Credit Control Professional
1 week ago
About the Role
We are seeking an experienced Credit Controller to join our team at RSM. As a Credit Controller, you will play a crucial role in assisting Partners and portfolio holders in the prompt collection of the firm's debts, processing accounting data efficiently, and ensuring that internal and external clients receive a quality service in all respects.
Key Responsibilities
- Client Relationship Management
- Build and maintain strong relationships with internal and external clients to facilitate settlement of outstanding bills in line with terms of business.
- Deal with, escalate, and manage queries raised by clients through to conclusion.
- Debt Collection and Management
- Regular meetings and calls with Partners, portfolio holders, and other stakeholders to agree actions and responsibilities.
- Daily maintenance and noting of debtor's ledger.
- Checking and issuing of monthly statements and reminder letters.
- Financial Management
- Ensure accurate classification of clients within the practice management system.
- Monthly debtor provisioning in line with policy.
- Cash management; maximising collections, arranging refunds, transferring, and reallocating.
- Administrative Support
- Ensure that the monthly client Stop list is noted in a timely and accurate manner.
- Support the preparation of month-end tasks and delivery of reports.
- General housekeeping duties.
- Additional Responsibilities
- Assist as may be required within Credit Control and NFO, including specific projects as directed.
Requirements
- A good general standard of education.
- Previous experience working within a Credit Control department.
- Professional and articulate, reliable, and motivated.
- Comfortable working with people at all levels within the organisation.
- Willingness to travel, including some overnight stays.
- Confident telephone manner.
- Methodical, organised, and accurate with ability to adhere to strict deadlines.
- IT Literate; Microsoft Office (including Outlook, Excel, Word).
Job Type: Experienced hire, Permanent
Department: Other Business Support Services
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