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.
📌 Customer Account Specialist (Argentina)
🏢 Virtustant
📍 Argentina
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