Client Process Representative

IC System; Saint Paul (MN); Hybrid; USD 22,000 - 29,000; Full time

Job summary

IC System in Minnesota is seeking a Client Process Representative to support our highest revenue-generating clients with proactive service, timely communication, and accurate delivery of client needs. You will manage assigned accounts and work across departments to ensure exceptional support.

The role requires 1–3 years in client services, strong written and verbal communication, and proficiency with Salesforce and Microsoft Office.

Qualifications

• 1–3 years of experience in client services or a related customer-facing role.
• Familiarity with reporting and data management.
• Proficiency with CRM tools such as Salesforce and Microsoft Office.
• Strong written and verbal communication with professionalism and empathy.

Responsibilities

• Generate daily, weekly and monthly reports to meet client deadlines as required.
• Answer client inquiries regarding products, services, operational processes, and billing.
• Work with account managers on processes and compliance.
• Monitor trends and alert management of any changes.
• Provide client service and support to deliver accurate information and updates.

Skills

Client services

Communication skills

Problem solving

Data management

Tools

Salesforce

Microsoft Office

Job description

Company Overview

IC System is a privately held accounts receivable management firm founded in 1938 on the principle of ethical collection practices. Now in our third generation of family ownership, our purpose is “Making Collections Better.” This simple statement guides every decision our leaders make and influences every interaction we have with consumers, our clients, our industry, and our community.

Job Summary

IC System is seeking a Client Process Representative to help support our highest revenue-generating clients. In this role, you will be assigned clients, ensuring exceptional service, timely communication, and accurate delivery of client needs. This position requires a proactive approach, attention to detail, and the ability to work collaboratively across multiple departments.

Location

Initial training will take place on-site at our office location in Vadnais Heights, MN. Following training, this position is primarily remote, with required on-site attendance once per month for a company-wide office day.

Compensation

$18.50 per hour

Key Responsibilities

• Generate daily, weekly and monthly reports to meet client deadlines as required.
• Utilize company resources to answer client inquiries regarding products, services, operational processes, and billing
• Work with account managers on processes and compliance.
• Monitor trends and alert management of any changes.
• Client Service and Support
  • Communicate with clients through any of the following means: email, phone call, web portal or chat and provide accurate information towards a clients’ questions or concerns.
  • Provide account level updates including but not limited to balance updates, withdrawals, verifying account information, process improvement, audits, and account reconciliations.
  • Deliver required reports and information in a timely manner while providing accurate information to clients.
  • Ensure patience and empathy while handling client inquiries, complaints, and requests professionally.

Qualifications

Required Skills and Experience:

• Experience:
  • 1-3 years of experience in client services or a related customer-facing role.
  • Familiarity with reporting and data management.
• Technical Skills:
  • Proficiency with CRM tools such as Salesforce and Microsoft Office Suite (Excel, Word, and Outlook).
  • Ability to navigate internal systems and databases efficiently.
• Communication Skills: Strong written and verbal communication skills with an emphasis on professionalism and empathy.
• Problem-Solving: Proven ability to resolve issues independently and collaborate effectively with team members.

Preferred Skills

• Experience in the accounts receivable or financial services industry.