alliant
consulting
ClientAccountAssociate
Neural analysis suggests this role is
optimal for Entry candidates.
“Client Account Associate at alliant. Skills: Client Service, Account Reconciliation, Receivables Collection. Ensure clients receive exceptional service. Client outreach on receivables”
What You'll Achieve.
Meet/exceed individual and departmental goals and objectives; Create organic Raving Fans by delivering an A+ client experience
Industry & Context.
analytical skills to help develop potential solutions for complex issues; Ability to analyze issues, think critically, find solutions
Must reside or relocate to Houston, TX
What They're Looking For.
Must Have
Bachelor's degree, analytical skills, Excellent verbal and written communication skills, Ability to diffuse escalated situations with clients, maintaining a professional and calm demeanor, Able to prioritize work and manage multiple tasks with a high client volume, Ability to work effectively both as a team and independently, Ability to analyze issues, think critically, find solutions, and use escalated tactics concerning late payments or disputes, Detail oriented with organizational skills, High sense of urgency with the ability to meet deadlines, achieve monthly/quarterly goals, and adapt to changing priorities, Receptiveness to performance feedback within a team environment is essential, Candidate must reside or relocate to Houston, TX
Nice to Have
Business Management or Accounting degree, 1-2 years of related client service experience
What You'll Do.
Ensure clients receive exceptional service
Client outreach on receivables
Create solutions to resolve client questions
Meet/exceed individual and departmental goals
Collaborate with internal departments
Foster an environment of teamwork
Create organic Raving Fans
Deliver an A+ client experience
Conduct research for client billing issues
Provide feedback and share ideas
Create solutions for client questions/issues
Contact clients via telephone
Reconcile outstanding receivables
Document client calls
Suggest next action items
Introduce clients to service lines
Create account reconciliations
Identify escalated measures
Collect tax documents
How You'll Work.
Team & Collaboration
Collaborating with internal departments; Fostering an environment of teamwork; Work effectively as a team
Communication Scope
Excellent verbal and written communication skills
Full 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. This role requires a tenacious individual with a growth mindset, capable of adapting to change and working through obstacles. You will be expected to meet/exceed individual and departmental goals and objectives set forth. High performance in this role will lead to further growth opportunities within alliant. As a national premier consulting firm, alliant is focused on providing solutions to help businesses transform and thrive. alliant offers six different service lines to our clients. This role is within our Accounting department, which supports all service lines across the organization. **Responsibilities:** * 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 **Qualifications:** * Bachelor's degree (preferred in Business Management or Accounting) * Preferred 1-2 years of related client service experience * Proficiency in Microsoft Office Suite (especially strong Excel skills) and other relevant software applications * Strong
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