Client Specialist

Kansas City, MO

Posted: 07/18/2019 Industry: Administrative Job Number: EB-4909228465

Job Title: Client Specialist

Our client has an immediate opening for a Client Specialist. The Client Specialist will review, process and audit client financial statements and data.

Qualified candidates will enjoy working with numbers, have a strong eye for detail and be highly organized.

Job Responsibilities:
  • Input, process and send audit requests
  • Review client financial data for completeness and errors
  • Attach documentation and endorsements to process requests
  • Perform data entry functions and scan/upload documents
  • Monitor order sheets for new requests and changes
  • Complete calculation requests and respond to client inquiries
  • Adjust client data to account for errors as needed
  • Customize reports on behalf of clients
  • Complete and compile client folders including paperwork and contracts
  • Provide administrative support to department including scanning, filing, copying and mail sorting

  • Excellent customer service
  • Understanding of financial statements and documents
  • Must be team-oriented, possess a positive attitude and work well with others
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