An Account Maintenance Specialist is a professional who specializes in reaching out to potential customers and serves as the vital link between the client and the employer. The job description varies based on the type and size of the account, however, the following core duties are identified on a successful Account Maintenance Specialist Resume – serving the existing customers and closing sales for the employer; providing expert service and support, updating the account database, maintaining exemplary relations with dealers and customers and distributors; contacting potential customers, cold calling, scheduling business and customer meetings; analyzing sales statistics to project sales and preparing budgets.
To maintain the account of customers, the specialists need the following attributes – effective communication skills, persuasive skills, the ability to develop a business relationship with clients; service-oriented approach, good analytical skills, leadership traits, and negotiating skills. To become one, a bachelor’s degree in areas such as business law, accounting, or finance is needed. Some employers additionally necessitate several years of work experience as well.
Objective : Competent, responsible and trustworthy Communications studies major with significant work experience. Reliable, hardworking, and a fast learner. Strong communication and interpersonal skills and understand the basis and value of demonstrating leadership qualities at all levels. Passion for helping others.
Skills : Microsoft Excel, Data Entry, Computer, Customer Service, Legal Research, Legal Research.
Description :
Worked directly with sales representatives and customers via phone and email.
Established and maintained data pertaining to customer accounts.
Created and maintained customer logins for online ordering.
Assisted with troubleshooting problems when necessary.
Obtained assistance from sales reps and other support teams when needed to ensure swift problem resolution.
Performed as member of dedicated team for creation of digital customer discount cards for in-store use (retail connect cards).
Submitted requests to have customer-specific notes updated whenever necessary ensuring current information captured.
Experience
2-5 Years
Level
Executive
Education
Bachelor Of Business Administration
Account Maintenance Specialist Resume
Headline : Assisting in arranging department staff meetings, preparing agendas, sending notices, and recording minutes, Maintaining meeting room reservations, and ensures the rooms are set-up for meetings, Assisting in data input functions, editing of data, integrating of reports, and confidentiality of all database information.
Skills : Proficient In Microsoft Office, Planning Skills.
Description :
Included Pre-filling account documentation through request from bankers, product specialists, and/or our client service associates.
Responsible for any inquiries or follow up issues from the client to ensure the documents and account updating was fulfilled.
Adherenced to Firm, Private Banking and documentation procedures: The Banking world is ever changing.
Procedured are updated as regulations are changed.
Logged into team hotline everyday to answer calls from our client service team that pertains to questions from clients or regarding our department policies or procedures.
Ability to develop strong relationships; gain the confidence of clients and integrated team as well as team members.
Frequently assisted customers with online problems (expired logins, forgotten passwords, missing location codes or cost center information, etc.), expediting order placement.
Experience
5-7 Years
Level
Junior
Education
MS
Account Maintenance Specialist Resume
Headline : An enthusiastic and vivacious team member who produces results as a brilliant self-starter and independent worker. Results-driven customer service representative with a proven ability to achieve revenue goals and high customer satisfaction levels. Skilled at assessing a client's needs, creating solutions to meet those needs, and completing all tasks assigned by upper management.
Skills : Microsoft Programs, Account Research, Data Management.
Description :
Responsible for setting up and maintaining all account information at the corporate level.
Provided support to account executives, customer service specialists, customer accounts and all levels of management on a daily basis.
Resolved incoming requests from internal and external customers.
Reviewed multiple reports on a daily basis to ensure account accuracy.
Solely responsible for the maintenance of several major accounts.
Developed effective business relationships in order to provide more productive communication.
Made sure to troubleshoot issues to streamline effective production.
Experience
5-7 Years
Level
Executive
Education
GED
Account Maintenance Specialist Resume
Headline : To obtain an interesting and challenging position where my experience in higher education, administrative skills, computer skills, and customer service knowledge can contribute to the overall success of Eastman Chemical Company.
Skills : Creative Skills, Directing Skills.
Description :
Responsible for reviewing, distributing, and overseeing projects for the account maintenance team.
Worked closely with supervisors, website creators, and web coordinators thru this position with the company.
Responsible for ensuring the project work is done in a timely manner and working closely with the associate if they have questions or need additional help.
Answered questions and help fellow associates work thru problems that may arise from a request they have received.
Responsible for creating, updating, and maintaining accounts and consignees for internal and external customers.
Responsible for accounts and consignees on OfficeMax's website where one-day total orders have equaled a million dollars.
Responsible for login requests submitted by customers as well as creating and maintaining Retail Connect Cards for the OfficeMax Store.
Experience
5-7 Years
Level
Executive
Education
Associate In Legal Assisting
Account Maintenance Specialist Resume
Headline : To obtain a position that will allow me to utilize my strong leadership skills to help motivate my surroundings and be successful, Excited to use my drive, attention to detail, professionalism, and great customer service skills to transition into any position to ensure my team and/or company reach goals that are set.
