Client Account Associate

Alliantgroup • Houston, TX

6d

About The Position

The Client Account Associate ensures that clients receive exceptional service throughout their engagement with alliant. The role conducts outreach regarding outstanding receivables, researches billing concerns, and develops solutions to resolve client questions and issues. It calls for a tenacious person with a growth mindset who can adapt to change, work through obstacles, and meet or exceed individual and departmental goals. Strong performance may lead to further growth opportunities within alliant.

The position is part of the Accounting department, which supports all six of alliant’s service lines across the organization. The associate collaborates with internal teams, helps clients understand the firm’s services, reconciles project accounts, and supports responses to Internal Revenue Service inquiries by collecting tax documents. The candidate must reside in or relocate to Houston, Texas.

Requirements

• Bachelor’s degree; a degree in Business Management or Accounting is preferred.
• 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.
• Ability to diffuse 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 orientation and 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 in or relocate to Houston, Texas.

Nice To Haves

• Preferred 1–2 years of related client service experience.

Responsibilities

• Collaborate with internal departments and foster an environment of teamwork.
• Deliver an A+ client experience and create “Raving Fans.”
• Research issues concerning client billing and provide solutions.
• Provide feedback and share ideas and suggestions to raise the bar of excellence.
• Create solutions for client questions and issues.
• Use proven strategies to contact clients by telephone and reconcile outstanding receivables.
• Document client calls and suggest next action items to the internal Business Development Team.
• Introduce clients to the firm’s service lines and explain how they may 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 inquiries.

Benefits

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

What This Job Offers

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