[Hiring] Financial Client Services Specialist @aquilasw
Feb 22, 2025 - aquilasw is hiring a remote Financial Client Services Specialist. 💸 Salary: unspecified. 📍Location: USA, Canada.
Role Description
Reporting to the Manager of Client Services, we are looking for a Financial Client Services Specialist to serve as the key liaison between our customers and our internal teams, responsible for supporting, implementing and training our clients. Specifically, you will:
- Support clients and internal teams using our Financials suite of Accounting software products, including General Ledger and Accounts Payable, as well as Investment, Debt, Cash Management.
- Have a proactive attitude towards problem-solving and taking responsibility for project outcomes.
- Dive in with a hands-on approach to learning software.
- Gain insights into our clients’ business processes and provide training to instill confidence and create opportunities for further engagement with our products and services.
This is a remote position with the opportunity to work from anywhere in US or Canada. The flexibility to travel to our annual conference in Fort Lauderdale, as well as anywhere in the United States to attend one or two industry conferences across the United States and possibly one-to-two client on-site visits are required.
Qualifications
- 4+ years of experience in Bond Finance, and/or corporate Accounting/Finance.
- Bachelor’s degree preferred.
- Experience with government financing is a plus.
- Experience with data analysis and software support, training, or implementation is preferred.
- Experience with helpdesk/ticketing platforms is a plus.
Requirements
- Preparing and analyzing financial statements.
- Journal entry reconciliation.
- Budgeting and forecasting.
- Responsible for month-end closing.
Benefits
- Impact and influence in addressing the housing crisis in the US.
- Career development opportunities including training, mentorship, and career planning.
- Ownership of impactful ongoing and project work, including supporting existing clients and onboarding new clients.
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| 📍 | Be aware of the location restriction for this remote position: USA, Canada |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
|
Salary
💸
unspecified
|
Remote
Location
USA, Canada
|
|
Job Type
full-time
|
Posted
Feb 22, 2025
|
| 📍 | Be aware of the location restriction for this remote position: USA, Canada |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