Skills : MS Office, Researching SKills.
Description :
Opened, maintained, and closed financial accounts.
Acted as a liaison between home and field office.
Provided customer service, handled incoming monies, and deposited in various accounts.
Answered and transferred phone calls and maintained various account files.
Lead specialist in charge of reconciliation project.
Utilized research and cross-departmental and national communications to maintain the reconciliation project.
Adjusted monies, activated and deactivated accounts, refunded customer down payments, and deferred payments on customer accounts.
Experience
5-7 Years
Level
Executive
Education
MS
Account Maintenance Specialist Resume
Objective : Account Maintenance Specialist with 3+ years of experience in Ensuring project materials and deliverables meet adherence to methodologies and procedures, Assisting in upgrading and supporting project management vendors. Participates in training on project management tools and methodologies.
Skills : Microsoft Office Applications, 10 Key By Touch, Type 60 Wpm, Peachtree, Quickbooks, Customer Service, Accounts Payable, Business Management, Organized, Detail Oriented.
Description :
Updated and Audited individual and business accounts.
Processed control sheets, insurance policies, reinstatements, and cancellations of customers.
Reviewed and verified eligibility for a line of credit accounts and Consumer loans.
Authorized line of credit for credit card accounts.
Evaluated and examined secured and unsecured mortgage loans.
Established a good working relationship with co-workers and use good communication skills to relay problems and progress in the department.
Performed account funds transfers and refunds.
Experience
2-5 Years
Level
Junior
Education
GED
Account Maintenance Specialist Resume
Objective : Managing power plant operations taking into account different requirements for each plant based on location, generation type, interconnect requirements, regional regulations, and customer contractual requirements in high stress and time-sensitive environment.
Skills : PowerPivot, Excel, SQL, SSIS, Power BI, ETL, Microsoft Office, MS SQL Server, Oracle SQL Developer.
Description :
Answered incoming calls and helped customers with their credit card accounts.
Operated the Oracle program.
Identified and mitigated problems with contracts.
Trained new employees.
Assisted dedicated team creating and maintaining Alaskan customer accounts, adhering to specific quality controls while ensuring correct handling and compliance with mainland specifications.
Scanned and attachment of account documents as needed (in accordance with regulatory compliance).
Managed data entry of all reinstatements, adjustments, and terminations.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Account Maintenance Specialist Resume
Headline : To secure a meaningful Account Maintenance Specialist position utilizing my skills, knowledge, and experience in an organization that recognizes true performance and offers any opportunities for advancement.
Skills : Microsoft Office, Skype.
Description :
Completed data entry of all forms relating to customer information.
Completed all merchant level changes post enrollment into processor systems.
Completed suspense reports in the Global system.
Completed assigned Verify Rates tickets.
Reviewed client-related documents for completeness and adhere to regulatory compliance guidelines.
Handled a high volume of incoming new accounts and P-Tox Challenge account setup requests.
Processed changes, additions, or requests related to client accounts (such as activations, address changes, registration changes, and account closures.
Experience
5-7 Years
Level
Executive
Education
High School Or Equivalent
Account Maintenance Specialist Resume
Headline : As an Account Maintenance Specialist, responsible for Answering phones and emails during business hours and be on call for scheduled off-hour periods, Coordinating, documenting, and implementing all necessary remedial actions to maximize the availability of the equipment and production/revenue according to pricing, resources, forecasts, and maintenance procedures.
Skills : Planning Skills, Data Entry.
Description :
Successfully worked within multiple data entry systems (LIMS/CE/ FLUX).
Worked with Regional Sales Managers and Territory Managers to onboard and integrate new clients.
Understood and relayed compliance guidelines to clients and Territory/Account managers.
Trained/educated new Territory/Account managers on requirements for account setup and paperwork.
Effectively communicated any department issues or concerns to management.
Collected and maintained SUI rates, account numbers, and deposit frequencies in payroll and tax systems.
Recorded keeping of all SUI rates and EIN documents.
Experience
5-7 Years
Level
Executive
Education
BS
Account Maintenance Specialist Resume
Headline : Coordinating with the Field Operations teams, including Site Managers, Supervisors, and technicians in daily activities for plant status verifications, downtime reporting, and safe actions of remote equipment.
Skills : Maintenance Skills, Supervising Skills.
Description :
Contributed to creating and drafting the team procedure manual.
Imported demographic and pay history data into tax application.
Scheduled Prior to Service tax collections for New Customers.
Updated and maintained client data in Tax Service applications.
Partnered with colleagues in Tax, and other related areas (Service, Implementation, Finance) to ensure sound tax service and a high level of customer service.
Experienced in a high-volume payroll tax department highly desirable.
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