Client Services Associate

CaskX; Beverly Hills (CA); On-site; USD 45,000 - 60,000; Full time

Job summary

A client services company is seeking a Client Services Associate in Beverly Hills. The role involves managing accounts receivable, ensuring timely follow-up on client paperwork, and maintaining accurate records in CRM and ERP systems. Ideal candidates should have strong customer service skills and experience in order management and relevant software. This position offers a dynamic work environment focused on client satisfaction.

Qualifications

• Experience in client services, accounts receivable, or sales administrative support preferred.
• Understanding of ERP and CRM platforms.
• Strong organizational skills and attention to detail.

Responsibilities

• Manage accounts receivable and track client payments.
• Follow up on outstanding paperwork with clients.
• Maintain accurate client records in CRM and ERP systems.
• Provide professional support to client inquiries via phone and email.
• Collaborate with internal teams for smooth client onboarding.

Skills

Customer phone etiquette

Excel

ERP systems

CRM platforms

Order management processes

Organizational skills

Attention to detail

Proactive attitude

Job description

We are seeking a detail-oriented and proactive Client Services Associate to join our team. This role focuses on supporting our clients by managing accounts receivable and ensuring timely follow-up on outstanding paperwork. The ideal candidate will have strong customer phone etiquette, along with experience or familiarity in accounts receivable, order management, ERP, and CRM systems, and will thrive in a fast-paced, client-focused environment.

Key Responsibilities

• Manage accounts receivable, including tracking client payments and following up on overdue balances
• Follow up with clients regarding outstanding paperwork, ensuring all required documentation is received on time
• Maintain a strong understanding of the order management lifecycle, including order processing and related tasks as needed
• Maintain accurate and up-to-date client records in CRM and ERP systems
• Provide responsive, professional support to client inquiries via phone and email
• Collaborate with internal teams to ensure smooth client onboarding, order processing, and account management
• Generate reports and provide updates on receivables, orders, and outstanding documentation as needed

Qualifications

• Previous experience in client services, accounts receivable, or sales administrative support preferred
• Proven knowledge of Excel, ERP systems, CRM platforms, and order management processes
• Understanding of the order management lifecycle, with the ability to ensure accuracy, anticipate needs, and proactively address issues
• Strong organizational skills, attention to detail, and ability to think ahead
• Ability to prioritize tasks and manage deadlines effectively
• Positive, professional, and customer-focused attitude