Payments Specialist

Rise Alliance•New York, NY

17h•$60,000 - $75,000•Onsite

About The Position

As a Payments Specialist at Rise Alliance, you will keep client payment schedules and portfolios accurate, compliant, and up to date. You will audit client files, resolve payment issues with clients, attorneys, and internal teams, and work closely with Consultants, the Director of Client Relations, and Managing Partners. You will also help build a structured system for auditing files and tracking follow-up across departments. The role is full-time and in person at the company's Manhattan office.

Requirements

0–2 years of experience in financial services, payments, or a related field.
Strong auditing skills and a sharp eye for finding issues.
Ability to work cross-functionally and collaborate with consulting teams.
Excellent written and verbal communication skills for working with clients, attorneys, and internal teams.
Highly organized, detail-oriented, and accurate in financial entries.
Proficiency in Google Sheets, Excel, and CRM systems.
Discretion and integrity in handling sensitive financial information.
Ability to work full-time in person at the Manhattan office.

Nice To Haves

Bachelor's or associate degree preferred.
Working knowledge of payment processing and portfolio management.
Experience building or improving tracking systems and processes.

Responsibilities

Track and manage client payments, including wires, ensuring they are processed accurately and on time.
Monitor non-sufficient funds (NSFs), schedule redeposits, and work with attorneys, clients, and internal teams to resolve payment issues.
Audit client files to identify issues, meet with Consultants to review files, and manage follow-up.
Meet with other departments and track follow-up items through to resolution.
Build and maintain a structured system for auditing and follow-up tracking.
Ensure clients sign EFT forms promptly and their accounts are reactivated in the CRM.
Manage new client enrollments and complete all related steps accurately.
Oversee client portfolios and keep payment schedules current in company systems.
Keep payment information in the CRM accurate, complete, and up to date.
Use Google Sheets and Excel to track payments, handle banking reconciliation and settlement statuses, and report on portfolio performance.
Handle payment data according to company standards and keep client information strictly confidential.