Description Robert Half, a globally recognized staffing agency, is on the hunt for a dynamic, detail-oriented Collections Clerk on a temporary-to-hire basis for one of our prestigious clients in the financial services industry. The position is based in Pleasanton, California.This role requires a candidate who can manage and plan the company's receivables with precision and tact, ensuring prompt payments while maintaining excellent relations with clients. The ideal person will flourish in a fast-paced workplace and is passionate about contributing to a team-oriented environment.Key Responsibilities:
Monitor and maintain assigned accounts through follow ups and possibly implement alternative payment options.
Perform subsequent actions such as resending invoices, identifying discrepancies, and resolving any outstanding balance issues.
Review, process, and reconcile payments and expenditures, including purchase orders, invoices, checks, and statements.
Verify accounts by reconciling statements and transactions.
Direct communication with customers, internal and external, regarding payment discrepancies.
Adhere to organizational standards in maintaining detailed precise records.
Collaborate effectively with the finance team and report on collection activity and accounts receivable status.
Requirements
Qualifications:
At least 2-3 years of experience in a similar role, preferably within the financial services industry.
An associated degree in Finance or a related field. Bachelor's degree would be an advantage.
Strong communication skills, both written and verbal, are imperative.
Proficiency in Microsoft Office Suite, particularly Excel.
Detail-oriented with a high level of accuracy and ability to multitask.
Knowledge of standard accounting and collection procedures.
Solid negotiation skills in securing payments from customers.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
