Customer Account Coordinator

Overview

M.S. Walker, Inc. is looking to add a Customer Account Coordinator to their Credit Department. The primary responsibility includes processing credit applications for all new billing accounts and providing backup coverage for Accounts Receivable (AR) and Credit Clerk positions as needed. AR/Credit Clerk duties include payment processing across various fields and issuing credit memos for delivery/pricing discrepancies.

• Process credit applications for all new billing accounts
• Process payments from various sources and apply to customer accounts. Payment sources include physical checks, electronic payments from fax/email and telephone, and bank/payment portal downloads.
• Balance tape register against deposit register
• Prepare and send scanned deposits to bank
• Research and resolve discrepancies on accounts
• Download daily unshipped item report. Reviews and generates credit memos accordingly
• Reviews delivery documents for discrepancies and issues credit memos as required
• Reviews, prices and issues credit memos for returned merchandise
• Read, interpret and discuss pricing requests with Sales or Brand Managers to ensure credit memos are issued correctly and in a timely manner
• Apply credit memos to corresponding invoice(s)
• Uploads credit memos into our online document storage system, Docuware, upload and attach any backup to corresponding credit memo
• Maintain communication with Sales Dept., colleagues and customers regarding customer accounts
• Administrative duties to include but not limited to scanning, filing, billing, mailing
• Other duties as assigned

• Associate's Degree and/or 2 years of relevant experience
• Strong verbal and written communication skills
• Ability to multi-task, work independently and/or within a team, ability to meet deadlines
• Strong organizational skills and attention to detail
• Proficient with Microsoft Word, Excel, Outlook and other computer software
• Desire and ability to problem solve
• Experience with data entry
• Experience with reviewing forms/applications for accuracy

• Medical & Dental Insurance
• Vision Coverage
• Paid-Time-Off Program
• Fidelity Investments 401k
• Disability, Life, Accident & Illness Insurance Packages
• Discounted Fitness Memberships
• Free & Discounted Work/Life Resources
• Career Advancement Opportunities
• On-Demand Professional & Leadership Development Through M.S. Walker University

Founded in Boston in 1933, M.S. Walker is a 5th-generation, family-owned wine and spirits importer and distributor, a spirits bottler, and a national supplier. We serve On-Premise and Off-Premise establishments throughout the Northeast, with direct operations in Massachusetts, New York, New Jersey and Rhode Island and brokerage operations in Maine, New Hampshire and Vermont. We represent a budding portfolio of wine and spirits nationwide, including our own brands, and we strive to offer the most prestigious portfolio in the industry.

M.S. Walker has built our foundation and future on our people - our employees are truly our greatest asset. Our company boasts a diverse pool of exceptionally special team members who each bring their unique skills and experience to the organization.

Since 1933, our mission has been firmly rooted in our core values of family, integrity, respect, honesty, and hard work. We are deeply committed to upholding these principles for our team members, customers and suppliers alike. We seek to build and maintain long-lasting relationships based on trust and reliability. By honoring our heritage and embracing innovation, we aim to continuously improve and adapt to meet the evolving needs of our industry, while responsibly contributing to the communities we serve.

Together, we strive to elevate the spirit of hospitality and foster a vibrant and respectful culture in all facets of the organization and beyond.