Client Account Specialist

New York, NY 10286

Posted: 09/05/2019 Employment Type: contract Industry: ACCOUNTING/FINANCE Job Number: 19276

Client Account Specialist opening with our financial services client 

Pay Rate: 37/hr

In this role, you are tasked with providing top quality service to clients and for administration of assigned corporate trust and/or agency accounts. 


  • Support Client Managers in administering investment accounts
  • Coordinate services and monitor contractual obligations.
  • Active participation in retentive marketing efforts for securing additional business opportunities.
  • Monitor incoming funds, initiate instructions for outgoing funds, reconcile out.-of. bank assets
  • Prepare client audit confirmations and assist the Client Manager in the collection of fees


  • Bachelor Degree preferred
  • 4 to 5 years professional work experience, financial experience preferred
  • Experience interacting with clients over the phone
  • Ability to problem solve and provide issue resolution
  • Solid communication and interpersonal skills
  • Ability to quickly learn new systems and processes
  • Proficiency in Microsoft Excel and Access
  • Ability to multi-task while demonstrating detail orientation.
  • Ability to work independently and as part of a team.

Client Financial Account Specialist - 19276

Oxford Solutions is a professional staffing firm that specializes in the placement of talented professionals into challenging, career-enriching opportunities. We're based in Pittsburgh, PA, but we have openings with major clients located nationwide. We provide multiple avenues of employment to include contract, contract-to-hire and direct placement. Our well-trained staff of recruiters will work with you to help land your first job or your dream job and strive to always affect people's lives in a positive way.
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