Member of Client Operations – Finance

Member of Client Operations – Finance

Requirements

• Ability to come to the office at least twice (2) a week
• Experience in accurately applying payments to client billing accounts and verifying the resulting balances.
• Proven experience in performing timely and accurate reconciliation of payments to client accounts against internal records and bank invoices/statements.
• Experience in expertly responding to client inquiries regarding their billing account balances, providing clear, concise, and accurate explanations.
• Experience in collaborating with cross-functional teams to investigate and resolve client payment or balance-related issues.
• Demonstrated proficiency in accounting software or ERP systems used for payment processing and accessing client account information.
• Understanding of different payment methods and how they are recorded and reflected in client account balances.
• Strong skills in using spreadsheet software (e.g., Excel, Google Sheets) for reviewing and analyzing client account data to address inquiries.
• Be able to commute to NYC office at least two days a week to process and deposit mailed-in checks in a timely manner.
• Proven experience in accurately maintaining client account billing balances through diligent payment processing and reconciliation.
• Strong understanding of payment application processes and their impact on client accounts.
• Demonstrated ability to expertly respond to client inquiries regarding their account balances with clarity and professionalism.
• Solid experience in reconciling payments to client accounts and resolving any balance discrepancies.
• A meticulous and detail-oriented approach to managing client financial information.
• Excellent written and verbal communication skills with a strong client service orientation.
• 2+ years of experience in an Accounts Receivable or client-facing role focused on account reconciliation and client support.
• Be able to commute to NYC office at least two days a week to process and deposit mailed-in checks in a timely manner.

Responsibilities

• Responsible for the operational processes related to client invoicing, application of the invoice payments, as well as client communication related to those activities.
• Explore adopting, optimizing, and executing additional finance-related operational processes such as 1099 preparation.
• Fostering positive client relationships and ensuring the smooth financial interaction between Anchorage Digital and our institutional clients.

Preferred Qualifications

• Experience managing client billing accounts or responding to inquiries in the digital asset or financial technology industry.
• Familiarity with accounting software used in the cryptocurrency or fintech space, particularly related to payment processing and client account views.
• Basic understanding of how payment processing impacts client balances and financial reporting.