Client Support Specialist

Interview: 2 rounds - 1st with Hiring Manager and 2nd with Team Member

Must-Haves

• Bachelor’s degree from a four-year college/university or equivalent relevant work experience
• 2+ years of experience in escrow and/or paying agent roles
• Familiarity with escrow agreements
• Familiarity with legal documentation and entity structures
• Experience providing escrow agreement feedback to attorneys
• Ability to research, analyze, and resolve payment-related issues
• Intermediate proficiency in Microsoft Office (especially Excel)
• Strong written and verbal communication skills
• High attention to detail and accuracy in document review

Plusses

• Experience supporting Relationship Managers or client-facing teams
• Exposure to payment execution, wire verification, or reconciliation processes
• Experience working directly with external counsel
• Prior experience with client portals or document execution platforms
• Background in financial services, trust, or corporate actions

Day-to-Day

• Manage inbound phone and email inquiries from security holders
• Support technology log-in and online document execution processes
• Assist with callback verifications for wire and payment details
• Help initiate and reissue payments to shareholders or clients
• Research returned payments and collect updated payment instructions
• Assist with daily reconciliations, quarterly interest releases, and invoicing
• Research and resolve security holder and client issues promptly
• Act as a liaison between Relationship Managers and external counsel
• Review executed agreements for accuracy and completeness
• Communicate discrepancies and follow up to ensure corrections
• Set up technology access for new Escrow and Paying Agent deals
• Add external clients to the Gateway Client Portal
• Create and manage tickler reminders for actionable agreement items

Job Description

Insight Global is seeking a Client Services Associate for a top financial services client specializing in escrow and paying agent solutions. This individual will play a key role in supporting both internal teams and external clients by ensuring accurate payment processing, reviewing critical legal documentation, and serving as a primary point of contact for security holder inquiries. The ideal candidate is detail-oriented, client-focused, and experienced in escrow operations, with the ability to collaborate closely with relationship managers, attorneys, and operations teams to deliver timely and high-quality service.