Our Account Specialist job description includes the responsibilities, duties, skills, education, qualifications, and experience.
About the Account Specialist role
A Account Specialist is responsible for providing customer service, resolving customer inquiries, and overseeing account maintenance. They must have excellent interpersonal and communication skills, be organized and detail-oriented, and be able to work independently and under pressure. Account Specialists must also have a strong understanding of financial and accounting practices and customer service principles.
Role Purpose
The purpose of an Account Specialist is to provide administrative and customer service support with regard to an organization's accounts. This may include managing accounts receivable, collections, billing, customer service inquiries, and other related duties. The Account Specialist will take a proactive approach to ensure customer satisfaction and maintain accurate financial records. By providing accurate and timely data, the Account Specialist will help maintain the organization's financial health.
Account Specialist Summary
The Account Specialist is responsible for providing exceptional customer service to clients and collaborating with Account Managers to ensure client satisfaction. The Account Specialist ensures that client inquiries and requests are addressed in a timely and professional manner. The Account Specialist is responsible for providing accurate and up-to-date information on products and services, and for maintaining and updating client records. The Account Specialist is also responsible for identifying and resolving any discrepancies related to client accounts. The ideal candidate should have strong interpersonal and communication skills, and be knowledgeable in customer service and account management principles.
Account Specialist Duties
- Develop and maintain strong customer relationships
- Process customer orders
- Handle customer inquiries and complaints
- Update customer account information
- Assist with account set-up and maintenance
- Follow up on customer inquiries and orders
- Perform administrative tasks
Account Specialist Skills
- Excellent interpersonal and customer service skills
- Proficient in data entry and Microsoft Office applications
- Strong organizational skills
- Ability to multi-task and work in a fast-paced environment
Account Specialist Requirements
- • Bachelor’s degree in Accounting, Business Administration or related field
- • Previous experience in an accounting related role
- • Excellent organizational, communication and problem-solving skills
- • Knowledge of accounting principles and software
Personal Traits
- Strong organizational and communication skills
- Ability to multi-task and prioritize
- Excellent customer service and problem-solving skills
- Ability to work independently and as part of a team
- Proficient in Microsoft Office and other relevant software