Associate Account Manager

Associate Account Manager

The Associate Account Manager supports the Account Managers with a variety of tasks including, but not limited to the following: vendor service orders & client-specific projects; updating and maintaining a database of Managed Services data; reviewing and managing monthly billing processes; being the primary point of contact for billing queries from Finance and outside vendors including vendor invoice reconciliation; some project management with supervision.
Responsibilities:
Perform monthly reconciliation of vendor invoices including follow up on credits
Prepare monthly billing and reconciliation for all FIX network invoicing
Create monthly invoices in Excel format for high priority clients
Interface with Finance and legal departments on questions related to monthly billing/invoicing; investigate customer and vendor invoicing issues; and answer general customer questions related to said billing/invoicing
Perform extensive database testing prior to or following patches or upgrades
Update database and ensure accuracy of database information and documentation on a monthly basis
Prepare reports and create spreadsheets for various service-related statistics for internal use as well as for external use by clients as needed
Prepare reports and create spreadsheets to track and report on vendor performance
Perform general e-mail communications related to updated support documents or outages or as needed
Upload all broker templates to database and confirm accuracy of billing information
Support Account Managers on all annual audits
Create passwords and user names for client portal access
Additional support tasks as assigned such as scanning and copying
Requirements:
Bachelors degree in Business, Finance, or equivalent field of study
1-2 years customer service experience in a technology related environment; experience with FIX networks a plus
Ability to work in a customer service and operations support environment
Ability to partner with team members and various internal departments to deliver superior customer service
Superior attention to detail for accuracy with database information management and with invoicing
Comfortable with technology, including Microsoft Office and databases
Familiarity with accounting/invoicing procedures
Strong organizational skills with attention to detail and accuracy
Excellent customer service skills and interpersonal, verbal and written communication skills
Familiarity with networks, managing database information, and accounting/invoicing procedures

#J-18808-Ljbffr