Donor Services, Specialist Schwab Charitable

Welcome to Charles Schwab, a leading financial services company dedicated to helping clients achieve their financial goals. We are currently seeking a highly motivated and compassionate Donor Services Specialist for our Schwab Charitable team. In this role, you will have the opportunity to make a positive impact by supporting our donors and their philanthropic efforts. To succeed in this position, you must have exceptional communication skills, a strong attention to detail, and a passion for giving back to the community. If you are looking for a fulfilling career where you can make a difference, we encourage you to apply for this exciting opportunity.

1. Greet and welcome donors to Charles Schwab and Schwab Charitable with a friendly and professional demeanor.
2. Assist donors with inquiries and provide information about our services and philanthropic opportunities.
3. Process donor contributions, including cash, stock, and other assets, accurately and efficiently.
4. Maintain accurate and organized donor records in our database.
5. Collaborate with other team members to ensure timely and accurate processing of donations.
6. Develop and maintain positive relationships with donors, providing exceptional customer service.
7. Keep up-to-date on industry regulations and trends related to charitable giving.
8. Provide support to donors in navigating the online platform for managing their charitable accounts.
9. Identify and resolve any donor concerns or issues in a timely and professional manner.
10. Assist with the planning and execution of donor events and other outreach initiatives.
11. Collaborate with internal teams to improve processes and enhance the donor experience.
12. Maintain confidentiality and handle sensitive donor information with discretion.
13. Meet and exceed performance goals set by management.
14. Continuously seek opportunities to enhance donor satisfaction and retention.
15. Uphold the values and mission of Charles Schwab and Schwab Charitable.

According to JobzMall, the average salary range for a Donor Services, Specialist Schwab Charitable in Westlake, TX, USA is $55,000 to $80,000 per year. This range can vary depending on factors such as experience, education, and skills. Additionally, the specific role and responsibilities of the Donor Services Specialist may also impact their salary. It is important to note that this salary range is an estimate and may not reflect the exact salary for this position at Schwab Charitable in Westlake, TX. It is always best to research the specific company and job posting for the most accurate salary information.

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.