Account Services Representative Job Description

Account Services Representative Job Description

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Account services representative provides day to day support for a defined set of publisher accounts, ensuring effective client servicing and driving client satisfaction.

Account Services Representative Duties & Responsibilities

To write an effective account services representative job description, begin by listing detailed duties, responsibilities and expectations. We have included account services representative job description templates that you can modify and use.

Sample responsibilities for this position include:

Employee takes personal accountability for high achievement
Takes personal accountability for high achievement
Provides consistent service within established Client Service Commitments/ KPI /Benchmarks established for the ATM Envelope Processing Department
Ensures all documents are examined for completeness and accuracy, and
Coordinates sales order processing, including placing orders
Generate digital media sales plans under the direction of VP, Sales and Account Directors / Sr
Makes client calls to smaller LA based advertising agencies to update clients on The CW utilizing sales research presentations, one sheet
Stewards both linear and FEP deals to deliver audience guarantees
Process work volumes and provide consistent service within established benchmarks contributing to the achievement of business SLA/KPI
Examine all documents for completeness and takes full responsibility for quality and accuracy of day to day responsibilities, tasks and activities ensuring a balanced focus on enhanced client experience

Account Services Representative Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Account Services Representative

Typically a job would require a certain level of education.

Employers hiring for the account services representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Marketing, Management, Engineering, Education, Technical, Associates, Communications, Finance, Human Relations

Skills for Account Services Representative

Desired skills for account services representative include:

Relevant operational processes and procedures and company products and services
Excel
MS Access
Related programs
Day to day operations/administration of client accounts an asset
ISM an asset
Salesforce
Word
Historical rates by client for proposal creation
Operative

Desired experience for account services representative includes:

Available to train full time hours for the first 3-5 days
This is a 6 month contract with the option of moving to casual after contract is up
Availability to work 2 – 5 shifts per week on a casual basis
The first week of the month
Before and after long weekends
On Sundays (on occasion)

Account Services Representative Examples

1

Account Services Representative Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of account services representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for account services representative
  • Supports a client first mindset through communication and demonstrated positive behaviours
  • Promotes special offers
  • Monitor corrosion rates
  • Maintenance of all labels
  • Review all water test results and chemical consumption figures monthly and summarise test results
  • Performing in depth research on issues identify best courses of action to best service the client and protect the firm from liability
  • Take ownership of service requests in various work queues to discuss the project at hand and begin a scheduling conversation with the customer
  • Work closely with either field or remote engineers to schedule and coordinate the customer activity using available planning tools
  • Work with project managers to schedule on-site engineers for new installations
  • Where possible schedule required work with remote teams and track all work to completion
Qualifications for account services representative
  • Will work in Delivery and Prep daily to open ACC delivery parcels, sort and move to the correct department
  • Candidiate will be required to stand 90% of the time
  • Must be willing to work Chicago, IL
  • Must have the ability to handle several requests and projects simultaneously in a fast-paced environment
  • Must demonstrate leadership qualities and a proactive approacAbility to communicate effectively & tactfully with managers & other levels of personnel, vendors, and clients
  • Act as mentors to new hires
2

Account Services Representative Job Description

Job Description Example
Our company is growing rapidly and is looking for an account services representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account services representative
  • Demonstrated flexibility in working across multiple regions and able to adapt quickly in order to achieve field goals across specific activities
  • Ability to manage large daily volumes of projects requiring coordination and communication across multiple departments
  • Perform other duties as required, potential ability to provide 24/7 coverage
  • May be asked to train and/or mentor junior resources
  • Fluency in English and Polish both written and conversational
  • Makes outbound calls to and takes inbound phone calls from various financial institutions’ clients in an attempt to produce and service new and existing business utilizing effective telephone sales techniques and principles while meeting call and department service levels
  • Initiates follow up calls to obtain missing documentation
  • Actively promote new products and services including strategic initiatives, marketing plans, target, lists, risk analysis
  • Assess and correct customer account issues, which requires the ability to perform account reconciliations
  • Profile contacts and generation leads from an available academic database
Qualifications for account services representative
  • Candidate should not have any attendance issues or any disciplinary actions
  • Ability to converse effectively using the English or Spanish language
  • This position generally requires some combination of 1-3 years experience in data entry
  • This position generally requires a demonstrated ability to accurately enter a significant amount of data utilizing a 10-key pad (mandatory test speed of 8500 k.s.p.h
  • One to three years prior customer service experience Required License/Certification
  • NASD Series 7, 63/66 required or attainable within 90 days of hire
3

