Account Representative Job Description: Top Duties and Qualifications

An Account Representative, or Account Manager is responsible for the management of customer accounts. Their duties include onboarding new accounts, maintaining customer accounts and reviewing customer feedback.


Build a Job Description

Account Representative duties and responsibilities

Account Representatives perform several duties while managing accounts and improving customer experience. Some of their most common responsibilities include:

  • Onboarding new customer accounts by gathering personal details, performing identity checks and establishing accounts in the customer relationship management system
  • Gathering customer feedback and communicating it to relevant departments
  • Promoting the business to potential new customers at trade shows and other industry events
  • Developing customer pricing strategies and service procedures
  • Attending onsite and offsite customer meetings with the Account Supervisor, Sales Representatives and the Client Services Manager
  • Creating and maintaining account management procedures
  • Updating account information in the customer relationship management system
  • Reviewing and reporting customer-related key performance indicators


Build a Job Description

Account Representative Job Description Examples:


Example 1

Job Spec Client Accounts Apprentice Manchester - June.pdf – 178KB Use of Personal Data Savills will use your personal data to evaluate and respond to your application. This may result in us processing personal data which is classified as “special” under data protection legislation. Where this is the case, our basis for processing special category personal data is that it is in the public interest for us to ensure meaningful equal opportunity and diversity monitoring and reporting. Savills is a Disability Confident Committed Employer. We are also an accredited Real Living Wage Employer. Savills is a member of Stonewall's Diversity Champion programme - ensuring all LGBTQ+ staff are accepted without exception in the workplace. We are committed to the Working Families Flexible working scheme, supporting the diversity of candidates and offering roles which can be done flexibly from the start.

Example 2

*Service Charge Accountant * *Working hours: Monday – Friday 9-5pm* *Salary: Up to £27,000PA* *Main duties: * · Preparation of Year End Service charge accounts · Preparation of Service charge budget templates and run demands · Dealing with daily accounting queries · Assisting Property Managers as required · Maintaining departmental control sheets and provide monthly reporting · Issuing S20B notices in line with ARMA Standards · Administering the set-up of new business sites to the property management system *The ideal candidate will have: * · Service Charge Accounting experience · Accountancy qualifications (AAT Level 4/ACCA) · Excellent administration and organisation skills · Exceptional organisation skills · Strong IT (Excel), numeracy and literacy skills · Excellent verbal and written communication *Benefits: * · 24 days holiday, plus 8 days bank holiday · Time in lieu for any hours worked outside of core hours · Flexible working opportunities · Financial support towards personal development · Real opportunities to grow and progress · Recognition incentives · Family led business with a warm family friendly environment Jackson Sims Recruitment, specialists in Block & Estate Management, is a property management recruitment company operating in London and the UK. Should you be a candidate or client working in property management we have a multitude of recruitment services that can be tailored to you. By applying for this advert, we may forward your CV to the client, please visit [website] for information on our privacy policy. Jackson Sims Recruitment, experts in property & people. Job Types: Full-time, Permanent Salary: per year Schedule: * Monday to Friday Application question(s): * Are you experienced in service charge accounts * Are you AAT qualified

Example 3

Req ID: 512 Company: DCC Vital - Williams Medical Supplies Salary: Not disclosed Location: Rhymney, GB, NP22 5PY Contract Type: Fixed Term Contract Date Posted: 06-Jul-2021 Description: Job Title: Customer Account Representative Department: Sales Reports to: Inbound Team Leader Main Duties/Responsibilities and Knowledge/Skills Requirements Sales / Customer Service Key Duties: Provide exceptional customer service in taking orders by phone, fax and email Provide exceptional customer service in dealing with customer queries Ability to promote special offers, up-sell and cross sell To advise customers on services and products and USP’s of both To update and amend company records in a timely manner Completion of quotations (understanding margins & profit) Ability to work to set targets Provide accurate and timely Customer and Campaign feedback. Deputize for the manager in her/his absence as appropriate. Knowledge and Understanding Required Company Knowledge: To understand the Company Aims and Vision To understand the functions of all departments within the Company To have a comprehensive understanding of competitor activity Product Knowledge: To have advanced knowledge of the product range sold by the Company To have undertaken training and be knowledgeable on the key line products sold by the company To be aware of the different suppliers used for different products System Knowledge: The ability to use the companies order entry/query applications without supervision To be able to use Word/Excel/Outlook Procedures: To fully understand all procedures required to be undertaken to fulfil customer requests / enquiries to a high standard To identify areas for improvement / streamlining of processes and procedures To understand the effects of procedures and actions on other departments within the company Experience Advanced Sales Experience (2 years plus) Ability to work as part of a team as well as an individual Advanced telephone skills Advanced negotiation skills Advanced communication & interpersonal skills IT Literate Health Safety and Environmental Awareness Every employee is responsible for: Understanding and Working in accordance with company policies and procedures. Reporting defective equipment and dangerous situations Using safety equipment provided Avoiding horseplay which could result in injury Complying with management requests and instructions Not using defective equipment Not misusing equipment Not damaging equipment Exercising reasonable care towards themselves and others Ensuring they have been given the relevant training to undertake their role The quality of work which they undertake Care for the environment and prevention of pollution The health and safety of themselves, fellow employees, contractors, visitors etc

