Client Accounts Specialist at iA Groupe financier iA Financial Group
Austin, QC, Canada -
Full Time


Start Date

Immediate

Expiry Date

08 Dec, 25

Salary

0.0

Posted On

09 Sep, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Interpersonal Skills, Outlook, Excel, Finance, Financial Transactions, Accounting Software, Critical Thinking

Industry

Financial Services

Description
  • Employeur : iA American Warranty, L.P.
  • Bureau : 8201 N Fm 620 Rd.
  • Principal lieu de travail : Austin, Texas
  • Domaines d’activité : Service à la clientèle et soutien administratif
  • Numéro du poste : JR10024174
  • Type d’emploi : Emploi permanent
  • Postulez avant le : 2025-09-30

QUALIFICATIONS

  • Associate’s degree required; Bachelor’s degree in Accounting, Finance, or related field preferred.
  • 1–5 years of experience in payables or a similar financial role.
  • Solid understanding of financial transactions and basic accounting principles.
  • Strong communication and interpersonal skills with a client-first mindset.
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and accounting software.
  • Excellent attention to detail, analytical thinking, and problem-solving abilities.
  • Ability to manage multiple priorities in a fast-paced environment.

SKILLS & COMPETENCIES

  • Advanced proficiency in Excel and ability to quickly learn new systems.
  • Strong organizational and prioritization skills.
  • Ability to work independently and collaboratively within a team.
  • Adaptability to change and openness to new procedures.
  • Clear written and verbal communication.
  • Critical thinking and resilience under pressure.

QUALIFICATIONS

  • Associate’s degree required; Bachelor’s degree in Accounting, Finance, or related field preferred.
  • 1–5 years of experience in payables or a similar financial role.
  • Solid understanding of financial transactions and basic accounting principles.
  • Strong communication and interpersonal skills with a client-first mindset.
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and accounting software.
  • Excellent attention to detail, analytical thinking, and problem-solving abilities.
  • Ability to manage multiple priorities in a fast-paced environment.

SKILLS & COMPETENCIES

  • Advanced proficiency in Excel and ability to quickly learn new systems.
  • Strong organizational and prioritization skills.
  • Ability to work independently and collaboratively within a team.
  • Adaptability to change and openness to new procedures.
  • Clear written and verbal communication.
  • Critical thinking and resilience under pressure.

How To Apply:

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Responsibilities

ABOUT THE ROLE

As a Client Accounts Specialist, you will play a key role in ensuring accurate and timely financial transactions for our clients. You’ll manage commission payments, claims, cancellations, and refunds, while maintaining strong communication and collaboration across departments. This role is ideal for someone who is detail-oriented, client-focused, and eager to contribute to a dynamic and evolving team.

KEY RESPONSIBILITIES

  • Process and manage client commission payments with precision and timeliness.
  • Coordinate claims payments and resolve discrepancies in collaboration with internal teams.
  • Handle cancellations and refunds in accordance with company policies.
  • Prepare and distribute client statements, ensuring accurate documentation.
  • Act as a primary contact for client inquiries related to payments, delivering clear and professional support.
  • Partner with internal departments to resolve client issues and enhance service delivery.
  • Stay informed on industry regulations and internal policies related to financial transactions.
  • Contribute to process improvement initiatives to drive operational efficiency.
  • Generate reports and provide analysis as requested by management.

KEY RESPONSIBILITIES

  • Process and manage client commission payments with precision and timeliness.
  • Coordinate claims payments and resolve discrepancies in collaboration with internal teams.
  • Handle cancellations and refunds in accordance with company policies.
  • Prepare and distribute client statements, ensuring accurate documentation.
  • Act as a primary contact for client inquiries related to payments, delivering clear and professional support.
  • Partner with internal departments to resolve client issues and enhance service delivery.
  • Stay informed on industry regulations and internal policies related to financial transactions.
  • Contribute to process improvement initiatives to drive operational efficiency.
  • Generate reports and provide analysis as requested by management.
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