Accounting Customer Service Specialist
Location: Waukesha, WI
Job Type: Direct Hire
Company: TRC Talent Solutions
Salary: $60,000 - $65,000 Per Year
Category: Manufacturing
Job Description Apply Now
Are you seeking a dynamic career that merges financial expertise with client relationship management? TRC Talent Solutions is excited to present an opportunity as an Accounting Customer Service Specialist. This pivotal role supports a rapidly expanding manufacturing and distribution-focused team, blending key accounting responsibilities with a strong emphasis on customer service and order management. As an Accounting Customer Service Specialist, you will drive financial integrity, ensure operational excellence, and deliver outstanding service to valued clients. If you have a background in accounting, finance, or business administration, and thrive in environments that demand both accuracy and customer interaction, this could be the perfect fit for your next career move.
The Accounting Customer Service Specialist role is ideal for professionals who are proficient in financial processes and enjoy being the go-to contact for customer inquiries, order processing, and after-sales support. You’ll play a crucial role in maintaining accurate financial records, managing accounts receivable and payable, and ensuring compliance with internal standards. Additionally, you will be central to order management, logistics coordination, and supporting the overall client experience. This is an excellent opportunity to work in a fast-paced environment where your expertise in accounting and customer service will directly contribute to organizational success and customer retention.
Join a team committed to fostering an inclusive, supportive workplace, where your professional growth is valued and your contributions make a difference. TRC Talent Solutions values diversity and is proud to be an Equal Opportunity Employer.
Accounting Customer Service Specialist - SummaryThe Accounting Customer Service Specialist serves as a dual-function professional integrating core accounting operations with customer relationship management. You will oversee financial processes such as accounts receivable, accounts payable, invoicing, and collections using QuickBooks and CRM/ERP systems. In tandem, you will act as the primary point of contact for customer order inquiries, processing, and after-sales support. Your role will involve collaborating with external accountants or headquarters teams, supporting budget and forecast activities, and ensuring compliance with financial controls. With your expertise, you will help maintain seamless operations and a high degree of client satisfaction.
Duties & Responsibilities- Manage daily accounting operations utilizing QuickBooks and CRM/ERP systems.
- Maintain accurate financial records, including accounts receivable, accounts payable, invoicing, and collections.
- Perform bank reconciliations, track expenses, and monitor cash flow.
- Prepare monthly, quarterly, and annual financial reports in accordance with company policy.
- Ensure compliance with internal financial controls and reporting standards.
- Support the budgeting and forecasting processes alongside management.
- Coordinate with external accountants or headquarters teams as required.
- Administer customer credit terms and enforce company financial policies.
- Serve as the primary contact for customer inquiries through multiple communication channels.
- Process customer orders, generate quotes, and confirm delivery timelines with clients.
- Coordinate logistics, shipping, and carrier communications to facilitate timely deliveries.
- Manage after-sales support, including handling returns, warranties, and issue resolution.
- Maintain up-to-date customer records within CRM systems for accurate tracking and reporting.
- Collaborate with sales teams to support customer retention initiatives and drive business growth.
- Competitive compensation commensurate with experience and market standards.
- Comprehensive benefits package available to eligible employees.
- Opportunities for professional growth and advancement within a reputable organization.
- A supportive and inclusive work environment committed to employee well-being.
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
- Several years of experience in accounting, finance, or roles with controller-level responsibilities preferred.
- Demonstrated proficiency in QuickBooks and Microsoft Excel.
- Experience with CRM/ERP systems, with preference for Microsoft Dynamics 365.
- Background in manufacturing, distribution, or industrial environments is advantageous.
- Meticulous attention to detail and commitment to financial accuracy.
- Ability to independently manage multiple priorities and deadlines.
- Strong interpersonal, communication, and customer service skills.
- Professional, team-oriented mindset with operational discipline.
- Comfortable balancing rigorous financial oversight with direct customer engagement.
- Adaptable professional who thrives in dynamic, fast-paced environments.
- Effective communicator, capable of building strong relationships with clients and team members.
- Detail-oriented and analytical thinker who values accuracy in financial management.
- Proactive problem-solver with a dedication to delivering exceptional customer experiences.
- Collaborative team player eager to contribute to business growth and client retention efforts.
- TRC Talent Solutions is dedicated to creating a diverse and inclusive work environment where all individuals are valued and respected.
- The company is an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
- As a trusted staffing partner, TRC connects thousands of professionals with meaningful career opportunities each year.
- If you are ready to advance your career as an Accounting Customer Service Specialist, click the application button to submit your information and take the next step toward joining a respected, growth-oriented organization.