Client Services Support

JOB SUMMARY

Provides support and technical assistance to users for basic issues related to a variety of software applications while meeting defined service level expectations. Identifies issues, researches causes and provides solutions for Client Accounting and Real Estate Management teams.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Responds to requests for assistance with a variety of accounting software packages used by Client Accounting services and Real Estate Management teams. Documents issues, resolution or other actions using incident management system.

Resolves requests for basic software support. Escalates requests requiring greater level of expertise.

Performs security and data reviews to ensure compliance with established policies and procedures.

Supports client and internal projects as directed by supervisor.

Provides input into process improvement efforts based on client incidents.

Performs other duties as assigned.

SUPERVISORY RESPONSIBILITIES

No formal supervisory responsibilities in this position.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE

Accreditation or degree from a two-year program with emphasis in accounting or finance required plus a minimum of one year accounting or finance experience required. Degree from a four-year college or university program with an emphasis in accounting, finance or related field preferred.

CERTIFICATES and/or LICENSES

None

COMMUNICATION SKILLS

Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information. Ability to effectively respond to basic inquiries or requests, and successfully convey and explain system and accounting issues to non-system users.

FINANCIAL KNOWLEDGE

Requires basic knowledge of accounting terms.

REASONING ABILITY

Ability to understand and carry out general instructions in standard situations. Ability to comprehend, analyze, and solve basic problems in standard and non-standard situations. Requires basic analytical and quantitative skills.

OTHER SKILLS and ABILITIES

Intermediate knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Advanced organizational skills, attention to detail, and openness to new ideas and procedures.

SCOPE OF RESPONSIBILITY

Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.