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Customer Accounts Associate Jobs in California (NOW HIRING)

$42K - $80K/yr

As Account Associate - State Farm Agent Team Member for Brett Baker - State Farm Agent, you are ... Manage customer accounts and update information in the database. * Assist customers with policy ...

This role is responsible for maintaining customer accounts, applying incoming payments, following ... Allison Lau Benefit offerings available for our associates include medical, dental, vision, life ...

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Customer Accounts Associate information

What is the role of a customer accounts associate?

A customer accounts associate manages customer accounts by processing transactions, updating account information, and resolving account-related issues. They often use customer relationship management (CRM) software and require strong communication and organizational skills to ensure customer satisfaction and accurate record-keeping.

What are the key skills and qualifications needed to thrive as a customer accounts associate?

To thrive as a Customer Accounts Associate, you need strong organizational skills, attention to detail, and a background in finance or business administration, often supported by a relevant degree or experience. Familiarity with customer relationship management (CRM) systems, billing software, and proficiency in Microsoft Office are commonly required. Excellent communication, problem-solving abilities, and a customer-focused mindset help you build rapport and resolve account issues effectively. These skills ensure accurate account management, high customer satisfaction, and efficient resolution of inquiries, which are vital for business retention and growth.

What does a customer accounts associate do?

A Customer Accounts Associate is responsible for managing and maintaining customer accounts for a business. Their tasks typically include processing orders, updating account information, handling billing inquiries, and resolving customer complaints. They serve as a point of contact between the company and its clients, ensuring that customer needs are met promptly and efficiently. Strong communication and organizational skills are essential for this role, as well as a customer-focused attitude. Customer Accounts Associates often work closely with sales, finance, and customer service teams to provide a seamless experience.

What is the difference between Customer Accounts Associate vs Customer Service Representative?

AspectCustomer Accounts AssociateCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer associate degreeHigh school diploma; some roles may prefer associate degree
Work EnvironmentOffice setting, financial institutions, retailCall centers, retail stores, office settings
Employer & Industry UsageBanking, finance, retailRetail, telecommunications, service industries
Common Search & ComparisonCustomer Accounts Associate vs Customer Service Representative

While both roles involve interacting with customers, a Customer Accounts Associate typically focuses on managing customer accounts, processing transactions, and handling account-specific inquiries. A Customer Service Representative often provides general support, addresses product or service questions, and resolves customer issues. The roles overlap in communication skills and work environment but differ mainly in their specific responsibilities and focus areas.

What are some common challenges faced by customer accounts associates, and how can they be effectively managed?

Customer Accounts Associates often encounter challenges such as handling high volumes of customer inquiries, managing account discrepancies, and balancing multiple priorities within tight deadlines. Effective time management, strong communication skills, and attention to detail are crucial for overcoming these hurdles. Building positive relationships with customers and collaborating closely with other departments—such as sales and billing—also help ensure smooth account management and issue resolution. Regular training and staying updated on company policies can further enhance performance and job satisfaction.
What are the most commonly searched types of Customer Accounts jobs in California? The most popular types of Customer Accounts jobs in California are:
What cities in California are hiring for Customer Accounts Associate jobs? Cities in California with the most Customer Accounts Associate job openings:

Accounts Receivable/Credit Collection

LHH US

Glendora, CA

$26 - $32/hr

Contractor

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago


Job description

Accounts Receivable / Credit & Collections Specialist
Location: Glendora, CA Pay Rate: $26.00 - $32.00 per hour DOE Position Type: Contract-to-Hire
We are seeking an experienced Accounts Receivable / Credit & Collections Specialist to join a growing manufacturing company in Glendora. This position will be responsible for managing customer accounts, collections, credit reviews, cash applications, and account reconciliations while partnering closely with customers, sales, and operations teams to maintain healthy cash flow and minimize credit risk.
Key Responsibilities
  • Manage a portfolio of commercial customer accounts and oversee all accounts receivable activities.
  • Perform collection efforts through phone calls, emails, and written correspondence to ensure timely payment of outstanding invoices.
  • Monitor aging reports and proactively follow up on past-due balances to reduce delinquency levels.
  • Evaluate and establish customer credit limits through credit applications, trade references, financial information, and credit reporting tools.
  • Review customer accounts for credit risk and recommend adjustments to credit terms as needed.
  • Process and post customer payments, wire transfers, ACH payments, and lockbox transactions.
  • Reconcile customer accounts and investigate payment discrepancies, short pays, deductions, chargebacks, and disputed invoices.
  • Partner with Sales, Customer Service, Shipping, and Accounting teams to resolve billing and collection issues.
  • Prepare aging reports, collection updates, bad debt reserves, and other management reporting.
  • Assist with month-end close activities, account reconciliations, and audit requests.
  • Maintain accurate customer records and ensure compliance with company credit policies and procedures.
Qualifications
  • Minimum 3 years of recent Accounts Receivable, Credit, and Collections experience.
  • Manufacturing industry experience is required.
  • Experience managing business-to-business (B2B) collections and commercial customer accounts.
  • Strong understanding of credit analysis, aging management, cash applications, and account reconciliations.
  • Proficiency with ERP systems and accounting software.
  • Advanced Excel skills including Pivot Tables, VLOOKUP/XLOOKUP, and reporting functions.
  • Strong communication, negotiation, and problem-solving abilities.
  • Ability to prioritize multiple accounts and meet deadlines in a fast-paced environment.
Preferred Qualifications
  • Experience reviewing customer creditworthiness and establishing credit limits.
  • Exposure to deductions management, chargebacks, and dispute resolution.
  • Experience working with manufacturing, distribution, or industrial customers.
  • Associate's or Bachelor's degree in Accounting, Finance, Business, or related field preferred.
Pay Details: $26.00 to $32.00 per hour
Search managed by: Allison Lau
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.