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Client Services Associate

CaskX

We are seeking a detail-oriented and proactive Client Services Associate to join our team. This role focuses on supporting our clients by managing accounts receivable and ensuring timely follow-up on outstanding paperwork. The ideal candidate will have strong customer phone etiquette, along with experience or familiarity in accounts receivable, order management, ERP, and CRM systems, and will thrive in a fast-paced, client-focused environment. Key Responsibilities Manage accounts receivable, including tracking client payments and following up on overdue balances Follow up with clients regarding outstanding paperwork, ensuring all required documentation is received on time Maintain a strong understanding of the order management lifecycle, including order processing and related tasks as needed Maintain accurate and up-to-date client records in CRM and ERP systems Provide responsive, professional support to client inquiries via phone and email Collaborate with internal teams to ensure smooth client onboarding, order processing, and account management Generate reports and provide updates on receivables, orders, and outstanding documentation as needed Qualifications Previous experience in client services, accounts receivable, or sales administrative support preferred Proven knowledge of Excel, ERP systems, CRM platforms, and order management processes Understanding of the order management lifecycle, with the ability to ensure accuracy, anticipate needs, and proactively address issues Strong organizational skills, attention to detail, and ability to think ahead Ability to prioritize tasks and manage deadlines effectively Positive, professional, and customer-focused attitude #J-18808-Ljbffr

Vacancy posted 3 days ago
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