Accounts Receivable Specialist II
This position is based in our Westlake, OH office and will have a hybrid schedule after the training and probationary period.
Responsibilities & Duties
- Accurately assesses client fees in accordance with a fee schedule
- Initiates collection calls for outstanding fees
- Receives and responds to client communications regarding fees
- Efficiently processes fee payments via debit from account, check or credit card
- Reviews and processes fee waiver or refund requests to determine resolution
- Assists in daily balancing requirements as well as management reporting
- Responds to colleagues across the organization to resolve fee related questions
- Scans items to bank
- Maintains stored records of invoices and fee communications
- Follows assigned work schedule with regular and predictable attendance
- Performs other duties as assigned
Requirements
- Associate degree in Accounting, Finance, or related field; relevant work experience may be considered in lieu of a degree
- Financial Customer Service experience desired
- Collections experience preferred
- In person interaction that includes actively collaborating with colleagues and participating in team or company meetings
Skills
- Intermediate-level proficiency in Microsoft Office
- Decision Quality
- Business Acumen
- Resourcefulness
- Situational Adaptability
Work Environment
This job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools.
While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera. The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms. This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.