Customer Account Specialist

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Job Title: Client Account Specialist

 

About the Company:

Safe Harbor SB is a boutique financial services firm dedicated to protecting small businesses from predatory merchant cash advances.

 

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 escalate 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 escalate 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:

• Experience in small-business finance.

• Experience in distressed or high-friction client situations.

• Experience with settlement, payment, negotiation, or documentation workflows.

• Familiarity with merchant cash advances or similar financial products.

 

Personality:

• Highly organized.

• Responsive.

• Calm under pressure.

• Detail-oriented.

• Commercially practical.

• Comfortable taking ownership without heavy supervision.

• Self-directed.

• Dependable.

• Proactive.

 

Software & Tools:

• CRM systems.

• Case-management systems.

 

Schedule:

Monday to Friday

09:00 AM - 05:00 PM ET

40 hours per week

No weekends

 

Salary and Benefits:

• Payment in USD or Local Currency according to candidate's preference.

• Full-time remote opportunity.