TIAA Client Account Manager - Kaspick in Boston, Massachusetts

Description:

COMPANY OVERVIEW:

Since 1989, Kaspick & Company has specialized in providing comprehensive planned gift management services. Our firm is recognized nationally for the quality of its services. Our planned giving clients include many of the preeminent educational, medical, social service, and religious institutions in the nation. Some of our planned giving clients, as well as other nonprofit organizations, also rely on our comprehensive Outsourced CIO services for the investment of their endowment and other institutional assets.

Everyone at Kaspick has a strong desire to help nonprofit organizations achieve their missions. As stewards of our clients’ assets, we act with integrity and strive for excellence in all we do. We foster a culture of mutual respect, collaboration, and learning, within a challenging and rewarding environment that encourages personal initiative and creative problem-solving. We embrace an entrepreneurial spirit and know that our continued success depends on our ongoing commitment to high quality service, innovation, and client satisfaction.

Kaspick became an independent subsidiary of TIAA in 2006, and as part of the organization, we enjoy the benefits of a strong parent combined with the flexibility and freedom of an independent subsidiary.

For more information about Kaspick & Company, visit us at kaspick.com at http://www.kaspick.com/ .

POSITION SUMMARY:

As a Client Account Manager for Kaspick & Company you will be responsible for overseeing and delivering high quality management of gift administration services provided to assigned clients for their Charitable Planned Giving Programs.

KEY RESPONSIBILITIES AND DUTIES:

  • Actively monitor, evaluate, and support client relationships to ensure timeliness, accuracy, and responsiveness in maintaining a very high level of client and donor satisfaction

  • Lead in researching, establishing, and documenting trust administration policies and service standards internally and with clients

  • Responsible for the oversight of the trust administration life cycle processes, including tax-related reporting deliverables for our clients’ Charitable Trusts, Charitable Gift Annuity Pools and Pooled Income Funds

  • Identify, research, and solve individual trust issues. Ensure adherence to the terms of trust documents

  • Understand the client, assess needs, analyze, track and manage open issues and evaluate and develop plans to improve overall client satisfaction

  • Provide support to clients with varying complexity and needs, from large and sophisticated programs to smaller, less skilled clients

  • Identify problems, define alternate solutions, bring together various types of experts to refine solutions, and deliver solutions effectively

  • Mitigate client issues in a proactive and highly effective manner by drawing on the collective skills and expertise of the organization

Qualifications:

QUALIFICATIONS:

Required Experience

  • Five or more years of experience in trust administration and/or wealth management directly managing client relationships

  • Knowledge of charitable trust instruments, fiduciary laws, trust and tax accounting principles, complex asset types, and complex gifts preferred

  • Bachelor's degree preferred

Desired Experience

  • Good communications skills, both written and verbal

  • Strong time management skills and ability to work under pressure in order to meet time-sensitive deadlines

  • Extensive experience in client communications

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law at http://www1.eeoc.gov/employers/upload/eeocselfprint_poster.pdf .

If you need assistance applying due to being visually or hearing impaired, please email Careers Help .

This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).

  • ©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017

C25611

Job: Client Services

Primary Location: MA-Boston

Req ID: 1710373