Financial Client Service Representative

POSITION SUMMARY

The Financial Client Service Representative is responsible for supporting the ASO Finance Department. This position is to serve as the point of contact for ASO Clients, Account Management and Client Executives to assist and respond timely to inquiries in a professional manner.  Additional responsibilities include scheduling of transactions associated with claim funding, administrative billing or stop loss. This role will have in-depth knowledge of all TPA/ASO Client Financial Operations transactions and workflows.

ESSENTIAL FUNCTIONS

• Act as the liaison between the client/broker and various Allied departments supporting ASO Financial Operations.
• Provide communication to clients and brokers regarding financial transaction resolution, reporting and industry-related information.
• Provide follow up to renewal/month-end strategies to close out open check registers.
• Work with and foster relationships with other internal teams such as Account Management, Stop Loss, Eligibility and Treasury.
• Daily management of ASO Finance RFA and associated tasks.
• Implementation support and requirements for ASO Finance departments
• Financial Reporting Requests
• Auditing of ASO Finance transactions and client support
• Work on special projects, duties or tasks as assigned.

EDUCATION

• Bachelor's degree in accounting or finance or relevant work experience required

EXPERIENCE AND SKILLS

• 3-5 years of experience in finance-based role
• High attention to detail and accuracy required
• Must be able to work in a high growth environment and have ability to scale
• Intermediate to Advanced Microsoft Office skills
• MS Access background preferred
• Medical Claims experience preferred
• Excellent verbal and written communication skills
• Excellent organizational skills and attention to detail
• Excellent time management skills with a proven ability to meet deadlines
• Strong analytical and problem-solving skills
• Ability to multitask and handle varying assignments. 
• Ability to prioritize tasks and to delegate them when appropriate. 
• Ability to function well in a high-paced and at times stressful environment. 

POSITION COMPETENCIES 

• Communication
• Customer Focus
• Accountability
• Functional/Technical Job Skills

PHYSICAL DEMANDS

• This is an office environment requiring extended sitting and computer work.

WORK ENVIRONMENT  

• Remote

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