Customer Service Representative (CSR) with Accounting
Job description
Responsibilities:
- Handle customer inquiries and complaints via phone, email, or in-person.
- Provide accurate information about products and services.
- Ensure high levels of customer satisfaction through excellent service.
- Maintain and update customer accounts.
- Ensure accuracy and confidentiality of customer information.
- Prepare and send invoices to customers.
- Process payments and manage billing issues.
- Reconcile accounts and ensure timely payment collection.
- Assist in preparing financial reports, budgets, and forecasts.
- Support the accounting team with month-end and year-end closing processes.
- Accurately enter and update financial data in the company's accounting system.
- Maintain organized records of financial transactions.
- Resolve customer issues related to billing, payments, and account discrepancies.
- Collaborate with other departments to ensure smooth operations.
- Work closely with the accounting and finance teams.
- Participate in team meetings and contribute to process improvements.
- Advanced skills in MS Office Suite, especially Excel.
- Excellent verbal and written communication skills.
- Ability to interact professionally with customers and team members.
- Strong attention to detail and accuracy in financial data management.
- Ability to handle and resolve customer issues effectively.
Qualifications:
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
- Previous experience in customer service and accounting roles is preferred.
- Proficiency in accounting software (e.g., QuickBooks, SAP).
Skills:
- Strong interpersonal skills to interact with customers and team members.
- Excellent organizational and time management skills.
- Ability to analyze financial data and generate reports.
- Ability to handle multiple tasks simultaneously in a fast-paced environment.
- A customer-centric approach to service delivery.