SUMMARY

The Financial Client Specialist is critical to the financial health and success of our team and our clients. This role requires expertise and enjoyment in working with clients at all levels, from property managers and accounting team members to corporate-level contacts, to ensure our clients’ holistic financial health. Financial Client Specialist (Real Estate) also works closely with internal teams to develop strategies based on client’s needs to ensure our client’s long-term success.

PRIMARY RESPONSIBILITIES:

• Serve as the primary liaison for small to mid-sized accounts (250 to 400 sites) with 50/50 mix of AP Extract and Bill Pay clients, responding to client issues
• Act as client advocate to internal teams and ensure appropriate responsiveness to client questions and concerns by clearly articulating financial needs, gaps and action items to clients to ensure timely response and resolution to client needs and inquiries.
• Use quarterly/monthly client scorecards to monitor client serviceability expenses, and proactively identify and recommend improvement opportunities to ensure long-term success of invoice processing performance
• Conduct client and property analysis and track to completion to reduce number of validations and disconnections
• Complete new client transition process to reduce time required to successfully redirect accounts and number of ongoing redirections
• Perform primary job responsibilities only needing management assistance with escalations.

REQUIRED KNOWLEDGE/SKILLS/ABILITIES

• Experience in general accounting, including AP/AR, accruals, check processing, account reconciliation, budgeting/forecasting, credit card and ACH Management and reconciliation, funding management and financial transactions analysis preferred but not required.
• Client interaction experience required
• Solution based attitude, drive for client resolution and satisfaction
• Ability to manage multiple projects and clients at the same time, multi-tasking with highest level of urgency and response, strong organizational skills
• Demonstrated experience taking initiative and managing time effectively
• Ability to adopt a consultative mindset to anticipate client needs and expectations
• Strong analytical and problem-solving skills to identify creative solutions to unique customer problems
• Strong relationship-building skills that enable long-term growth and opportunity
• Excellent verbal and written communication skills
• Experience with Microsoft skills - MS Office Excel, Word, Outlook
• Experience handling multiple projects simultaneously and collaborating with peers

PREFERRED KNOWLEDGE/SKILLS/ABILITIES

• Property management or multifamily housing industry experience a plus
• Bachelor’s Degree in Business, Finance or Accounting preferred or equivalent experience