Finance service specialist job description

Since 1978, ACS Technologies (“ACST”) has served the faith-based community, building software to help ministries lead with less stress and more accuracy. ACST enables churches to handle every vital area of their ministry from finances to relationships. We're now the leader in the industry but we've got more work to do, and we need the right talent on board to help with our mission of serving churches with tomorrow's technology.

As a Financial Support Specialist at ACST, you will join a staff of talented, enthusiastic, tech savvy customer service representatives that offer superior technical support to over 50,000 clients world-wide. You should be passionate about making a difference, and helping faith-based non-profit organizations.

Each Financial Support Specialist is a valued member of one or more teams supporting a wide range of software solutions. Team members are expected to provide excellent customer service utilizing the extensive training we provide & the experience you've accumulated to meet the Client's needs. You should be able to quickly and accurately provide step-by-step instructions when clients call with “how-to” questions; and on the very next call, be able to troubleshoot a problem that has stumped a church's IT staff - all while maintaining a patient & professional demeanor. The goal is for the client to say “WOW” when the interaction is complete.
You might be the right person if:


You love working with people. You love technology. You love troubleshooting and problem solving. You can't believe there's a job that allows you to do them all at the same time. You have a strong customer service background. You have strong Accounting/Financial knowledge that includes an understanding of Double-entry Fund Accounting Principles, Procedures, and Reconciliations. You have an understanding of accounting programs (e.g.Quickbooks), bank reconciliations, payroll processes, and Chart of Accounts. You like to try out new technologies, and figuring out how they work. You consider yourself a techie. Your friends consider you a techie. You don't mind working from home and communicating with teammates remotely. Your friends and family call you when they break their computers. You know if you hear someone talking about “the cloud”, they may not be referring to the fluffy white things in the sky. You can name more than one Internet Browser and more than one Operating System. You know what networking is and you access, copy and modify files on other computers on a network. You have mad communication skills - written and oral.


Why You Want to Work Here:


A starting hourly rate of $15.50+ with opportunities for career advancement Outstanding benefits package, including 6% 401(k) match Free Wellness Clinic staffed by a Nurse Practitioner A caring, friendly remote work environment The opportunity to positively impact ministries


We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.



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This position builds and maintains relationships and has regular interaction with senior management, sales relationship managers and business people in the US Funds, Institutional, Global Liquidity, Separately Managed Account businesses. In addition to legal and compliance personnel within the lines of business supported by JPMII and JPMDS.
Contract Administration : Oversight of the standard contract and governance process; ownership of the bespoke/negotiated contracts, mainly Commingled and Global Liquidity; information resource to legal, line of business senior management, sales and service teams in Funds impacted by the contract process; Governance/Controls : Maintain central records for all contracts and respective fee arrangements with financial intermediaries; includes accountability for data integrity and oversight of contract management tool. Maintenance and ownership of department contract procedures. Relationships: Partner with internal legal - running the weekly meeting, manager, compliance, invoice team, product, sales management and management of other functional areas to coordinate effective, fluid and timely management of the contract negotiation process. Decision Making: Expected to make decisions concerning the day-to-day operation of the various entities, exercise good judgment and escalate issues appropriately. Client Support : Anticipate the needs of clients and work to consistently meet or exceed those needs, will require regular interaction with senior level personnel at the Funds' distribution partners. Sales Support: Work independently or in coordination with internal sales team to address client inquiries and respond to information requests. Subject matter expert : Become the agreement expert; fully understand how J.P. Morgan Funds conducts business across various sales channels and client segments.



Qualifications / Preferred skills


Bachelor's degree required - preference given to business-focused disciplines. Prior experience in asset management, compliance, or legal required. Strong time management and organization skills; able to maintain a high quality of work a in a deadline driven environment. Motivated self-starter and client service focused who can work independently and effectively contribute to a team environment. Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities, Must possess continuous process improvement mindset and ability to influence change and increase collaboration throughout the organization. Demonstrate solution-oriented behaviors and lead initiates to enhance processes. Excellent communication and presentation skills - i.e. able to deliver messages and contractual positions clearly in a client-friendly way and succinctly and tailor approach depending on target audience (internal and external stakeholders). FINRA Series 6 or 7 strongly preferred. Strong word, spreadsheet, power point, database and reporting skills.


JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans

• Our NYLIC University training program, designed to provide career-long support and growth for those interested in the management career path.
• The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales.
• Our Advanced Planning Group, Eagle Strategies** for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents, are three highly-skilled teams providing advanced markets support.
• Dedicated underwriters who work diligently on cases.
• Committed managers who are dedicated to helping you succeed.
• A team of highly-trained and experienced product consultants to support your client acquisition needs.
• Significant income potential.
• Competitive benefits.

We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list.

We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). *Source: Independent Third Party Ratings Reports as of 7/30/18. For 65 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

* Securities are only offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA.SIPC), a Licensed Insurance Agency. NYLIFE Securities is a New York Life company. The financial strength ratings do not pertain to securities.

** Eagle Strategies LLC is a registered investment adviser and Financial Advisors affiliated with Eagle Strategies can provide fee based financial planning and assets under management services. Eagle Strategies is a New York Life company.

New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity