Our client is seeking a dependable, detail-oriented, and customer-focused Customer Service Representative / Bookkeeper to join their team. This full-time position combines outstanding customer service with bookkeeping, accounting, and administrative responsibilities in a professional office environment.

If you enjoy working with people, have strong organizational skills, and are comfortable managing financial records while providing exceptional customer support, this could be the perfect opportunity for you.

Compensation:

$42,000–$53,000 annually

Schedule:

Full-Time
Monday–Friday 10am/11am - 7pm
Rotating winter weekend work may be required
Occasional local travel (within 30 miles) during business hours

Position Overview

As a Customer Service Representative / Bookkeeper, you’ll serve as an important connection between customers and the accounting department. You’ll assist customers with account questions, billing, and payments while maintaining accurate bookkeeping records and supporting daily office operations.
This position requires excellent communication skills, attention to detail, and the ability to balance customer service with accounting responsibilities.

Key Responsibilities

Customer Service
Provide friendly, professional service by phone, email, and in person
Answer customer questions regarding products, services, billing, and account status
Assist customers with payment arrangements and account maintenance
Follow up on service concerns and outstanding balances
Prepare customer quotes and product recommendations
Build strong customer relationships while promoting company services

Bookkeeping & Accounting
Process Accounts Receivable (AR) and Accounts Payable (AP)
Prepare invoices, customer payments, vendor payments, and financial records
Enter and audit transactions using QuickBooks or similar accounting software
Maintain bookkeeping records, reconcile accounts, and assist with collections
Generate reports and assist with month-end accounting activities
Administrative Support
Prepare contracts, reports, correspondence, and business documents
Maintain spreadsheets and databases using Microsoft Excel and Word
Organize filing systems and maintain confidential records
Support department leadership with projects and office administration
Qualifications

Required:

High school diploma or equivalent
Minimum 2 years of bookkeeping experience or equivalent on-the-job training
1–2 years of customer service or office administration experience preferred
Strong Microsoft Excel and Word skills
Minimum typing speed of 50 WPM
Excellent organizational, communication, and problem-solving skills
Preferred:
Associate degree in Accounting, Business Administration, or related field
Experience with QuickBooks or similar accounting software
Experience with customer accounts, collections, or the fuel, energy, retail, wholesale, or service industries

Benefits

Upon hire, our client offers a competitive benefits package, including:
401(k)
401(k) Company Match
Profit Sharing
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Paid Time Off (PTO)

Work Environment

Professional office setting
Primarily sedentary work with frequent computer use
Occasional lifting of office supplies and files
Occasional local travel for inventory-related activities

Customer Service Rep/Bookkeeper