Example 4

Department/Team overview: Non Standard Reconciliations team function is to ensure non-standard asset class reconciliations have been completed accurately and Non Standard Asset life cycle event accounting has been posted correctly to the funds in accordance with deadlines and frequencies agreed with Recipient’s Valuations production team. The scope of instruments serviced by the team includes, but is not limited to Futures, Options, FX Forwards, Collateral, Bank Loans, Fund of Funds and Reclaims Your role: This role involves organising the workflow, training and development and management of a team and supporting the Global Fund Accounting Support Services Team. The Supervisor is responsible for ensuring the timely review of all Futures, Options, Forwards, Collateral and cash reconciliations against intraday deadlines adhering to the Bank’s best practices, departmental procedures & objectives. The Supervisor understands the processes, controls, procedures and systems operating within the team and will be proficient in carrying out designated functions and performs duties to a high standard, ensuring accurate and timely services to other teams and clients The job holder is responsible for timely and accurate reconciliation of the asset & exchange traded derivative positions for client’s collective investment portfolios. The role offers a variety of duties and responsibilities including exposure to and reconciliation of complex market instruments and their associated trading, corporate action, dividend, interest, expense, derivative payment activities amongst others. Investigating and resolving queries through the use of internal & external systems with liaison with both internal & external parties. Key areas of responsibility are: Produce asset & exchange traded derivative reconciliations for collective investment vehicles ensuring timely and accurate delivery to agreed timetables and SLA standards and ensuring compliance with appropriate Reconciliation standards Core work includes reconciling accounting and custody positional & transactional movements using internal systems, collation of supporting documentation Liaison with appropriate external and internal parties to resolve reconciliation discrepancies. Be aware of the risks of team operations and deliverables and ensure required controls maintained and procedures complied with Act as escalation point & liaise with appropriate external and internal parties to resolve reconciliation discrepancies. Be aware of the risks of team operations and deliverables and ensure required controls maintained and procedures complied with Delivering Training, identifying training & development needs in others & coordinating training Supporting the team Manager with successful management of the team and delivering of department strategy Other project work and ad-hoc tasks as required As a successful candidate you will be given opportunity to acquire and develop knowledge from related fields Investment fund administration, Reconciliation process, Financial instruments, including derivatives, Business process automation Qualifications Problem Solving skills Computer Literate and Good level of Excel Skills and ability to adapt to new systems Strong numeracy understanding Attention to Detail Adaptable in a fast paced environment Good Communication skills – both written & verbal Proven Organisation & Time Management skills and an ability to prioritise and meet deadlines in a pressurised environment Conscientious in approach and able to work proactively Supervisory Skills BNY Mellon is an Equal Employment Opportunity Employer. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location: United Kingdom-Greater Manchester-Manchester Job: Asset Servicing Internal Jobcode: 70511 Organization: Accounting Requisition Number: 2110125

