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