Client Service Representative

The Client Service Representative - Collections manages client accounts, supports timely payment resolution, and provides professional service throughout the collections process. This role combines clear communication, account analysis, and careful compliance with applicable financial regulations and consumer protection laws. Your impact: By resolving account questions and arranging appropriate payment solutions, you help clients understand their obligations while supporting accurate receivables.

Responsibilities

• Contact clients by phone and other approved channels to discuss outstanding balances, answer questions, and document interactions.
• Manage collections accounts, review account activity, reconcile payments, and investigate discrepancies.
• Use respectful negotiation and debt collection practices to identify suitable resolution options.
• Maintain accurate records and handle confidential information in accordance with financial compliance requirements.
• Coordinate with internal teams on billing, accounts payable inquiries, medical collections, and revenue cycle management matters.

Requirements

• Experience in customer service, collections account management, debt collection, or client communication; accounting and finance experience is preferred.
• Knowledge of accounts receivable, accounting, financial concepts, debits and credits, account reconciliation, and basic math.
• Familiarity with consumer protection laws, financial regulatory compliance, and industry financial regulations.
• Strong phone etiquette, phone communication, typing, and negotiation skills; telemarketing experience is helpful.
• Proficiency with Microsoft Office, including Excel data analysis, and familiarity with financial or accounting software; ability to analyze accounts and learn relevant systems.