Client Services Specialist

Essential Duties and Responsibilities:

Responsible for reviewing agreements, payee schedules, W-9s, ACH, Warehouse and all necessary documentation
Review and store all documentation, correspondence and rate information in a designation location as instructed by company policy
Responsible for assigning dealer identification numbers
Set up dealer information in the administrative systems and review data for accuracy
Contact the menu providers to coordinate account implementation
Create and distribute dealer enrollment forms to all vendors
Audit vendor rate sheets and proof information
Manage the Master Dealer List
Follow-up with agents, reps and vendors on various issues
Review and track shipments
Create rate cards and manage appropriate filing system
Must be organized and detailed to handle and multi-task projects by the required deadlines
Ability to create and develop professional relationships with internal and external customer
Must thrive in a fast-paced environment and be able to work independently and as a member of a team
Works with internal and external contacts to resolve issues
Special projects as assigned by immediate supervisor

Requirements
High school diploma or GED and 2-3 years’ experience working in a professional business environment required
Bachelor’s Degree in Business preferred
Experience with database systems required
Working knowledge of the basics of computer and email a must
Proficient with MS Office applications
Advanced Excel skills required (Vlookups, xlookups, pivot tables), VBA knowledge a plus
Understanding of business entity structures and tax classifications
Accounting/Finance background. Knowledge of accounting/finance terminology and concepts
Ability to work in Adobe PDF
Demonstrated auditing/reviewing skills
Excellent English communication skills with the ability to speak and write clearly and informatively and able to read and interpret information.
Spanish speaking preferred but not required
Must be able to work overtime as requested