Overview
We are seeking a detail-oriented and customer-focused Customer Account Manager to join our dynamic team. In this role, you will be responsible for managing client accounts, ensuring accurate financial transactions, and providing exceptional customer service. The ideal candidate will have strong analytical skills, proficiency in accounting software, and excellent communication abilities to foster positive relationships with clients and internal teams. This position offers an opportunity to contribute to the financial health of our organization while supporting our clients' needs through effective account management.
Duties
- Manage and maintain client accounts, including account reconciliation and analysis to ensure accuracy.
- Handle accounts receivable and accounts payable processes efficiently using accounting software.
- Perform data entry related to customer transactions, payments, and account updates with high accuracy.
- Conduct account analysis to identify discrepancies or potential issues and resolve them promptly.
- Engage with clients via phone and written communication, demonstrating professional phone etiquette and negotiation skills.
- Collaborate with internal teams to resolve billing issues, process payments, and ensure timely account settlements.
- Prepare reports on account status, financial data, and analysis findings for management review.
- Assist in process improvements related to financial services and account management procedures.
Requirements
- Proven experience in accounting, accounts receivable/payable, or financial services roles.
- Proficiency with accounting software and data entry systems.
- Strong analysis skills with attention to detail for account reconciliation and account analysis tasks.
- Excellent negotiation and customer service skills to effectively manage client relationships.
- Good math skills for accurate calculations and financial data interpretation.
- Effective communication skills with professional phone etiquette.
- Ability to perform detailed data entry accurately under deadlines.
- Strong organizational skills with the ability to analyze multiple accounts simultaneously.
This role is vital in maintaining the integrity of our financial operations while delivering exceptional service to our clients. We value proactive individuals who are committed to accuracy, professionalism, and continuous improvement within a collaborative team environment.
Pay: $60,000.00-$120,000.00 per year
Benefits:
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care
Education:
- Secondary School (preferred)
Experience:
- Customer support: 1 year (preferred)
Work Location: In person
