of stock donation transactions.
  • Customer Support:
    • Provide frontline support to nonprofits seeking assistance with account configuration, transactions, payments and all other matters.
    • Answer questions and ensure successful outcomes.
  • Process Improvement and Optimization:
    • Assess and identify opportunities to streamline the workflow of supporting customers and processing donations.
    • Recommend improvements to enhance efficiency, accuracy, and stakeholder satisfaction.
  • Reporting and Communication:
    • Generate regular reports on transaction activity, including key metrics and trends.
    • Escalate complex issues or critical exceptions to the appropriate teams for resolution.
    • Contribute to the development of educational materials and resources for donors, financial advisors, and nonprofits.

Requirements

  • Proven experience in financial services, transaction processing or a related field.
  • Strong attention to detail and ability to manage multiple tasks in a fast-paced environment.
  • Excellent problem-solving and decision-making skills, with a proactive approach to handling exceptions.
  • Exceptional communication and interpersonal skills, with the ability to build strong relationships with stakeholders.
  • Proficiency in using various software tools, including CRM, Chat, transaction processing systems, and MS Office.
  • Understanding of financial instruments, particularly stocks, ETFs and mutual funds.

Location

  • The role is mostly virtual (requiring a dedicated home workspace) but will entail in-person team meetings in Houston and/or Dallas, TX.

Key Attributes

  • Passion for making a positive impact and supporting charitable giving.
  • Customer-centric mindset with a commitment to providing excellent service.
  • Adaptable and resilient, able to thrive in a dynamic and rapidly evolving environment.
  • Team player with a collaborative approach and willingness to go the extra mile.
  • Eager to learn, grow, and contribute to the success of the organization.
  • Seeking an opportunity to make a meaningful difference, not just a job.