Accounts Receivable/Client Support Specialist

TriMech Solutions, LLC•Glen Allen, VA

39d

About The Position

The Accounts Receivable/Client Support Specialist position is a cross functional role that will assist in invoicing, collections and resolving client issues. This position is expected to closely monitor the aging of accounts receivable and initiate appropriate steps to facilitate collection of invoices from clients and ensure that all client accounts are reconciled, kept current and paid within payment terms. The position also consists of a variety of financial, clerical, and administrative duties including, but not limited to preparing data entry and resolving routine problems. This position interacts regularly with both external and internal customers. This person will work with under the direct supervision of the Accounts Receivable Supervisor.

Requirements

At least 2-4 years' experience in accounts receivable and/or collections role
In the accounts receivable world, understand what credits and debits are; their affect on client's payment history
Strong customer service skills
Ability to work within a team to troubleshoot problems and come up with solutions
Comfortable speaking on the phone with clients in respectful and courteous manner.
Act with a sense of urgency to address client issues and questions.
Comfortable with tactfully discussing collection issues with clients.
Ability to take initiative and work proactively.
Strong problem-solving and analytical skills, quick thinking
Strong verbal and written communication skills.
Strong interpersonal skills.
Ability to work independently, resourcefully seek answers, and remove obstacles.
Ability to work collaboratively in a team environment.

Responsibilities

Researches and investigates client account issues, and monitors accounts as appropriate
Reconciles and sends out statements of account to clients and ensures that all information appearing on them is accurate and complete.
Respond to client inquiries in an accurate and timely manner.
Monitors, controls and resolves non-payments, delayed or delinquent payments, and other anomalies
Responds to inquiries and researches and resolves problems related to client-related transactions
Submits credit memo and client refund requests for processing as needed
Monitors A/R holds on customer accounts
Identify errors or discrepancies and resolve before processing
Work with Client Support team to support requests.
Address a variety of issues on a daily basis that come to the team both internally and externally.
Assist with any onboarding of new clients. This may include completing various set-up forms, completing reps and certs or provide banking information.
Assist with processing credit card payments.
Collect tax exemption forms from clients; updating client records
Collect on past due invoices.
Assist in any way necessary to help with the invoicing and collection of client balances.
Handle additional tasks as requested by the Accounts Receivable Supervisor