Job Description:
Hybrid - Mondays, - Thursdays on site. Fridays remote. Westlake, TX Location.

The Donor Operations group is primarily focused on the operational work submitted by our Donors and Advisors, making outbound calls, inbound call coverage and sending Schwab Advisor Center Alerts. Timely and accurate processing of these items is critical for the success of our organization. This position will report to the Team Manager of Donor Services and will have extensive exposure to skip level leadership.

Unleash your expertise: what you are good at
This role participates in Schwab's Workplace Hybrid Program.

Manage all incoming operational volume for DAFgiving360. This would include remediation of cases, contribution queue, professional managed account processing of paperwork, Transfer of Asset follow-up, weekly reports, amongst other tasks.
Reach out to Advisors and/or Donors on not-in-good-order work via the phone or electronic alert requesting corrected paperwork or new paperwork based on various situations.
Provide accurate, valid, and complete information by using the appropriate online and in-house resources.
Actively seek new learning opportunities within your current role to increase scope and production
Practice active listening, open ended dialogue, and rapport building to gain a thorough understanding of our clients' needs to enhance their charitable giving.
Collaborate with other DAFgiving360 departments and key business partners to provide efficient and effective service for advisors and donors.
Support and participate in organizational initiatives and projects as a subject matter expert as needed.

Engage your talents: what you will have.

BA/BS degree or equivalent experience highly preferred
Minimum of 2 years of employment experience (background in financial services or the non-profit sector highly desired)
Demonstrated passion for operations and philanthropy.
Demonstrated ability to prioritize business needs and manage time effectively.
Ability to work in a fast-paced environment by absorbing and applying complex information quickly.
Well-developed time management skills with the ability to organize, manage and prioritize competing priorities.
Ability to multi-task and manage a large quantity of volume at once, while maintaining a high level of accuracy
Prior experience working in a work queue, with phones, service level driven environment. (Preferred)
Highly adaptive, change-positive personality capable of working effectively within a team environment with the utmost professionalism.
An approach to problem-solving using a logical, systematic, sequential approach. Judgement in thinking, and Critical thinking skills
Focus to champion innovation and change by seeking out diverse perspectives to inform continuous improvement opportunities and/or innovative ways to improve.