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Client Processing Specialist

Client Processing Specialist

TSG SUPPORT SERVICES INCTallahassee, FL, US
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Job Description

Job Description

About the Role

The ideal candidate has 5+ years of experience in client onboarding and transaction processing, with strong attention to detail and a collaborative mindset. At TSG Support Services, we value professionals who work independently while contributing to team goals. This role ensures accurate and timely handling of client data, supports process improvements, and maintains confidentiality while fostering effective communication with clients and internal teams.

Responsibilities

  • Enter, verify, and reconcile client data across systems, including time entry, engagement management, and billing.
  • Maintain accurate client contract terms, including new client setups and updates. Manage compensation tables based on terms.
  • Collaborate with internal teams such as finance and project management to resolve issues and ensure smooth processing.
  • Respond to client inquiries and provide support on system usage and capabilities.
  • Identify inefficiencies and contribute to the development and implementation of improved procedures.
  • Provide training and guidance to clients on system tools and new features.
  • Assist with sales inquiries, order processing, and product fulfillment requests.
  • Ensure data accuracy and compliance with internal policies to minimize risk.
  • Maintain thorough documentation of processes and client communications.
  • Monitor and reconcile incoming payments with a strong understanding of cash basis
  • Assist in the implementation and ongoing support of Finance automation tools and systems
  • Triage and manage the Finance department inbox to ensure timely responses and effective task delegation.

Position Qualifications

  • Proficient with Microsoft Office, AR software, and accounting systems (Expensify, Salesforce-Accounting Seed, QuickBooks preferred).
  • Experience with AirTable or similar workflow / project tracking tools is a plus.
  • High school diploma or equivalent; Associate’s or bachelor’s degree in Accounting, Finance, or related field preferred.
  • 5+ years of experience in Client Processing and Management or a similar finance role.
  • Excellent organizational and communication skills. Ability to work independently and collaboratively in a team environment.
  • Knowledge of basic accounting principles and prefer knowledge of cash basis accounting principles. Strong attention to detail and problem-solving abilities, delivering accurate work.

    • Work Authorization

    Applicants must be currently authorized to work in the United States on a full-time basis.

    We are currently unable to sponsor or take over sponsorship of an employment visa

    Work Week :

    This position is full-time, Monday to Friday, during regular business hours.  The hours of operation for TSG Support Services are consistent with the businesses we support—generally 7 : 30 AM to 6 : 00 PM—with flexibility within these hours to accommodate what works best for you. This is a full-time, in-person role. Required work through the year-end close annually. You will work in the office, and TSG Support Services will provide parking for you in a nearby parking garage.

    Compensation & Benefits :   Salary Range - $60,000 - $75,000 annually

    At  TSG Support Services , we value the well-being and future of our team members. We’re proud to offer a comprehensive benefits package that includes :

  • Health Insurance  coverage provided through Capital Health Plan (CHP), with individual premiums fully covered by the company.
  • Optional coverage  for Dental, Vision, and Supplemental Insurance
  • 401(k) Retirement Plan  to help you plan for the future
  • Paid Time Off (PTO) :  176 hours annually
  • Paid Holidays :  Observance of standard state holidays

    • We believe in supporting our employees both professionally and personally, and our benefits are designed to promote a healthy, balanced, and secure lifestyle.

    About the Company

    TSG Support Services is the general shared services organization for advocacy and consulting companies under The Southern Group and TSG Advisors brands. With its headquarters in Tallahassee, FL, the TSG Support Services team is a network of individuals spread throughout the Southeast and all major metro regions in Florida. Services provided include, but are not limited to, finance and accounting, office operations, contracting, payroll, marketing, legal services, and content development. If you are interested in learning more about the companies our team supports, visit www.thesoutherngroup.com or www.tsgadvisors.com.

    Equal Opportunity Statement

    At TSG Support Services, we are proud to be an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all individuals are treated with respect and dignity. We do not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other legally protected status.  We believe that a variety of perspectives leads to better ideas, stronger teams, and a more dynamic work environment. We encourage applicants from all backgrounds to apply and join us in building a workplace where everyone can thrive.

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    Processing Specialist • Tallahassee, FL, US