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Assistant Account Representative Jobs in Oklahoma

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Assistant Account Representative information

What does an assistant account representative do?

An Assistant Account Representative provides support to account managers and representatives by handling administrative tasks, communicating with clients, and helping to manage client accounts. Their responsibilities typically include preparing reports, processing paperwork, answering client inquiries, and assisting with account maintenance. This role is crucial for ensuring smooth operations within the account management team and maintaining positive client relationships.

What are the key skills and qualifications needed to thrive as an assistant account representative, and why are they important?

To thrive as an Assistant Account Representative, you need strong organizational, communication, and basic accounting skills, typically supported by a high school diploma or associate degree in business or a related field. Familiarity with CRM software, spreadsheets, and office productivity tools is commonly required. Attention to detail, customer service orientation, and the ability to multitask effectively set high performers apart. These skills are essential for accurately managing client accounts, supporting senior representatives, and ensuring client satisfaction.

What are some typical challenges an assistant account representative might face in managing client expectations?

Assistant Account Representatives often act as a communication bridge between clients and the internal team. A common challenge is balancing client requests with what can realistically be delivered within deadlines and budget constraints. It’s important to manage expectations by providing clear, timely updates and proactively addressing any potential issues. Developing strong organizational and interpersonal skills can help build trust with clients and ensure smooth collaboration with account managers and other team members.

What is the difference between Assistant Account Representative vs Customer Service Representative?

AspectAssistant Account RepresentativeCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer associate degreeHigh school diploma or equivalent
Work EnvironmentOffice setting, interacting with clients and internal teamsCall centers, retail, or office settings, assisting customers directly
Employer & Industry UsageInsurance, finance, and sales industriesRetail, telecommunications, banking, and service industries
Common Search & Comparison IntentUnderstanding entry-level roles supporting account managementAssisting customers with inquiries and issues

The Assistant Account Representative typically supports account management tasks within industries like insurance or finance, requiring some industry-specific knowledge. Customer Service Representatives focus on assisting customers directly, often in retail or service sectors. While both roles involve client interaction, the Assistant Account Representative often handles more specialized account-related duties, whereas Customer Service Representatives primarily address customer inquiries and issues.

Is being an assistant account representative a good job?

An assistant account representative typically supports account managers by handling client communications, data entry, and administrative tasks. The role can offer opportunities for skill development in customer service, sales support, and industry knowledge, with work environments often including office settings and standard business hours.

What are the most commonly searched types of Account Representative jobs in Oklahoma?

The most popular types of Account Representative jobs in Oklahoma are:

What cities in Oklahoma are hiring for Assistant Account Representative jobs?

Cities in Oklahoma with the most Assistant Account Representative job openings:

Assistant Account Manager

A&B Beverage Company LLC

Lawton, OK • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago


Job description

Description:

At A&B Distributors, we’re proud to serve as partners to our customers and ambassadors for the brands we represent. The Assistant Account Manager role is designed to launch your career in sales and leadership. In this role, you’ll learn to build strong customer relationships, manage inventory and deliver best-in-class service while being coached and developed by experienced Account Managers and District Leaders. You’ll gain hands-on experience across multiple territories and product lines, preparing you to advance into an Account Manager and beyond!


This position primarily works in retail store settings and requires regular driving between customer accounts. Some early mornings, weekends, or holidays may be required based on business needs.


This role has a Flex Schedule and will primarily service the Altus & Wichita Falls areas.


Key Responsibilities

  • Support Account Managers in servicing assigned customer accounts and executing sales initiatives.
  • Learn and assist with product ordering, rotation and merchandising to ensure shelves and displays meet Company and supplier standards.
  • Develop a strong understanding of sales execution and account management processes.
  • Build and maintain positive relationships with customers, store personnel and team members.
  • Monitor inventory levels, identify opportunities for additional placements and help ensure accurate deliveries.
  • Execute sales plans to achieve volume, distribution, and display goals across assigned accounts.
  • Assist with setting up promotions, displays and new product introductions as needed.
  • Communicate effectively with delivery, warehouse and sales teams to ensure smooth daily operations.
  • Identify opportunities for growth within assigned territory through new placements, expanded SKUs, and seasonal or brand promotions.
  • Maintain the “Look of the Leader” in all market locations and ensure A&B branded Point of Connection Materials (POCM) match or exceed that of the competition.
  • Maintain professionalism, a strong work ethic and a focus on learning and development.
  • Assistant Account Managers are responsible for supporting merchandising routes, assisting on driver helper routes, and handling last-minute call-ins for sales and merchandising teams within their assigned territory.
  • Perform other related duties as assigned to support the sales team.
  • Regular travel within assigned territory required. Ability to work holidays and weekends when necessary to service and maintain accounts.
Requirements:

Qualifications

  • High school diploma or GED equivalent required.
  • Must be 21 years of age or older 
  • Valid driver’s license (Real ID) with clean driving record
  • Must be able to obtain an Oklahoma Agent License through ABLE (Alcohol Beverage Law Enforcement)
  • Must be able to obtain Department of Transportation certification.
  • Proficiency in Microsoft Office and ability to utilize sales applications within ERP software
  • 1+ years of customer service, retail, sales or service industry experience
  • Prior merchandising or retail experience preferred
  • Strong attention to detail and ability to follow visual merchandising standards.
  • Excellent communication and relationship-building skills.
  • Self-motivated, organized, and able to work independently with minimal supervision.

Preferred:

  • Bachelor's degree in Business, Finance, Marketing, or related field
  • 2+ years of previous sales experience in the beverage industry
  • 2+ years of customer service in the beverage industry
  • 2+ years of experience with sales platforms

Physical Requirements: This role requires regular standing, walking and reaching. Must be able to regularly lift and move products up to 150 pounds, as well as climb, reach, and perform other physical movements necessary to carry out the essential duties of the position. Ability to work in varying environments, including refrigerated areas and outdoor conditions.


Benefits

  • 401(k) matching – A&B Distributors will contribute 100% of the first 5% after one year of service  
  • Accident Insurance 
  • Critical Illness Insurance 
  • Dental Insurance 
  • Disability Insurance 
  • Employee Assistance Program 
  • Health Insurance PPO 
  • Life Insurance 
  • Paid Holidays – 9 per year 
  • Paid Parental Leave 
  • Sick – One week of sick each year 
  • Vacation – Two Weeks starting 
  • Vision Insurance 

EQUAL OPPORTUNITY EMPLOYER A&B Distributors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.