AR Specialist at KBW Financial

Join a leading national professional service company dedicated to excellence and professionalism located north of Boston in Danvers, MA. We pride ourselves on delivering top-tier service to our clients and fostering a collaborative, supportive work environment for our employees.

Position: Accounts Receivable Specialist

Position Summary
We are seeking a detail-oriented and customer-focused Accounts Receivable Specialist to manage billing, collections, and customer inquiries while maintaining organized documentation and providing exceptional support to both clients and internal teams. The ideal candidate thrives in a fast-paced environment, has experience with ERP systems, and enjoys contributing to a collaborative team.

Duties and Responsibilities

• Answer incoming calls as part of the ‘hunt’ group to provide timely support.
• Maintain the Accounts Receivable Aging Workbook to support collections for assigned customers.
• Organize and maintain documentation (paperless and hard copy) for invoicing, collections, and procedural records.
• Process a high volume of customer billing through the ERP system and various customer portals.
• Handle daily remote deposits with accuracy and timeliness.
• Welcome and assist visitors to the office with professionalism and friendliness.
• Respond to customer inquiries promptly and professionally, ensuring satisfaction.
• Provide ad-hoc reporting as requested by management.
• Assist and provide coverage for other Accounts Receivable Specialists as needed.
• Train and support new accounts receivable team members to ensure smooth onboarding.
• May assist with accounts payable invoice processing and respond to vendor/service provider inquiries.
• Perform other duties as assigned to support the team and organization.

Qualifications

• Proven experience in accounts receivable or a related field.
• Familiarity with ERP systems and customer portals is highly desirable.
• Strong organizational skills and attention to detail.
• Excellent communication and customer service skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Proficiency in Microsoft Office Suite, particularly Excel.
• High level of integrity and discretion in handling confidential information.

For immediate consideration, please submit a copy of your resume to Chris Grassi at cgrassi@kbwfinancial.com


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KBW789