Client Account Associate

alliantgroup
Houston, TX
Category Accounting
Job Description
As a Client Account Associate, you will ensure that all clients receive exceptional service throughout their engagement with our firm. You will be responsible for client outreach on receivables and help create solutions to resolve client questions.

Requirements

  • Collaborating with internal departments and fostering 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

Benefits

  • 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
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