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

Job Title: Client Account Specialist 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.

📌 Customer Account Specialist (Argentina)
🏢 Virtustant
📍 Argentina