Customer Account Specialist

Virtustant

Argentina

Remote

ARS 98,533,000 - 136,430,000

Full time

32 hours ago

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Benefits offered by this job

Fully remote

Job summary

Virtustant is seeking a Client Account Specialist to oversee a portfolio of small business clients in a fully remote role. You will manage communications, case updates, and account coordination across finance, legal, and operations teams.

The ideal candidate has 4+ years in financial services, strong English (C1/C2), and excellent written communication. This role emphasizes organization, responsiveness, and proactive problem-solving in a high-accountability environment.

Qualifications

At least 4 years of experience in financial services.
Experience managing a portfolio of active client matters, accounts, or cases.
Experience working with sensitive financial, legal, or account-related information.
Ability to identify emerging issues and elevate them effectively.
Strong written communication skills.
Disciplined follow-through.
Ability to work independently in a fully remote role.
Bachelor’s degree required.
C1 or C2 English level required.

Responsibilities

Serve as a primary day-to-day contact for a portfolio of small business clients.
Respond promptly to client questions about account status, settlement progress, liquidity support, and other operational matters.
Ensure clients understand their obligations in the restructuring solution created for them.
Maintain a high level of responsiveness and professionalism during sensitive financial situations.
Track the status of each client’s case, including lender negotiations and legal developments.
Monitor indicators of client financial health and operational stability.
Identify potential risks to the client or the firm and elevate concerns to management.
Escalate issues proactively with clear context and recommended actions.
Coordinate information flow between clients, internal staff, and external legal partners.
Maintain accurate records of client interactions, financial updates, and case progress.
Assist with documentation and data tracking for settlements, payments, and liquidity support.

Skills

Financial services experience

Remote work

Client communication

English proficiency

Education

Bachelor's degree

Tools

CRM systems

Case-management systems

Job description

Our client is a boutique financial services firm dedicated to protecting small businesses from predatory merchant cash advances.

Job Title: Client Account Specialist

Job Description

Our client is hiring a Client Account Specialist. This role monitors the operational and financial status of client businesses. You will help manage the day-to-day flow of communication, case updates, and account coordination. This role is central to maintaining smooth communication between clients, internal teams, and legal partners.

This is a client-facing, detail-intensive role. You should be highly organized, responsive, and calm under pressure. You should be comfortable working with financial, legal, and operational issues. Our client works in a fast-moving, high-accountability environment.

Responsibilities Of The Role

Serve as a primary day-to-day contact for a portfolio of small business clients.
Respond promptly to client questions about account status, settlement progress, liquidity support, and other operational matters.
Ensure clients understand their obligations in the restructuring solution created for them.
Maintain a high level of responsiveness and professionalism during sensitive financial situations.
Track the status of each client’s case, including lender negotiations and legal developments.
Monitor indicators of client financial health and operational stability.
Identify potential risks to the client or the firm and elevate concerns to management.
Escalate issues proactively with clear context and recommended actions.
Coordinate information flow between clients, internal staff, and external legal partners.
Maintain accurate records of client interactions, financial updates, and case progress.
Assist with documentation and data tracking for settlements, payments, and liquidity support.
Ensure data integrity across CRM and internal systems.
Build professional, trust-based responsive relationships with clients during stressful financial periods.
Maintain a calm, organized process that increases client confidence and cooperation.
Help drive a consistent, organized client experience across all engagements.

Required Experience And Qualifications

At least 4 years of experience in financial services.
Experience managing a portfolio of active client matters, accounts, or cases.
Experience working with sensitive financial, legal, or account-related information.
Ability to identify emerging issues and elevate them effectively.
Strong written communication skills.
Disciplined follow-through.
Ability to work independently in a fully remote role.
Bachelor’s degree required.
C1 or C2 English level required.

Preferred Skills