Account Servicing Specialist

Own the Data Lifecycle: Manage the end-to-end intake of client reports, correspondence, and source documents, ensuring all information is triaged and logged into our systems with 100% accuracy.

Solve Complex Discrepancies: Proactively identify defects in data and navigate multiple internal and external systems to resolve file processing errors, missing transactions, and inventory imbalances.

Drive Financial Accuracy: Manage payment processing workflows while maintaining a high-performance standard (targeting an error rate below 1%).

Navigate Security & Compliance: Handle highly sensitive and confidential information with total discretion, following strict internal audit procedures and operational policies.

Act as a Client Partner: Provide timely, professional, and compliant responses to both internal stakeholders and external clients, ensuring their requests are resolved efficiently.

Optimize Processes: Support the leadership team with account-level analysis and administrative tasks that keep our "back office" running at peak performance.

A Systems Thinker: You are highly proficient in Excel and Google Applications, with an ability to juggle multiple software interfaces simultaneously without losing your place.

Detail-Obsessed: You have a natural knack for spotting "the needle in the haystack" when it comes to data defects and reconciliation errors.

Experienced in Back-Office Operations: You bring at least 1 year of experience in a multi-faceted work environment, ideally with a background in accounts receivable, banking, or healthcare reconciliations.

A Reliable Professional: You take pride in your time management skills, thrive in a dynamic environment, and value the consistency of being on-site with your team to meet tight deadlines.

An Effective Communicator: You can distill complex data issues into clear, professional written and verbal updates for your team and clients.

Education: Any degree is appreciated, but we value your relevant experience and "hands-on" track record just as much.