alliantgroup
Client Account Associate
Houston, TX
Sponsorship not specifiedDetected 6 days ago
Business DevelopmentAccountingExcelResearchCommunicationOrganizational SkillsMicrosoft Office
About the role
- As a Client Account Associate, you will ensure that all clients receive exceptional service throughout their engagement with our firm.
- 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.
Responsibilities
- Create organic Raving Fans by delivering an A+ client experience
- Create solutions for client questions/issues
- Document client calls and suggest next action items to internal Business Development Team
- Create account reconciliations for services rendered on projects
- Collect tax documents from clients to assist with Internal Revenue Service (IRS) inquiries
Requirements
- Proficiency in Microsoft Office Suite (especially strong Excel skills) and other relevant software applications
- Ability to diffuse escalated situations with clients, maintaining a professional and calm demeanor
- 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
- High sense of urgency with the ability to meet deadlines, achieve monthly/quarterly goals, and adapt to changing priorities
- Strong analytical skills to help develop potential solutions for complex issues
- Excellent verbal and written communication skills
- Able to prioritize work and manage multiple tasks with a high client volume
- Detail oriented with strong organizational skills
- Internal passion and drive for self-investment
- Receptiveness to performance feedback within a team environment is essential
- Candidate must reside or relocate to Houston, TX
Nice to have
- Bachelor's degree (preferred in Business Management or Accounting)
- Preferred 1-2 years of related client service experience
Compensation
- alliant offers a comprehensive compensation and benefits package including 100% employer paid medical/dental premiums for single coverage for some options, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and
Benefits
- Introduce clients to our various service lines and how they could benefit their business
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This listing is sourced directly from alliantgroup's careers page and normalized into a canonical job model.