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