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Accounting Client Support Specialist

Accounting Client Support Specialist

FloresHRCharlotte, NC, US
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Job Description

Job Description

Description :

Job Title : Accounting Client Support Specialist

Job Type : FT

Location : Charlotte / Hybrid (3 Days in Office)

Job Summary

At FloresHR, we are passionate about our clients having a great experience and this also applies to our team and our future team members. Building a remarkable team is a top-level company priority. The Accounting Client Support Specialist will be primarily responsible for data movement, KYC, and reconciliations. The Accounting Client Support Specialist reports to the Controller.

What You’ll Do

  • Manage data movement between various systems.
  • Responsible for executing KYC and initial onboarding for new clients.
  • A liaison between various client support departments and accounting.
  • Responsible for client HSA funding reconciliations.
  • Research discrepancies identified in RAAS.
  • Monitor and action acquired entity banking.
  • Perform other duties as assigned.
  • Maintain quality work that exemplifies and promotes our company’s core values.

Requirements : Who You Are

  • A graduate with a Bachelor’s degree in Accounting or a related field preferred.
  • 2+ years of experience in a banking or accounting role, in a customer service-focused environment preferred.
  • Able to operate independently and utilize data from a variety of different sources.
  • An individual with a high level of personal worth and internal motivation along with strong financial analysis and accounting skills.
  • Someone with strong interpersonal skills who understands that our business objective is to provide superior customer service and can handle conflict in a professional manner.
  • A detail orientated individual with strong organizational and prioritizing skills, and the ability to be flexible and multi-task in a collaborative environment.
  • A qualified candidate who possesses above average analytical and problem-solving skills.
  • An individual that understands the value of providing a high level of customer service.
  • Work Environment

    FloresHR's standard work hours are Monday through Friday, 8 : 30am to 5 : 00pm ET with a one-hour lunch break. Roles may be approved for other schedules by managers. This role operates in a professional office environment based out of our Charlotte, NC office. This role is mostly sedentary and consists of prolonged periods sitting at a desk and working on a computer. This role also utilizes other tools such as a phone, copy machine, and printer. Common programs often used are Outlook, Word, and Excel. This position frequently communicates with FloresHR team members and candidates and must be able to exchange accurate information clearly in these situations.

    How We Support Our Team

    At FloresHR, we invest in our people, our community and our technology and strive to provide work life balance, paired with professional growth for each of our employees. We provide an innovative benefit solution for our clients but that does not apply just to our clients. They extend to our team too!

  • Competitive Benefits – FloresHR offers competitive medical, dental, and vision benefits for employees and their families. We also provide company funded HSA’s, Pre- and Post-tax 401k’s with a company match up to 5%, and other great benefits such as Life Insurance, Accident Insurance, Pet insurance, and more!
  • Work Life Balance – We want all our team members to have time to focus on themselves and their families. We offer a Monday - Friday schedule, a generous vacation policy and a Life Balance Reimbursement Plan to support this.
  • Community Involvement – We love to give back to our community, and we recognize that our team does too! We have a volunteer program in place to support our team members as they help the organizations’ they are passionate about.
  • Our Core Values & Diversity Focus

    Our vision is to be the most admired benefits partner, and our core values and beliefs are :

  • We believe in always doing the right thing.
  • We believe that a remarkable service experience is possible.
  • We believe in trusting one another as an operating philosophy.
  • We believe that high performance teams deliver extraordinary results.
  • We believe in building benefits technology that converts the complex to easy.
  • We seek to empower, empathize, and respect our team members and our world.
  • FloresHR is proud to be an Equal Employment Opportunity employer. We do not discriminate based on race, color, creed, ancestry, national origin, citizenship, sex or gender (including pregnancy, childbirth, and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, religion, age, disability, genetic information, service in the military, or any other characteristic protected by applicable federal, state, or local laws and ordinances. We are committed to diversity and are committed to creating an inclusive environment for all employees. This is not intended to be an all-inclusive list of job related responsibilities and requirements.

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    Client Support Specialist • Charlotte, NC, US

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