Customer Account Specialist

Our client is a boutique financial services firm dedicated to protecting small businesses from predatory merchant cash advances.

Job Title: Client Account Specialist

Job Description

Our client is hiring a Client Account Specialist. This role monitors the operational and financial status of client businesses. You will help manage the day-to-day flow of communication, case updates, and account coordination. This role is central to maintaining smooth communication between clients, internal teams, and legal partners.

This is a client-facing, detail-intensive role. You should be highly organized, responsive, and calm under pressure. You should be comfortable working with financial, legal, and operational issues. Our client works in a fast-moving, high-accountability environment.

Responsibilities Of The Role

• Serve as a primary day-to-day contact for a portfolio of small business clients.
• Respond promptly to client questions about account status, settlement progress, liquidity support, and other operational matters.
• Ensure clients understand their obligations in the restructuring solution created for them.
• Maintain a high level of responsiveness and professionalism during sensitive financial situations.
• Track the status of each client’s case, including lender negotiations and legal developments.
• Monitor indicators of client financial health and operational stability.
• Identify potential risks to the client or the firm and elevate concerns to management.
• Escalate issues proactively with clear context and recommended actions.
• Coordinate information flow between clients, internal staff, and external legal partners.
• Maintain accurate records of client interactions, financial updates, and case progress.
• Assist with documentation and data tracking for settlements, payments, and liquidity support.
• Ensure data integrity across CRM and internal systems.
• Build professional, trust-based responsive relationships with clients during stressful financial periods.
• Maintain a calm, organized process that increases client confidence and cooperation.
• Help drive a consistent, organized client experience across all engagements.

Required Experience And Qualifications

• At least 4 years of experience in financial services.
• Experience managing a portfolio of active client matters, accounts, or cases.
• Experience working with sensitive financial, legal, or account-related information.
• Ability to identify emerging issues and elevate them effectively.
• Strong written communication skills.
• Disciplined follow-through.
• Ability to work independently in a fully remote role.
• Bachelor’s degree required.
• C1 or C2 English level required.

Preferred Skills

• Experience in small-business finance.
• Experience in distressed or high-friction client situations.
• Experience with settlement, payment, negotiation, or documentation workflows.
• Familiarity with merchant cash advances or similar financial products.

Personality

• Highly organized.
• Responsive.
• Calm under pressure.
• Detail-oriented.
• Commercially practical.
• Comfortable taking ownership without heavy supervision.
• Self-directed.
• Dependable.
• Proactive.

Software & Tools

• CRM systems.
• Case-management systems.

Schedule

Monday to Friday

09:00 AM - 05:00 PM ET

40 hours per week

No weekends

Salary And Benefits

• Payment in USD or Local Currency according to candidate's preference.
• Full-time remote opportunity.