RM Support Associate– Client Receivables/Senior Process Executive

Management Level

JOB TITLE:

RM Support Associate– Client Receivables

REPORTS TO:

Site Director

FUNCTION:

EQ US – Relationship Management (EQi)

DATE:

October 2024

JOB SUMMARY (what’s your elevator speech for the value this role provides)

The RM Support Associate role is an entry-level role within Relationship Management that is charged with responding to RM and client requests related to invoices. The primary purpose of the role is to assist Relationship Managers by responding to client inquiries for duplicate invoices, interacting with AR team in Finance to make corrections, collect information and obtain approvals for write-offs or adjustments per policy, and assisting the RMs in resolving aged and open items with client communication and follow-through.

ESSENTIAL FUNCTIONS

(4-6 specific functions)

PERCENT (%)

(typically > 20%)

Work with RMs and issuer clients to resolve disputes on billing, provide information on application of payments, research of discrepancies, follow-through with accounts receivable team in Finance to permanently fix errors, distribute revised invoices/statements, and inform clients of funds overdue.

40%

Ensure internal compliance with EQ systems, policies, procedures

20%

Expand profitability by encouraging the clients to submit payment in a timely manner.

20%

Record all work in systems for quick retrieval and use by all functional teams

20%

SCOPE OF JOB (budgetary, resource control, scope, and complexity of function)

The RM Support Associate will be aligned with specific team(s) of an RD and RMs once fully onboarded. Will use our systems and communication in various mediums to drive collection of aged receivables and prevent new receivables from aging. RM Support Associate will help RMs with research, correspondence internally and externally, and be responsible for submitting accurate revisions or corrections, obtaining approvals for any adjustments via policy and procedure with related forms, and following through to ensure aged items are resolved and collected. Will take direction from the U.S.-based Relationship Directors and RMs, but will be managed in day to day tasks and administratively by local Site Director.

KEY CRITERIA

Essential or Desirable

(E or D)

CONTEXT

 (how will this be used in the job)

Qualifications and Experience

Demonstrated ability to learn and use new technology systems to access information.

E

Various GL, Workday, Unity systems all used as part of these, in addition to separate billing and invoicing systems. These will change over time.

Knowledge

Microsoft office suite with an emphasis on Outlook and Excel for daily tasks and Word and

Workday

General ledger system?

Aptus billing?

Unity (Salesforce)

All aspects of the role leverage this software suite.  Its common in any college or workplace environment.

Skills & Abilities

Analytical Ability

Prioritization and time management

Attention to detail and accuracy

Communication skill

Interpret requests and think in self-directed way best way to handle the request.

Used in all aspects of the job.  Basics should be possessed upon entry into the role and honed to our environment over time.

Carefully review documentation with requests for compliance to EQ policies. Document all activity in Unity and other systems.

Basics of this should be possessed upon entry into the role.  However, molding it to fit our RM and RD ‘clients’ internally, and limited written interaction with issuer clients. Includes good written correspondence with team in the U.S.

Other Job-Related Requirements

Ability to discern related company relationships and naming conventions when discrepancies found.

D

Helps fix things with different spellings, related entities, name changes, etc.

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks.