Account Relationship Specialist

Company Description
The United Methodist Foundation of Michigan provides a continuum of financial stewardship, asset management, and donor-directed services for Michigan Area United Methodist constituents. The organization focuses on helping faithful people live generous lives by offering guidance and tools for effective charitable giving and long-term financial planning. We partners with churches, individuals, and ministries to support mission-driven initiatives through responsible investment and resource management. Applicants will join a values-based organization that integrates financial expertise with a commitment to service and generosity.

Role Description
The Account Relationship Specialist is a full-time, on-site role located in the Grand Rapids Metropolitan Area. This person will serve as the primary point of contact for incoming client communications and ensure timely, accurate follow-up on inquiries and requests. They will also maintain and manage the Foundation’s constituent relationship database, ensuring the accuracy and integrity of contact records and communication lists.

Qualifications, Abilities, and Skills

Self-motivated, highly organized, and able to work independently.

Strong attention to detail and commitment to maintaining accurate records.

Proficient in the use of office equipment and computer systems necessary to perform assigned duties, including Microsoft 365 Business Premium.

Proficient in the use of constituent relationship management systems. Experience with Salesforce preferred.

Familiarity with QuickBooks and financial recordkeeping processes preferred.

Possess telephone skills necessary to operate office phone systems and demonstrate proper telephone etiquette.

Possess command of the English language and writing skills necessary to create, edit, and maintain professional communications and documentation.

Ability to learn new systems, software applications, and operational processes.

Strong knowledge of the Michigan Conference of The United Methodist Church preferred.

Collaborative staff attitude and commitment to excellent customer service.

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