Answer inquiries regarding customers' accounts
Keypunch supplier and sample withdrawals
Enter financial data into company records; issue credit and debit memos
Handle returned mail
Research shortage and miss-shipped claims
Process/enter orders and pick-ups
Handle call volume from the customer service queue
Process winery direct orders
Responsible for scanning and indexing customer credit files into the imaging system
Add/drop partners, self-incorporated accounts, and inactive systems
Identify outdated, obsolete, and duplicate documents from customer files
Handle all salespersons' changes at the beginning of each month
Research returned mail with an incorrect address and make the necessary corrections
Handle delivery claims, logs (shortage claims, miss ships, etc.), and error files
Pull faxes and invoices off the printer and distribute to appropriate desks; communicate with Salesforce, customers, and Accounts Receivables
Perform the job following company and departmental policies and procedures
Perform other job-related duties as assigned

High school diploma or equivalency plus one year of experience
Knowledge with Generally Accepted Accounting Principles, federal regulatory guidelines, and organizational objectives
Proficiency using Microsoft Excel spreadsheets in creating pivot tables, develop charts, and complex formulas

Customer Service Representative – Part-Time

Key skills