Customer Account Specialist

Wolter; Town of Brookfield (WI); On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Life Insurance

Disability Insurance

Critical Illness Insurance

Pet Insurance

Flexible Spending Account

Employee Assistance Program

Job summary

Wolter, Inc. in Brookfield, WI is seeking a Customer Account Specialist to manage customer accounts, verify addresses for invoicing, and coordinate payments. You will review credit limits and update orders, ensuring accurate billing and smooth order flow.

The role emphasizes attention to fraud checks, MS Office proficiency, and strong communication. Join a team-focused company committed to operational efficiency and service excellence.

Qualifications

• High school diploma or equivalent.
• Proficiency in Microsoft Office Suite.
• Excellent verbal and written communication skills.
• Strong organizational skills and the ability to manage multiple priorities.
• Commitment to our company vision and mission.

Responsibilities

• Set up and maintain customer accounts in our business system.
• Verify customer shipping and billing addresses, checking for potential fraud.
• Communicate with customers to confirm information and request email addresses for invoicing.
• Review customer credit and assign credit limits.
• Update open orders based on changes to existing customer accounts.
• Assist with requests for ACH/Wire payments and invoices.

Skills

MS Office Suite

Verbal and written communication

Organizational skills

Multi-tasking

Education

High school diploma or equivalent

Job description

Are you ready to join a dynamic team and play a crucial role in shaping the future of material handling? We are actively seeking a dynamic Customer Account Specialist to join our growing team at our Brookfield location.

Wolter, Inc. isn't just any company; we're among the fastest-growing privately owned businesses. At Wolter we’re on a mission to move, store, and power the world more efficiently. You’re part of a team that is connected like family and committed to making an impact.

Who we are

Since the Wolter story began in 1962, our company, like our industry, has been constantly evolving. We have grown to become one of the largest and most diverse industrial equipment and productivity solutions providers in the country. From new & used material handling equipment, service and training to robotics & automation, overhead cranes & hoists, power systems, railcar movers, storage solutions, complete engineered systems and more, Wolter is focused on improving operational productivity for its customers.

What we offer

A complete benefit package including:

• Medical, Dental, and Vision Insurance
• 401(k) Plan with company match
• Life Insurance
• Short-Term and Long-Term Disability Insurance
• Critical Illness and Accident Insurance
• Pet Insurance
• Flexible Spending Account
• Employee Assistance Program

What You’ll Do

• Set up and maintain customer accounts in our business system.
• Verify customer shipping and billing addresses, checking for potential fraud.
• Communicate with customers to confirm information and request email addresses for invoicing.
• Review customer credit and assign credit limits.
• Update open orders based on changes to existing customer accounts.
• Assist with requests for ACH/Wire payments and invoices.

What We’re Looking For

• A high school diploma or equivalent.
• Proficiency in Microsoft Office Suite.
• Excellent verbal and written communication skills.
• Strong organizational skills and the ability to manage multiple priorities.
• A commitment to our company vision and mission.

If you’re ready to take your career to the next level and become a key player in our finance department, to join Wolter!

Our mission is to move, store, and power the world more efficiently. You’re part of a team that is connected like family and committed to making an impact.

We are an affirmative Action/Equal Opportunity Employer and will give all qualified applicants consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law. All job offers are contingent upon satisfactory drug screen results.

Learn more about us at www.wolterinc.com!