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Accounts Receivable Representative

Company: Fidelity TalentSource
Location: Covington
Posted on: April 5, 2021

Job Description:

Job Description Accounts Receivable Representative Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Accounts Receivable Representative to work in Covington, KY! The Role Accounts Receivable Representatives are responsible for the submission of billable fees into Accounts Payable online portals for all Workplace Investing clients. The associate must manage these accounts while maintaining a high-quality customer service, ensuring timely submission of fees. Representative will work with the Project Manager to provide education on the billing, accounting, and collection process for Managing Directors, Vice Presidents, and other client service teams to resolve payment delays due to Purchase Order or disputed fee issues for clients who require Fidelity to submit invoices electronically. Additionally, this role will support different payment options processed by the Accounts Receivable Team for client owed fees. Monitoring invoicing cycles and payment schedules with clients who use online portals Entering invoice information into third party portals Submitting Defined Benefit payments for fees paid through the Trust Supporting payment automation initiatives Assisting in application of Outside Trustee payments Researching and resolving unapplied balances due to client overpayment of invoices The Expertise and Skills You Bring A college degree in a related field or 2 years prior experience in corporate Collections, Accounting or Banking preferred Strong Microsoft Office (Intermediate Excel a must) Customer service or Finance background a plus Working knowledge of Fidelity Systems, FPRS, Xtrac, Oracle Accounts Receivable, Client Billing Independently work on complex issues while demonstrating strong verbal and written communication Excellent customer service, problem solving and organizational skills Ability to prioritize and complete multiple tasks to meet business needs/goals The Team As part of the Billing and Collections team , your efforts directly impact revenue and reduce the overall bad debt for Fidelity while maintaining the highest customer satisfaction. You will need to effectively monitor billing of invoices, coordinate with internal partners to resolve any fee issues, and ensure timely submission of payments to reduce our past due receivables. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's diverse and inclusive workplace while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit [ Link Removed ] . Fidelity TalentSource will reasonably--accommodate applicants with disabilities who need adjustments in order to complete the application or--interview process. Please email us at HR@ ftsjobs.com--if you would like to request an accommodation. Information about Fidelity Investments At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit [ Link Removed ] . Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Keywords: Fidelity TalentSource, Covington , Accounts Receivable Representative, Other , Covington, Kentucky

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