Financial Client Services Specialist - Remote

Overview

The Financial Client Services Specialist will serve as the key liaison between customers and internal teams, responsible for supporting, implementing, and training clients on financial software products.

In Short

• Act as a liaison between clients and internal teams.
• Provide training and technical support for financial software.
• Develop expertise in the Financials suite of products.
• Collaborate with various teams to improve solutions.
• Identify areas for knowledge sharing and create training materials.
• Build relationships with customers to ensure satisfaction.
• Support onboarding of new clients and migration to new platforms.
• Travel to conferences and client visits as needed.
• Work in a remote capacity with flexibility.
• Contribute to impactful ongoing and project work.

Requirements

• 4+ years of experience in Bond Finance or corporate Accounting/Finance.
• Experience with financial statement preparation and analysis.
• Knowledge of budgeting and forecasting.
• Ability to perform month-end closing tasks.
• Bachelor’s degree preferred.
• Experience with government financing is a plus.
• Experience with data analysis and software support preferred.
• Strong communication and consulting skills.
• Empathetic and customer-focused attitude.
• Ability to work autonomously and meet deadlines.

Benefits

• Impactful work in the housing finance sector.
• Career development opportunities and mentorship.
• Flexible remote work environment.
• Opportunity to work with a supportive team.
• Engagement in meaningful projects that help communities.