Client Processing Specialist
Company: The Southern Group of Florida, Inc.
Location: Tallahassee
Posted on: July 1, 2025
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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 unable to sponsor or
take over sponsorship of an employment visa at this time. 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 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): 3 weeks
annually Paid Holidays: Observance of standard federal holidays We
believe in supporting our employees both professionally and
personally, and our benefits are designed to promote a healthy,
balanced, and secure lifestyle. Employer Snapshot 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.
Keywords: The Southern Group of Florida, Inc., Dothan , Client Processing Specialist, Accounting, Auditing , Tallahassee, Alabama
