Client Account Associate

Alliantgroup • Houston, TX

1d

About The Position

The Client Account Associate ensures that clients receive exceptional service throughout their engagement with alliant. This role conducts client outreach on receivables and develops solutions to address client questions and issues. The successful candidate is tenacious, growth-minded, adaptable, and able to work through obstacles while meeting or exceeding individual and departmental goals. High performance may lead to further growth opportunities within alliant.

The position is part of alliant’s Accounting department, which supports the firm’s six service lines. As a national consulting firm, alliant provides solutions to help businesses transform and thrive.

Requirements

• Bachelor’s degree; a degree in Business Management or Accounting is preferred.
• Proficiency in Microsoft Office Suite, especially Excel, and other relevant software applications.
• Strong analytical skills to develop potential solutions for complex issues.
• Excellent verbal and written communication skills.
• Ability to defuse escalated client situations while maintaining a professional and calm demeanor.
• Ability to prioritize work and manage multiple tasks with a high client volume.
• Ability to work effectively both as part of 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 and ability to meet deadlines, achieve monthly and quarterly goals, and adapt to changing priorities.
• Receptiveness to performance feedback within a team environment.
• Must reside or relocate to Houston, Texas.

Nice To Haves

• One to two years of related client service experience.

Responsibilities

• Collaborate with internal departments and foster teamwork.
• Deliver an A+ client experience and create “Raving Fans.”
• Research and resolve issues concerning client billing.
• Provide feedback and share ideas and suggestions to raise the bar of excellence.
• Develop solutions to client questions and issues.
• Contact clients by telephone using established strategies to reconcile outstanding receivables.
• Document client calls and suggest next action items to the internal Business Development Team.
• Introduce clients to alliant’s service lines and explain how they could benefit their businesses.
• Create account reconciliations for services rendered on projects.
• Identify when escalated measures or negotiations are necessary.
• Collect tax documents from clients to assist with Internal Revenue Service (IRS) inquiries.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level