What are the responsibilities and job description for the Accounts Receivable/ Client Support Specialist position at TriMech?
DUTIES AND 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
- Assist with billing clients on various vendor portals.
- Assist in any way necessary to help with the invoicing and collection of clients.
- Handle additional tasks as requested by the Accounts Receivable Supervisor
REQUIREMENTS
- 2-4 years' experience in accounts receivable and/or collections role
- 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.
