Client Service and Accounting Specialist

American Coadius•Amherst, NY

2d•Hybrid

About The Position

American Coradius International LLC (ACI) is a local, full-service financial services company seeking energetic, initiative-taking Account Resolution Specialists. ACI works with major banking clients as an extension of their customer service department, assisting customers with delinquent accounts. This is a HYBRID ROLE requiring onsite training and 3 days per week in the office. The Client Services and Accounting Specialist supports client relationships and ensures accurate financial operations in a regulated collections environment. Key responsibilities include payment processing, account reconciliation, and client reporting, all while maintaining high standards of accuracy, timeliness, and confidentiality.

Requirements

Intermediate excel skills.
Previous experience using Outlook for email.
Must be detail-oriented with the ability to multi-task and work under tight deadlines.
Excellent verbal and written communications skills.
Must possess strong math/accounting skills.
Ability to handle and prioritize multiple tasks simultaneously.
Previous computer and/or data entry experience.
High school diploma or equivalent.
Basic Level of proficiency with Microsoft Office Suite or related software.

Nice To Haves

Postsecondary education in Accounting, Finance, Business Administration, or related field preferred.
2+ years of experience in accounting, financial operations, or collections environment.
Experience with payment processing (ACH, credit cards) and account reconciliation required.
Familiarity with accounting software such as QuickBooks.
Strong understanding of compliance and regulatory standards in collections.
High attention to detail and accuracy in financial data handling.
Strong organizational, analytical, and problem-solving skills.
Effective communication and ability to work both independently and collaboratively.

Responsibilities

Serve as a liaison between internal departments and client service teams to support client needs and deliverables.
Prepare and distribute daily, weekly, and monthly client reports (payments, remittances, account activity).
Maintain a strong understanding of client contracts, requirements, and service level expectations.
Assist with onboarding and setup of new client accounts and portfolios.
Review and assist with implementation of programming or system requests related to financial processes.
Process and reconcile client payments, including ACH transactions, credit/debit card deposits, and remittances.
Record financial transactions accurately in accounting systems (e.g., QuickBooks).
Perform daily and monthly account reconciliations, including bank accounts, accounts receivable, and credit card statements.
Generate and distribute reports of daily deposits for internal posting.
Prepare and issue vendor payments via check or ACH as directed.
Support trust accounting practices and ensure proper handling of client funds.
Conduct daily fraud monitoring activities (e.g., bank or client-specific reviews).
Ensure adherence to company policies, client requirements, and applicable federal and state regulations.
Assist with internal, client, financial, and regulatory audits by preparing documentation and supporting audit requests.
Monitor processes for accuracy, timeliness, and compliance with established SOPs.
Participate in the development and maintenance of departmental procedures and controls.
Perform additional duties as assigned.