Client Services Support Specialist - Affordable Housing

Client Services Support Specialist - Affordable Housing

At Eisner Amper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the Eisner Amper experience is one‑of‑a‑kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.

The Client Services Support Specialist provides hands‑on support to Affordable Housing Advisory Services (AHAS) client engagements, with primary responsibilities focused on preparation, coordination, and delivery of engagement work products. The role is designed to be client‑facing and billable, partnering closely with Partners, Managers, clients, lenders, and attorneys to keep projects and monthly construction draws moving efficiently. The specialist is detail‑oriented, proactive, and able to manage multiple engagements in a fast‑paced environment.

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
• You will have the flexibility to manage your days in support of our commitment to work/life balance
• You will join a culture that has received multiple top "Places to Work" awards
• We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
• We understand that embracing our differences is what unites us as a team and strengthens our foundation
• Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

• Prepare monthly construction draw packages, including assembling required documentation, replacing signature pages, and confirming accuracy prior to submission.
• Maintain Smart Sheet trackers for draw status, receipt of required information, and submission dates.
• Retrieve and organize monthly bank statements, invoices, and supporting documentation for draw preparation.
• Save draw‑related documentation to the appropriate Case Ware binders and ensure orderly, searchable filing.

• Collect and coordinate due diligence items for project closings; manage follow‑ups with clients, lenders, and attorneys to meet closing timelines.
• Add received documentation to Case Ware binders and maintain version control and completeness.
• Assist with closing checklists and deliverables to align with lender and agency requirements.

• Track monthly Adjusting Journal Entries (AJEs) related to development activity, including receipt and submission dates.
• Coordinate with internal accounting teams to ensure AJEs are processed, documented, and reflected in engagement files.
• Support preparation of lender or investor reporting packages as requested within the scope of the engagement.

• Manage client‑facing communications related to draw cycles, closing timelines, and engagement deliverables, ensuring timely responses and proactive updates.
• Monitor shared AHAS mailboxes for engagement activity; route requests, save artifacts to Case Ware, and track resolution to maintain operational transparency.
• Assist Partner with email due to large volume of requests, communications and correspondence.
• Partner with engagement leaders to set expectations, request documents, and coordinate meetings to keep work progressing.

• Draft engagement letters and coordinate approvals consistent with Firm standards.
• Review WIP reports to recommend appropriate progress billing; attach invoices to draw packages as needed.
• Follow up on outstanding receivables and maintain concise collection notes aligned to engagement activity.

• 2+ years in a client services, administrative, or legal support role within professional services, accounting, construction, or affordable housing.

• Technology:
  Proficiency with Microsoft Office (Outlook, Word, Excel), Smart Sheet, and document management…