As a Client Support Specialist you will play a critical role in partnering with the sales, client delivery and accounting teams to ensure the execution of client servicing and administrative requests by initiating or completing activities across various departments. You will provide fractional accounting support to the finance and accounting team, support sales with various RFP related needs and interface directly with clients to complete onboarding tasks, documentation requests and maintenance of vendor due diligence accounts.

Ultimately, the Client Support Specialist will partner with a range of internal stakeholders to service request fulfillment in support of our collective quest to provide an exceptional and first-class customer experience.


Key Responsibilities:

Accounting/Finance Support- represents 20% of role:

  • Maintaining client information and billing information up-to-date in systems.
  • Owning invoice delivery process by ensuring adherence to proper client requirements.
  • Manage changes and adjustments to invoices and ensure communication of information to Finance/AR team.
  • Manage Client Portal by serving as the lead administrator for client invoice submission/vendor management portal.

Sales/Operational Support - represents 80% of role:

  • Completing client onboarding tasks such as compiling and submitting documentation, gathering responses for questionnaires.
  • Maintaining client vendor due diligence accounts and respond to ongoing requests
  • Organizing client documentation including tracking contract terms for global client base.
  • Supporting billing process – submitting invoices to clients, tracking ARR and allocated funds
  • Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for complex client implementation and servicing issues
  • Initiate, update and verify client, account, or transaction details in relevant systems/applications


Required Qualifications:
  • Bachelor’s Degree
  • Minimum of 3 years in financial services, customer service industry, consulting environment
  • Experience with billing processes, invoicing and other customer facing accounting/finance activities
  • Experience managing multiple projects with competing high priorities
  • Excellent time management, planning and organization skills.
  • Excellent interpersonal skills and ability to interact and build relationships with internal and external stakeholders at all levels
  • Excellent Microsoft Word, Outlook, and Excel experience required

Preferred Qualifications:

  • Experience with ERP systems, NetSuite a plus
  • Strong entrepreneurial spirit, highly collaborative, able to express ideas readily, manage change fluidly, able to influence and identify opportunities
Apply For Client Support Specialist

AML RightSource is an Equal Opportunity Employer and we welcome diversity in the workforce. All qualified applicants will receive consideration for employment without discrimination and we are committed to providing accommodation to people with disabilities throughout the recruitment process.  To request any accommodations you may require to participate in the recruitment process email or discuss your needs when contacted for an interview.


We’re passionate about creating an inclusive workplace that promotes and values diversity and inclusion. Companies that are diverse in age, gender identity, race, sexual orientation, physical or mental ability, ethnicity, and perspective are proven to be better companies. More importantly, creating an environment where everyone, from any background, can do their best work is what we strive to achieve at AML RightSource.