Customer Account Specialist

Posted Yesterday
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Brookfield, WI, USA
In-Office
Entry level
Automation • Industrial Equipment
The Role
Sets up and maintains customer accounts, verifies billing and shipping information, reviews credit and assigns limits, updates open orders, and assists with ACH, wire payment, and invoicing requests. The role requires strong communication, organization, multitasking ability, Microsoft Office proficiency, and a high school diploma or equivalent.
Summary Generated by Built In

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, apply today to join Wolter! We can’t wait to see the positive impact you’ll make on our team and our customers.

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!

Skills Required

  • High school diploma or equivalent
  • Proficiency in Microsoft Office Suite
  • Excellent verbal and written communication skills
  • Strong organizational skills and ability to manage multiple priorities
  • Commitment to the company vision and mission
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The Company
HQ: Brookfield, Wisconsin
410 Employees
Year Founded: 1962

What We Do

Wolter offers new and used forklifts & material handling equipment, service and training to robotics & automation, overhead cranes, high density storage solutions, complete integrated systems and more. Wolter serves over 25,000 industrial, construction and commercial customers in Wisconsin, Upper Michigan, Indiana, Illinois, Ohio, Kentucky, Missouri Tennessee, Georgia, North Carolina & South Carolina. As of January 1st, 2022, brands formerly under the Wolter Group of Companies, including Wisconsin Lift Truck, Illinois Material Handling, Kensar Equipment Company, Bohnert Equipment Company, A D Lift Truck, Ellis Systems, Wolter Power Systems, Power Products Plus, Dedicated Material Handling Solutions, Ohio Valley Crane, Advantage Materials Handling and Certified Door & Dock Services were rebranded to Wolter.

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