Client Support Specialist – Fund Accounting

Foundant Technologies

. Address clients’ software questions via phone calls, chats, and emails, prioritizing Service Learning Agreement (SLA) breaches .

Posted 9/23/2026full-timeRemote • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client support capabilities with a focus on problem-solving, effective communication, and a deep understanding of Foundant software products. Proven ability to manage multiple tasks while ensuring high client satisfaction and proactive issue resolution.

Highest-signal resume keywords

Client Support ExperienceFoundant Product KnowledgeCustomer Relationship Management (CRM) SoftwareAccounting Software ProficiencyExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client SupportProblem IdentificationSoftware SolutionsProcess ImprovementTime Management

Soft Skills

Attention to DetailSolution-Oriented ApproachCollaborationAdaptabilityClient Satisfaction Focus

Tools & Technologies

ZendeskFoundant Software

Industry Keywords

IT ServicesCustomer ServiceFinanceAccounting

About the role

Key responsibilities & impact

Address clients’ software questions via phone calls, chats, and emails, prioritizing Service Learning Agreement (SLA) breaches
Answer and solve client questions
Collaborate with internal team members to find software solutions
Escalate software issues when they arise
Develop and maintain a high degree of Foundant product knowledge
Ensure smooth client handoffs between team members and external teams
Maintain proactive, solution-oriented problem identification and resolution
Strategize and problem solve with team members to optimize client experience
Enable cross-team communication with leadership and other team members
Provide internal and external training on selected Foundant software products and their features/functions
Contribute to continuous process improvement within and between Client Support areas
Ensure consistent support availability during all support hours
Assist with client-related projects
Perform other duties as assigned

Requirements

What you’ll need

At least one year in client and/or customer service in an IT services company and/or related industry
Familiarity with Customer Relationship Management (CRM) software
Prior experience in finance or accounting, or demonstrated proficiency with accounting software
Exceptional client satisfaction driven approach
Keen attention to detail for accuracy and time-sensitive delivery
Excellent verbal and written communication skills
Excellent time management skills to handle multiple, concurrent tasks and deadlines
Ability to learn new software quickly
Experience with embracing change in a high-growth environment
Preferred: Previous work experience within Client Support at Foundant Technologies
Preferred: Bachelor’s degree in related field
Preferred: Experience with Zendesk

Benefits

Comp & perks

Competitive salary and benefits
Tuition reimbursements
Lifestyle reimbursements
Bespoke mindfulness and fitness initiatives
Flexible PTO policy
Professional and personal development opportunities
Structured professional growth opportunities
Internal mobility and opportunities to explore new roles and leadership opportunities
Autonomy and responsibility
Employee recognition
Accommodations throughout the interview and employment process