Concord Servicing

Accountant, Client Services

Concord Servicing(1 month ago)

MexicoOnsiteFull TimeJunior$45,928 - $62,338 (estimated)Operations
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About this role

An Accountant in Client Services at a Financial Services company handles accounting tasks related to client accounts, ensuring accuracy and compliance with industry regulations. The role involves supporting client relationships with financial expertise and providing accurate reporting.

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Required Skills

  • Accounting
  • Financial Analysis
  • Reconciliation
  • Client Relations
  • Excel
Concord Servicing

About Concord Servicing

myaccountinfo.com

This is a white-label, secure customer account portal that lets clients access their accounts using an Account Number and Password, with options to register and recover passwords. The platform supports self-service and ongoing engagement through a feedback system and privacy resources. It integrates with enterprise customer-service tooling (notably Genesys) and employs modern UI elements like toasters and modal dialogs for a polished, interactive experience. The site also shows localization support and branding options, indicating a branded, privacy-conscious portal designed for businesses needing a customized client portal.

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