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Account Services Associate Jobs in Appleton, WI (NOW HIRING)

Jewelers Mutual Group

Associate Account Manager

Neenah, WI · On-site

$126K - $131K/yr

The Associate Account Manager is responsible for servicing the small agency business to drive results across key performance indicators tied to organizational business plans while balancing incoming ...

Amcor

Account Manager Associate I

Oshkosh, WI · On-site

$120K - $125K/yr

Account Manager Associate I Sales Full time Americas - North America - United States - Oshkosh - AF ... Integrated Sales, Field Sales, R&D, Technical Services, Marketing Management and Sales Management.

Amcor plc

Account Manager Associate I

Oshkosh, WI · On-site

$120K - $125K/yr

Integrated Sales, Field Sales, R&D, Technical Services, Marketing Management and Sales Management ... accounts. * Identify, present, manage solutions that will provide customer retention and execute ...

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How much do account services associate jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for account services associate in Appleton, WI is $21.54, according to ZipRecruiter salary data. Most workers in this role earn between $20.62 and $24.38 per hour, depending on experience, location, and employer.

What does an Account Services Associate do?

An Account Services Associate typically supports client accounts within a company, assisting with tasks such as managing client inquiries, processing account requests, maintaining accurate records, and coordinating with internal teams to ensure client satisfaction. They play a key role in resolving issues, updating account information, and facilitating communication between clients and the business. This position often requires strong organizational, communication, and problem-solving skills to meet client needs efficiently.

What are the key skills and qualifications needed to thrive as an Account Services Associate?

To thrive as an Account Services Associate, you need strong customer service skills, attention to detail, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Excellent interpersonal skills, problem-solving abilities, and the capacity to manage multiple tasks efficiently help professionals stand out in this role. These skills ensure effective client support, accurate account management, and contribute to overall customer satisfaction and retention.

How does an Account Services Associate typically collaborate with other departments to support client needs?

As an Account Services Associate, you'll frequently work with teams such as sales, marketing, and customer support to ensure client requests are addressed efficiently. You may coordinate with the sales team to clarify client requirements, relay feedback to product or service teams, and work with billing or finance for account-related inquiries. Effective communication and organization are key, as you'll often act as a liaison to help resolve issues and ensure a seamless client experience. This collaborative environment helps you build a broad understanding of company operations while contributing directly to client satisfaction.

What is an account services associate?

An account services associate is a professional responsible for managing client accounts, providing support, resolving issues, and ensuring customer satisfaction. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to handle client needs effectively.

What are the most commonly searched types of Account Services jobs in Appleton, WI?

The most popular types of Account Services jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Account Services Associate jobs?

Cities near Appleton, WI with the most Account Services Associate job openings:

Account Services Associate jobs near you

Student Account Specialist

Lawrence University

Appleton, WI • On-site

Full-time

Re-posted 16 days ago

Lawrence University rating

6.1

Company rating: 6.1 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

559th of 627 rated colleges and universities

Job description

Position Details
Position Information
Position Title
Student Account Specialist
Location
Appleton
Department
Financial Aid
Position Type
Staff
Position Description & Qualifications
Reports to: Dean of Student Financial Services
Location: Chapman Hall
Primary Objective:
The Student Account Specialist is a student-centered and student-facing role at Lawrence University. This position works collaboratively with other departments across campus to efficiently and accurately steward the billing and payment aspects of the student experience. As part of a "one stop shop" student services center that includes the Financial Aid and Registrar's Offices, the Student Account Specialist will continually strive for equitable policies, procedures and solutions related to student accounts to help students be successful and stay on track to graduation.
Job Responsibilities:
Process student account transactions
  • Responsible for the operation of student accounting processes in the Ellucian Banner software to include: billings, deposits, scholarships, finance charges, holds, payment plans, refunds, electronic data transfers to and from 3rd parties and other departments.
  • Cashier student account payments and other university receivables as assigned.

Maintain accuracy of the student account ledger
  • Investigate and resolve billing concerns identified with internal audit procedures when necessary.
  • Process student status changes for student leaves and withdrawals
  • Coordinate room and board charges with the Residential Education and Student Life offices to ensure correct charges/credits are made to accounts.
  • Work with Admissions and International Student Services to ensure accurate billing for international exchange students and scholars.
  • Work with Off-Campus Programs to ensure accurate charges/refunds for study abroad programs. Reconcile and code invoices when received.

Provide excellent customer service
  • Communicate professionally and effectively with a diverse student body, their families, alumni, staff and faculty, and third parties.
  • Create and publish monthly student statements through Transact, and monitor monthly payment plans in Transact.
  • Answer inquiries and resolve concerns regarding student account issues. Assist students and families to understand student account charges and payment options.
  • Collaborate regularly with offices such as Financial Aid, Registrar, dining services and Student Life to make Student Information System operations as seamless as possible for students.
  • Identify and recommend improvements to policies and procedures related to student accounts that could improve clarity, efficiency, equity, and/or reduce obstacles to student retention, persistence, and progress toward graduation.

Maintain compliance with federal, state and institutional policies
  • Send federal loan notification letters as required under Title IV Regulations.
  • Ensure correct permissions are set up for parents and students in regards to FERPA regulations.

Working Relationships:
Will work collaboratively with all members of Financial Services, Financial Aid, Registrar, Student life, Residential Education, some faculty and other members of the diverse Lawrence community, including students, parents, alumni, collection agencies, and loan service providers.
Knowledge and Skills Required:
  • Excellent customer service skills.
  • Ability to effectively and professionally communicate orally and in writing with diverse populations.
  • Ability to organize work flow, balance multiple tasks, and meet deadlines.
  • Ability to maintain a high degree of accuracy with paper and electronically imaged files.
  • Strong analytical skills with outstanding attention to detail.
  • Equity-minded, problem-solving approach.
  • Ability to work both independently utilizing various resources and in a team environment
  • Ability to maintain confidentiality of information with strong integrity and ethics.
  • Knowledge of basic accounting for accounts receivables.

Required Qualifications:
  • Associate Degree in related field or substantial experience in a similar position
  • At least one year accounting or related experience.
  • Possess proficient computer skills, including advanced experience in the Microsoft Suite
  • Previous Higher Education experience welcomed.
  • Experience in ERP systems preferred.

Posting Detail Information
Posting Number
S629P
Number of Vacancies
1
Posting Date
Best Consideration Date
Close Date
Open Until Filled
Special Instructions Summary
Anticipated Number of Hours per Week
40

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