Client Account Management / Administrative Assistant

Insight CPAs & Financial, PLLC; St. Louis (MO); On-site; Full time

Job summary

A leading accounting firm is seeking a Client Account Management / Administrative Assistant to liaise with clients about billing and collections. This full-time position focuses on communication and creating relationships with clients while maintaining accurate records and supporting billing processes. Ideal candidates will have strong customer service skills and proficiency with MS Office and accounting software.

Benefits

Paid time off

401k

Health care insurance

Flex plan for medical and childcare

Short-term disability

Long-term disability

Life insurance

Qualifications

• Professional customer service skills are essential.
• Ability to manage multiple accounts simultaneously is necessary.
• Detail-oriented and organized candidate preferred.

Responsibilities

• Act as key liaison for client billing inquiries and payment coordination.
• Monitor outstanding accounts and follow-up professionally.
• Maintain detailed records of client communications and account histories.

Skills

Interpersonal skills

Customer service

Attention to detail

Organizational skills

Communication skills

Adaptability

Tools

MS Office

Zoom

Accounting software

Job description

Client Account Management / Administrative Assistant

Client Account Management / Administrative Assistant

1 week ago Be among the first 25 applicants

Job Title: Client Account Management / Administrative Assistant

Location: Decatur, IL

Job Type: Full-time

Department: Administrative

Reports To: Client Coordinator/Administrative Supervisor

The Role

We are seeking a proactive and detail-oriented Client Account Management / Administrative Assistant to act as the key liaison between our billing team, collection agents, and clients. This role is essential to ensure smooth communication regarding invoices, payments, and account status while maintaining positive client relationships. There is a focus on communication in this position rather than “collection calls”. The ideal candidate has a strong background in billing coordination, collections, and client service.

Responsibilities:

• Serve as the main point of contact for client billing inquiries and payment coordination.
• Work closely with the billing department to ensure invoices are accurate, timely, and aligned with engagement terms.
• Monitor outstanding accounts and follow up on past-due balances professionally.
• Communicate with clients regarding payment terms, overdue balances, and resolve disputes or discrepancies quickly and diplomatically.
• Maintain detailed records of client communications, payment agreements, and account histories.
• Track accounts receivable aging and generate regular reports for internal teams.
• Assist with developing and implementing billing and collections policies that promote efficiency and client satisfaction.
• Ensure a high level of client satisfaction while maintaining firm policies on billing and collections.
• Educate clients on payment methods, billing cycles, and any updates to financial procedures or terms of service.
• Function as part of the administrative team by supporting in organization of client details and project workstreams.
• Additional duties could consist of answering/directing phone calls, data entry, check writing, copying/scanning, file maintenance, assembling tax returns and other projects when available.

Qualifications:

• Strong interpersonal and customer service skills with the ability to handle sensitive financial conversations professionally.
• High attention to detail and ability to manage multiple client accounts simultaneously.
• Excellent organizational and communication skills, both written and verbal.
• Knowledge of general accounting, billing practices, office management systems and procedures.
• Adaptable to change.
• Proficiency with MS Office + Zoom.
• Familiarity with accounting or practice management software preferred

Pay Range: $20-25 an hour; Full time (35-40 hours per week)

Company Culture / Who We Are:

• A company culture built on life-long learning and continual growth.
• We have fun! We are excited about what we do and enjoy helping people.
• Team members are driven to challenge themselves and deepen their expertise.

We work with clients throughout the United States. Our firm’s services include:

• Tax preparation
• Strategic tax planning
• Payroll
• Business valuation
• Forensic accounting
• Fraud investigation and prevention

Our administrative staff works in the Decatur office building and collaborates with our broader team via Zoom. This position is onsite at the Decatur office.

Benefits include paid time off, sick time, 401k, health care insurance, flex plan for medical and childcare, short-term disability, long-term disability, and life insurance.

If you are interested in this role, please submit a cover letter and resume to [e-mail].

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Accounting

Referrals increase your chances of interviewing at Insight CPAs & Financial, PLLC by 2x

Get notified about new Administrative Assistant jobs in St Louis, MO.

St Louis, MO $45,552.00-$56,336.00 3 days ago

St Louis, MO $55,000.00-$65,000.00 5 days ago

St Louis, MO $34,000.00-$44,000.00 6 days ago

St Louis, MO $45,500.00-$62,500.00 5 days ago

Greater St. Louis $90,000.00-$105,000.00 1 day ago

Administrative Assistant to the Upper School Principal

St Louis, MO $45,000.00-$54,000.00 1 week ago

St Louis, MO $2,500.00-$3,750.00 10 months ago

Administrative Assistant, Curriculum and Instruction Department

Administrative Assistant, Development Department

St Louis, MO $40,768.00-$52,416.00 4 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.