Account Services Representative Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of account services representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account services representative
  • Assist students with questions regarding their accounts
  • Provide timely and helpful responses to inquiries received via voicemail or customer service or 1098-T email addresses
  • Receipt payments received by phone, mail, or online payments systems
  • Assist with clerical tasks to support the collections team and account representatives
  • Gaining a working knowledge of a variety of MPD’s markets, concepts, practices, and procedures
  • Collaborating with the internal team to maximize effectiveness and contributions to the consistent improvement of marketing capabilities, recognizing strengths and opportunities within the team
  • Interacts with executives of accounts that range in size from minimum of $50,000 annually
  • Monitor and review accounts on a daily basis
  • Generate a high volume of collection activity through various means of communication as needed
  • Maintain documented credit files and cultivate key contact personnel for each problem account
Qualifications for account services representative
  • Banking or other financial institution experience preferred
  • Sales experience in a goal-oriented environment preferred
  • Ability to operate various equipment including ISC and IBM terminals and related peripheral equipment
  • Experience selling into the corporate environment, preferred but not required
  • Cold calling is a must
  • Extensive customer network throughout Belgium is a plus
4

Account Services Representative Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of account services representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account services representative
  • Monitor customer accounts and analyze daily credit hold report to ensure prudent and proper shipment of merchandise
  • Determine uncollectible accounts receivable and refer to Manager for appropriate action
  • Manage customer purchase orders with 100% accuracy to include pricing, discounts terms and logistics
  • Work with credit department to systematically set up all new customers and perform Account Setup documentation per procedure
  • Contact customers to coordinate ship dates and product availability
  • Return all telephone calls from customers within 24 hours
  • Communicate sales orders changes and amendments to all appropriate departments
  • Prepare and coordinate various sales reports regarding shipping, bookings, open orders, back orders, forward orders and any related sales activities
  • Resolve, with accounting, any invoice/credit issues
  • Coordinate customer returns via RMA
Qualifications for account services representative
  • Ability to achieve policy and standards compliance and manage performance metrics
  • Takes ownership of issues/problems and follow them through to the end
  • Ability to effectively hire, retain, deploy and engage talent at associate level
  • Demonstrated problem-solver and able to handle escalations
  • Must have strong initiative and leadership qualities
  • Ability to manage performance and develop employees through coaching and mentoring
5

Account Services Representative Job Description

Job Description Example
Our company is growing rapidly and is looking for an account services representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for account services representative
  • Develop and maintain positive customer relations with both external and internal customers and staff
  • Maintain an excellent understanding of CamelBak product and effectively communicate with regards to all product inquiries and questions
  • Effectively present information and respond to questions from management and team members
  • Maintain excellent customer service to all accounts, sales reps and consumers
  • Attend internal and external meetings as requested
  • Assist with compliance testing and form 5500 preparation while working collaboratively with Client Service Mangers to service all client requests
  • Provide client support and customer service on day to day issues with clients by responding both orally and via written communication
  • Will serve in a leadership/mentor capacity to the GT OSR sales force
  • Partner effectively with internal team members
  • Must have a strong work ethic, be detail oriented, and be a well-organized
Qualifications for account services representative
  • Must have a strong desire to be part of an effective team working together to help our Investment Advisors and Client Service Managers reach their objectives
  • Must be able to perform multiple functions simultaneously and prioritize effectively to ensure all deadlines are met
  • A positive attitude, willingness to succeed and support of company initiatives is a must
  • Must be flexible, adaptable and open to change
  • Must have ability to quickly adapt and learn new technology and processes
  • Must remain calm under pressure, be a good listener and be able to make good business decisions considering impact to end-client, Advisor

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