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Client Finance Specialist

  • LeadingRE
  • Remote
  • May 15, 2023
Full time Real Estate

Job Description

Position Overview

The most successful Client Finance Specialists (CFS) contribute to organizational excellence through exceptional delivery of all financial services to our clients. The ability to manage timelines, communicate effectively, prioritize, and maintain attention to detail are essential to a successful CFS. Demonstrating initiative by asking probing questions, challenging the status quo, and applying analytical thinking to find resourceful solutions are crucial. The greatest quality that a CFS could possess is striving to exceed their previous-best performance by exhibiting a commitment to continuous learning and development.


The CFS supports assigned Client Finance Manager(s)  in the execution of the company’s business plan metrics and initiatives. They will achieve this by focusing on results and desired outcomes, making timely, informed decisions that take into account the facts, goals, constraints and risk. The CFS works collaboratively with internal and external stakeholders to ensure financial services are delivered to the client’s expectation resulting in respect and trust regarding financial program management. This requires extensive direct communication with internal departments. Proficiently respond to calls and emails from clients by demonstrating a strong understanding of the relocation process and their financial needs.

Core Responsibilities

The CFS plays a key role in ensuring the financial services are administered smoothly by:

  • Efficiently and accurately processing expense audits
  • Application of taxable and excludable expenses, wage gross ups, wage requests and payroll reporting
  • Equity funding
  • Mortgage payoff
  • Home sale reconciliations
  • Invoicing, cash application and financial audits

Performance Objectives

  • Proactively manage tasks that support the financial needs of RELO Direct clients by managing accounts payable and receivable, cash applications, payroll reporting, home sale reconciliations and financial audits.
  • Act with customers in mind to establish effective relationships that foster trust and respect.
  • Demonstrate a results-focus and initiative mindset by achieving key performance metrics and influencing teammates to achieve total company results.
  • Use first-hand customer information and feedback for improvements in process, product or services.
  • Continuously build knowledge and skills to improve performance and enhance value to our customers.
  • Communicate orally and in written form with clarity and good effect, understand clearly and quickly when instructions are given, and practice judgment on what information is important, what should be communicated how, to whom and when.
  • Support RELO Direct in the strategic development of customer relationships by sharing expertise, leveraging resources and anticipating needs that result in excellent service.

  • Demonstrated experience in customer service; ability to communicate effectively and efficiently while fostering respectful, customer -service oriented professional relationships
  • Strong analytical skills: the ability to troubleshoot and resolve technical issues while learning new technologies quickly
  • Strong communication and interpersonal skills: written and verbal.
  • Proficient in Microsoft Office, especially Excel
  • Ability to thrive in a fast-paced environment while working work effectively with all levels of management
  • Intellectual curiosity and the ability to work independently and with a team 
  • Aptitude for working with financial data
  • Strong multi-tasking, prioritizing, and organizational skills
  • Detail orientation and a high degree of accuracy

Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disabled status.

The selected candidate will be required to pass government security clearance.