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Financial Systems Specialist- Client Services Specialist
CBRE
JOB SUMMARY
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and EXPERIENCE Four-year college degree required. A minimum of two years professional customer service or demonstrated advanced knowledge of computer applications related to real estate accounting and/or financial management systems. CERTIFICATES and/or LICENSES None COMMUNICATION SKILLS Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information. Ability to effectively respond to moderately complex inquiries or requests, and successfully convey and explain system and accounting issues to non-system users. FINANCIAL KNOWLEDGE Requires basic knowledge of accounting terms and principles. REASONING ABILITY Ability to comprehend, analyze, and interpret documents. Ability to comprehend, analyze, and solve moderately complex problems in standard and non-standard situations involving several options. Requires intermediate analytical and quantitative skills. OTHER SKILLS and ABILITIES Advanced knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Advanced knowledge of Microsoft Excel, including pivot tables, lookups, and formulas. Advanced organizational skills, attention to detail, and openness to new ideas and procedures. SCOPE OF RESPONSIBILITY Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Resolves routine questions and problems, escalates issues to other resources with little guidance. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.
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