Overview
This role supports Business Services and reporting activities for client accounts. Responsibilities include assisting with ad hoc and routine reporting requests using internal systems/tools, reconciling credit cards on behalf of clients, and working closely with the Senior Manager, Business Services and Reporting Analysts to help ensure timely, accurate outcomes.
Responsibilities
- Complete credit card reconciliations for clients while working with agents and account managers to obtain needed information and meet deadlines
- Serve as the primary point of contact for assigned clients’ ad hoc and routine reporting requests
- Work with Reporting Analysts to produce customized reports using Grasp and Excel
- Update back-office data to ensure accuracy
- Maintain basic tracking of reporting requests, reconciliation status, and outstanding items
- Use company-approved AI tools to support routine tasks while verifying outputs and protecting confidential information
Requirements
- Ability to take guidance, meet deadlines, and collaborate effectively with others
- Excellent communication and interpersonal skills
- Microsoft Office Suite experience
- Basic Excel skills, including sum formulas and formatting
- Positive, customer-centric attitude
- Bookkeeping background helpful
- Knowledge of Trams/Tres is preferred
- Ability to develop relationships with people of different experiences and skillsets
Compensation & Benefits
- Competitive salary, commensurate with experience, and a benefits package including medical, dental, vision, life, and disability insurance, paid time off, and a 401k plan
- Hiring Rate Minimum: $42,750 annually (minimum will not fall below the applicable State/local minimum salary thresholds)
- Hiring Rate Maximum: $57,000 annually
Location
- Hourly rate and compensation are set in line with local hiring requirements and may vary based on location and job-related qualifications, knowledge, skills, and experience.