Associate Account Manager

A staff position for supporting the Account Managers with vendor service orders & client-specific projects; updating and maintaining database of Managed Services data; reviewing and managing monthly billing processes; being 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:
  • 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
Qualifications:
  • Bachelor’s degree in Business, Finance, or related
  • 1 – 2 years customer service experience in a technology related environment; experience with FIX networks a plus
  • 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

Please send resumes to recruiting@crd.com