Specialty Services Client Advisor

Job Title: Specialty Services Client Advisor

Location: Remote (Ohio)

Duration: Contract - 4 months

Pay Range: $44.82/hr (W2)

Job ID: 410087

Work Hours: Central Time

About BCforward

BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.

Job Description

We are seeking a Specialty Services Client Advisor to join our team as a temporary contractor. The role will support operational and client service activities for the Specialty Services team with timely, accurate, and well-documented execution in a fast-paced environment. The ideal candidate will demonstrate strong attention to detail, professional communication, and adherence to established procedures.

Responsibilities:

• Acknowledge and organize incoming requests in a timely and professional manner.
• Track, document, and follow up on assigned work items.
• Support accurate data entry, file maintenance, reporting, and spreadsheet updates.
• Use Microsoft Outlook, Word, Excel, and other Microsoft tools to complete daily tasks.
• Communicate clearly with internal partners and team members regarding status, questions, or missing information.
• Engage in limited client contact as needed to gather information, provide status updates, or support issue resolution under team guidance.
• Follow established procedures, controls, and documentation standards.
• Escalate unclear requests, discrepancies, or potential issues to the appropriate team member or leader.
• Maintain confidentiality and handle information with professionalism and care.

Required Skills & Qualifications:

• Proficiency with Microsoft Outlook, Word, and Excel.
• Strong attention to detail with the ability to review information for accuracy and completeness.
• Effective written and verbal communication skills.
• Ability to follow step-by-step procedures and seek clarification when needed.
• Strong organizational skills with the ability to manage multiple tasks or priorities.
• Dependable and able to meet deadlines in a production-focused environment.
• Comfort working with confidential or sensitive information.
• Ability to work independently while staying aligned with team expectations.

Preferred Skills:

• Experience in banking, treasury management, commercial payments, operations, or client service.
• Experience with shared mailboxes, service requests, case management tools, or workflow tracking systems.
• Background in documentation review or quality checks.
• Ability to identify process gaps, recurring issues, or efficiency opportunities.
• Comfort supporting high-volume or time-sensitive work.

Success Factors:

• Consistently accurate and complete work output.
• Clear and timely communication with the Specialty Services team and internal partners.
• Strong organization and reliable follow-up on pending items.