Client Service Representative- Charitable Services
On-Site
Mon-Fri 9am-6pm
Any CSC office (Lewisville, TX/Tallahassee, FL/Wilmington, DE/Springfield, IL/Sacramento, CA)
We are seeking a detail-oriented, organized, and communicative Client Service Representative to own client portfolios within our Charitable Services team. This role will manage client relationships from onboarding onward, ensure timely delivery of services, handle order entry and invoicing, and work across multiple technology platforms. The ideal candidate thrives in a fast-changing environment and can balance competing priorities while maintaining accuracy and high-touch client service.
Key Responsibilities
- Own a portfolio of charitable services clients from onboarding throughout service delivery.
- Coordinate and execute client onboarding activities, including data collection, account setup, and client orientation to platforms and processes.
- Maintain and monitor portfolio due dates, service timelines, and status updates; proactively escalate and remediate delays.
- Manage incoming client communications and respond to or route inquiries in a timely, professional manner.
- Prepare, review, and deliver invoices; track
- Maintain up-to-date client files and records.
- Coordinate with internal teams (operations, legal, SAM) to ensure seamless service delivery.
- Adapt processes and system use as requirements evolve; participate in system testing, rollouts, and process-improvement initiatives.
- Identify opportunities to streamline workflows and suggest improvements to increase accuracy and efficiency.
- Ensure compliance with i policies and regulatory requirements as they relate to client services and charitable transactions.
Core Competencies
- Strong attention to detail and organizational skills.
- Excellent written and verbal communication; ability to clearly explain processes to clients and colleagues.
- Customer-focused mindset with ability to manage expectations and deliver excellent service.
- Ability to juggle multiple priorities, along with multiple systems to meet deadlines, and adapt to changing requirements and technologies.
- Problem-solving orientation and ability to escalate appropriately.
- High level of integrity, confidentiality, and professionalism.
CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®
Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.
CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.
CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.
We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,
CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.
We encourage candidates to apply directly to our website and not through third-party sources.
Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.
- CSC is a great place to work with smart and dedicated people.
- We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work.
- We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals.
- Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance.
- CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
- As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.
Skills Required
- Manage client portfolios and own client relationships from onboarding through service delivery
- Coordinate and execute client onboarding activities including data collection and account setup
- Prepare, review, and deliver invoices and handle order entry
- Maintain and monitor portfolio due dates, service timelines, and status updates; escalate delays
- Strong attention to detail and organizational skills
- Excellent written and verbal communication skills
- Ability to work across multiple technology platforms, participate in system testing and rollouts
- Ability to coordinate with internal teams (operations, legal, SAM) to ensure service delivery
- High level of integrity, confidentiality, and professionalism
- On-site availability to work Mon-Fri 9am-6pm at a CSC office (Lewisville TX, Tallahassee FL, Wilmington DE, Springfield IL, Sacramento CA)
What the Team is Saying
What We Do
CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world. With more than 8,000 employees, CSC operates in more than 140 jurisdictions, delivering solutions that help businesses thrive. We pride ourselves on our client-focused approach, market-leading expertise, and unmatched global reach.
Why Work With Us
CSC gives its employees the autonomy to innovate and problem solve, to grow and to share their expertise, and to be a part of a group that genuinely cares for each other and their customers. We offer an excellent benefits package along with good work-life balance in a fun and collaborative environment.
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