Client Account Associate

Responsibilities

• Collaborate with internal departments and foster an environment of teamwork
• Create organic Raving Fans by delivering an A+ client experience
• Conduct research to provide solutions for issues concerning client billing
• Provide feedback and share ideas/suggestions to raise the bar of excellence
• Create solutions for client questions/issues
• Use proven strategies to contact clients via telephone to reconcile outstanding receivables
• Document client calls and suggest next action items to internal Business Development Team
• Introduce clients to our various service lines and how they could benefit their business
• Create account reconciliations for services rendered on projects
• Identify when escalated measures and/or negotiations are necessary
• Collect tax documents from clients to assist with Internal Revenue Service (IRS) inquiries

Qualifications

• Bachelor's degree (preferred in Business Management or Accounting)
• Prioritized 1-2 years of related client service experience
• Proficiency in Microsoft Office Suite (especially strong Excel skills) and other relevant software applications
• Strong analytical skills to help develop potential solutions for complex issues
• Excellent verbal and written communication skills
• Able to diffuse escalated situations with clients, maintaining a professional and calm demeanor
• Able to prioritize work and manage multiple tasks with a high client volume
• Able to work effectively both as a team and independently
• Ability to analyze issues, think critically, find solutions, and use escalated tactics concerning late payments or disputes
• Detail oriented with strong organizational skills
• Internal passion and drive for self-investment
• High sense of urgency with the ability to meet deadlines, achieve monthly/quarterly goals, and adapt to changing priorities
• Receptiveness to performance feedback within a team environment is essential

Benefits

• Comprehensive compensation and benefits package including 100% employer paid medical/dental premiums for single coverage for some options
• 401(k) matching
• PTO
• Company provided life insurance and disability
• Onsite gym and group exercise classes
• Paid covered parking
• Daily allowance for onsite café and Starbucks