Account Services Associate

About the role

Maintains existing accounts and processes new account applications. Ensures customer data is accurate and in-line with data governance standards.

Responsibilities

• Provides customer service via phone, email, and chat for account updates, new account requests, tax questions, marketing attributes, and general inquiries.
• Creates and maintains customer account data in SAP, including billing, shipping, contact, and purchasing information.
• Serves as the primary point-of-contact for account-related issues and partners with internal teams to resolve customer concerns.
• Processes customer credit applications.
• Validates tax exemption documents, codes tax exemptions and concessions to accounts, and corrects system-generated tax inaccuracies.
• Investigates undeliverable shipments and updates shipping information with carriers and in the master record as needed.
• Maintains quality and departmental metrics.

Nature and Scope

• Refers complex, unusual problems to supervisor.
• Under general supervision, exercises some judgment in accordance with well-defined policies, procedures, and techniques.
• Work typically involves regular review of output by a senior coworker or supervisor.

Work Environment

Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable. Most of the time is spent sitting in a comfortable position and there is frequent opportunity to move about. On rare occasions there may be a need to move or lift light articles. No travel required.

Education and Experience

HS Diploma or GED strongly preferred. Specialized skills training/certification may be required. Generally 2-5 years of experience in area of responsibility.