Example 5

*Position: * Customer Service Account Lead *Location: * Henley-on-Thames *Hours: * Monday to Friday, 8:30am to 5pm *Job Purpose: * The customer service account manager will be dealing with a variety of clients and customers by answering product, service & technical based queries and questions on a wide range of topics. Essentially this person will be the first person the clients and customers encounter and therefore, query handling & customer service skills need to be exemplary to make sure the perception of the business is at its highest. The role will report into the Customer & Technical Support Manager and also require working very closely with other engineers within the business. Not only will the role involve handling of client and customer queries via phone calls but also the hired candidate will be required to meet with clients face to face and present on customer service plans and on a selection of useful reporting tools available to support the clients & customers. With the business growing at a great pace, the hired person will have the prospect of hiring and growing a customer services team. The role will require an excellent communicator, team player and someone highly capable and organised. The hired candidate will need to be confident in managing multiple processes and workloads at once and confident in their query handling and report writing ability. *Duties and Responsibilities: * · Resolving product, service & technical based problems by clarifying the clients & customer's complaint, what was the cause of the problem and then explaining how best to resolve the issue. · Recommending new products, services & technical needs to senior management via collation of the customers’ needs and previously logged issues. · Producing numerous reports on customer issues, needs and resolutions. · Client & customer account management via face to face meetings · Client & customer presentations · Managing of incoming calls. · Complaint handling, offering the appropriate resolution within set timeframes and carrying out follow up service reviews. · Working within company procedures, guidelines and policies. · Handling clients & customers via face to face, phone, email, mail or social media. · Using the computer system technology to handle, report, track and resolve queries. · Compiling reports on overall client & customer satisfaction. · Compiling reports on a variety of stats, facts & KPI’s. · Analysing call logs in order to spot trends and underlying problems. · Producing self-help documents so clients & customers can resolve problems themselves. · Working with field engineers to visit clients & customers to resolve problems of a more serious nature. *Person Specification: * The ideal candidate will display knowledge and experience of the following: · Holds a proven customer service / technical support experience background · Holds a proven account management background · Preferably a background within IT support from an IT based business · Must be IT savvy · Strong telephone contact handling skills and active listening ability · Strong face to face presentation / meeting abilities · Excellent query handling skills with an ability to remain calm and professional at all times · Familiar with CRM systems and call logging systems · Highly literate and experienced with standard MS Office applications (Word, Excel, PowerPoint) · Experience with JIRA highly advantageous · Excellent communication and report writing skills · Confident and articulate in all communications, [website] face-to-face, telephone and written. · Ability to multi-task, prioritize and manage time effectively *What’s On Offer: * · A competitive salary from £24,000K per annum · Holiday entitlement of x21 days with bank holidays on top · Holiday entitlement increasing by 1 day per year of service up to a maximum of 25 days · Company pension scheme · Others Reference ID: CUS-IT Application deadline: 20/06/2021 Expected start date: 21/06/2021 Job Types: Full-time, Permanent Salary: £24,000.00-£26,000.00 per year Benefits: * Casual dress * Company pension * On-site parking * Private medical insurance Schedule: * Monday to Friday Ability to * Henley on Thames RG9 4NR (required) Education: * Bachelor's (required) Experience: * Customer service: 1 year (required) * CRM software: 1 year (required) * IT: 1 year (required) * IT support: 1 year (required) Work remotely: * No

What does an Account Representative do?

An Account Representative brings new accounts into a business and keeps customers with existing accounts satisfied with their business dealings. They are often the primary point of contact for a business’s customers. They analyse customer feedback and work with employees throughout the organisation to ensure the company meets its customers’ needs. They work closely with the customer service, finance and marketing departments. The work of Account Representatives encourages customer loyalty and business growth. Their efforts help businesses increase their profits and boost their reputations.


Account Representative skills and qualifications

Account Representatives rely on their technical and soft skills to effectively manage accounts and improve customer experiences. A successful Account Representative will have various prerequisite skills and qualifications that typically include:

  • Interpersonal skills, including the ability to create relationships with different customers and people within the business
  • Customer service skills to build strong relationships with new and existing customers
  • Computer literacy, including confidence using customer relationship management and electronic records management systems such as SAP Software Solutions
  • Strong verbal and written communication skills, including active listening, for customer interface and collaborating on customer solutions
  • Organisation and multitasking skills for using electronic systems while engaging with customers over the telephone
  • Technical knowledge of entire product and service range, business operations procedures and industry
  • Fluency in other languages, for some positions


Account Representative experience requirements

An Account Representative can secure a position without experience. However, businesses often prefer candidates with experience in the same or a similar role. Sales experience helps people refine their customer service and persuasive communication skills. These skills are both required for an Account Representative role. Customer service experience, especially within the same industry is also beneficial.


Account Representative education and training requirements

An Account Representative can also secure a job regardless of their education level. However, most employers expect candidates to have at least some GSCEs. A bachelor’s degree in a related topic, such as sales or business management, can give aspiring Account Representatives a competitive advantage. Businesses however, typically provide on-the-job training to new Account Representatives. This training helps them understand the company’s products and services and account procedures.


Account Representative salary expectations

According to Indeed Salaries, the average salary for an Account Representative in the US is £31,173 per year. Salary may be dependent on the employer, location and experience.


Job description samples for similar positions

If an Account Representative job description sample does not meet your needs, these job description samples for similar roles may suit you better:


Ready to Hire? Build a Job Description

Account Representative job description FAQs


What qualities do successful Account Representatives have?

Successful Account Representatives are friendly, positive people. Their charming personalities encourage people to become customers and maintain their accounts. They are also naturally empathetic people. This quality helps them relate to customers and strive for positive outcomes for them. They should enjoy teamwork, as they often collaborate with other departments. However, they must also have enough self-motivation to work on their own or with minimal supervision.


What should you look for in an Account Representative CV?

Candidates with experience working as an Account Representative need the least amount of training, especially if their experience is within the same industry. This is an important consideration if you do not want to invest a lot of time training your new hire. However, a CV that shows a candidate has a history of helping others may also make a good Account Representative. This experience may come from a professional role in sales or customer service. It could also come through volunteer work with a charity or community organisation.


Who does an Account Representative report to?

Account Representatives typically report to Account Supervisors or Client Services Managers. These senior employees are there to resolve complex customer problems. Account Representatives also take customer feedback to them. Together Account Representatives and their superiors work on solutions to improve the customer experience for current and future customers.

Job Description Examples

No search results found