Kaspick & Company specializes in the management and administration of planned gifts and investment of endowments for non-profit institutions.  Since our founding in 1989, we have worked in partnership with our clients to set a new standard of excellence in planned giving. Today Kaspick & Company manages more than $3.6 billion, including one of the largest portfolios of planned gifts in the country. Our clients include many of the pre-eminent educational, medical, and religious organizations in the nation.

The Director of Client Account Management is a key leadership role in providing high touch client support, a hallmark of the company's reputation in the market.  This role is fully accountable for the service quality of end-to-end administrative services that consistently meet client expectations and provide high value add to clients with sophisticated planned giving programs.  Reporting to the Director of Gift Administration, this position directs client service teams, comprised of Client Account Managers and Trust Administrators, actively engaged in the delivery of high quality planned giving administrative services to clients.  The Director is responsible for establishing standards for service levels and seeks to continuously evaluate and improve client service satisfaction.

 

The Director also serves in a lead advisory role in providing expertise and solutions to clients with complex administrative and gift issues.  The Director ensures that client teams serve as the voice of the client in researching and understanding unique business needs and technical trust issues that may demand innovative solutions. With overarching accountability for client delivery and support, the Director provides senior guidance and direction to client teams as they apply their deep expertise to solving wide ranging administrative issues.

 

The Director is responsible for mentoring and motivating staff with specialized knowledge of fiduciary law, tax law, trust accounting, regulatory requirements and compliance.  The Director establishes performance goals, staff development plans, and monitors results.  The Director recruits and selects staff, and provides ongoing performance feedback, coaching and counseling to motivate staff to achieve performance standards.    

 

 

·         Management and oversight of client teams accountable for the life-cycle processing of clients' charitable gifts from initiation to termination within established service delivery standards and guidelines

·         Management and oversight of client teams' annual, quarterly and monthly deliverable preparation and distribution to clients.

·         Guidance to client teams in developing deep understanding of client unique needs, developing solutions, setting expectations, and implementing solutions. 

·         Establishment of best practices and service level standards with a focus on measurement, feedback, and continuous improvement.

·         Oversight of client relationship status, action plans, analysis and tracking of open issues, evaluating and developing plans for corrective action or improvement.

·         Communication and endorsement of established procedures for regulatory compliance.  Management of action plans and resolution of problems.

·         Policy setting and oversight to ensure adherence to fiduciary, tax, trust and regulatory requirements.  Assistance in resolving trust issues.

·         Development of strong working relationships with clients in order to promote plans, communicate changes, and propose new solutions.