Overview
This role supports business services and reporting operations by assisting with client report requests, reconciling credit cards, and maintaining accurate back-office records. The position works closely with the Senior Manager, Business Services and Reporting Analysts to help deliver timely, accurate outcomes for clients.
Responsibilities
- Complete credit card reconciliations for clients while coordinating with agents and account managers to obtain required information and meet deadlines
- Serve as the primary point of contact for assigned clients’ ad hoc and routine reporting requests
- Produce customized reports using Grasp and Excel, in collaboration with Reporting Analysts
- 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 develop relationships with people of different experiences and skillsets
- Knowledge of Trams/Tres is preferred
- Excellent communication and interpersonal skills
- Bookkeeping background helpful
- Microsoft Office Suite experience
- Positive, customer-centric attitude
- Strong ability to take guidance, meet deadlines, and collaborate with others
- Basic Excel skills, including sum formulas and formatting
Compensation & Benefits
- Competitive salary, commensurate with experience, plus a generous benefits package including:
- Medical, dental, vision, life, and disability insurance
- Paid time off
- 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
Not specified in the provided job description.