Client Account Coordinator
Job Summary
The Client Account Coordinator is responsible for accounting administrative functions, specifically focusing on collections and accounts receivable. This role acts as a primary contact for billing inquiries, maintaining customer relationships, and resolving payment issues. It is a full-time, 100% remote position based in the Kansas City area.
Responsibilities
- Manage AR balances and collections
- Resolve billing inquiries and escalated issues
- Perform account reconciliations
- Maintain customer banking information
Required Skills
- 2+ years accounting/AR experience
- 2+ years customer service experience
- Intermediate MS Excel proficiency
- Strong problem-solving and communication
Job Details
Responsibilities:
- Research and contact customers on accounts receivable balances on a daily basis via phone and email to obtain payment and negotiate a payment plan when necessary.
- Act as a subject matter expert for billing and AR by providing timely and accurate responses to escalated issues/questions from both the local office and customers.
- Identify customers that are in a risky position and provide problem resolution when needed.
- Pro-actively escalate problem accounts to AR Supervisor, AR Manager, and group Finance Managers based on risk/equity position, amount of past due and bad debt impact.
- Complete detailed account reconciliations and apply payments to ensure all rules of asset backed financing are followed.
- Perform account maintenance in PeopleSoft AR in compliance with accounting policies.
- Partner with other departments and local offices to research and process billing and accounting transactions.
- Review, research, and clear AR balance sheet accounts.
- Manage banking information of customers for automatic and manual electronic funds transfers.
Qualifications:
- Must currently live in Kansas City, KS/MO area.
- Minimum 2 years accounting, billing or AR experience.
- Minimum 2 years customer service experience.
- Accounting Software knowledge preferred (Quickbooks, PeopleSoft Financials, etc).
- Some college coursework in Accounting or Business preferred.
- Intermediate proficiency with MS Excel.
- Must have the ability to meet all work from home technical requirements.
- Must be authorized to work in the United States and not require work authorization sponsorship by our company for this position now or in the future.
Competency Based Qualifications:
- Ethics & Values, Executing, Customer Service, Detail-Oriented, Problem Solving, Communication, Resilience.
Work from Home (WFH) Requirements:
- Terrestrial cable or fiber internet connections are strongly preferred. Satellite internet connections are not supported.
- High-speed Internet connection with a minimum validated upload speed of 5Mb and download speed of 25Mb is required.
- Connection latency must be less than 100ms.