Client Account Associate

ALLIANT CYBERSECURITY; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical/dental

401(k) matching

PTO

Life insurance

Disability

Onsite gym

Group exercise classes

Paid parking

Job summary

alliantgroup in Houston, TX is seeking a Client Account Associate to deliver exceptional service during client engagements. You will manage outreach on receivables and craft solutions to resolve client questions, balance competing priorities, and support the Accounting department.

You will collaborate with internal teams, document calls, and escalate when needed. This role requires a growth mindset, strong Excel skills, and the ability to meet monthly goals in a fast-paced environment.

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 analytical skills to help develop potential solutions for complex issues
• 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 strong organizational skills
• Internal passion and drive for self-investment
• 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

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

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 analytical skills to help develop potential solutions for complex issues
• 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 strong organizational skills
• Internal passion and drive for self-investment
• 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

Benefits:

• 100% employer paid medical/dental premiums for single coverage for some options
• 401(k) matching
• PTO
• company provided life insurance
• company provided disability
• onsite gym
• group exercise classes
• paid covered parking
• and more!

Do Work That Matters. alliant alliantgroup, LP is currently experiencing explosive growth! As a national consulting firm focused on being the voice to the middle market, our mission is simple: Strengthening US businesses. How do we do this? We hire the brightest talent with the most diverse backgrounds who do work that matters. alliantgroup has been helping American businesses overcome the challenges of today to prepare them for the future. Our most sought after service has been helping companies identify and leverage the largest federal and state incentives available including ERC, R&D, and 179D. Our industry experts and four former IRS commissioners help our clients claim what they deserve. Learn more about how the R&D tax credit started and how you can do work that matters!