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Account associate skills for your resume and career

Updated January 8, 2025

4 min read

Quoted expert

Todd Lee Goen

Below we've compiled a list of the most critical account associate skills. We ranked the top skills for account associates based on the percentage of resumes they appeared on. For example, 28.9% of account associate resumes contained customer service as a skill. Continue reading to find out what skills an account associate needs to be successful in the workplace.

15 account associate skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how account associates use customer service:

Provided day-to-day management of client relationships, including customer service, account maintenance and documentation of all changes and interactions.
Delivered exceptional customer service to build productive relationships between the company and customers while facilitating smooth problem solving environment.

2. Work Ethic

Here's how account associates use work ethic:

Commended for dedicated work ethic and rewarded by steadypromotions and training in all aspects of work.
Maintain a strong work ethic with a total commitment to success each and every day.

3. Develop Leads

Here's how account associates use develop leads:

State Farm bank certified) - Develop leads & schedule appointments - Market appropriate products and services.
Develop leads, schedule appointments, identify customer needs and market appropriate products and services.

4. Patients

Here's how account associates use patients:

Utilized computerized and automated mail systems daily to notify appointment reminders to Cleveland Clinic patients.
Developed and maintained a professional, service-oriented working relationship with patients, co-workers and supervisor.

5. Account Management

The process of strengthening the relationship between a company and client is called account management. Effective account management has two key objectives, one is to retain loyal customers and the second one is to help the company grow by creating connections with new customers.

Here's how account associates use account management:

Monitored changes in IRS regulations for documentation requirements on non-resident alien accounts to ensure accurate account management and IRS reporting.
Develop and execute account management plans that identify and prioritize activities to accomplish.

6. PowerPoint

Here's how account associates use powerpoint:

Designed and created PowerPoint presentations that highlighted products and services.
Created and updated product presentations using PowerPoint.

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7. Reconciliations

Here's how account associates use reconciliations:

Secured a promotion within one year by assuming journal entry and basic reconciliations responsibilities in addition to already performing AP functions.
Completed monthly reconciliations for Investment Accounts to research outstanding variances that resulted in clearing all invalid items with proper explanations.

8. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how account associates use data entry:

Approve sales-generated documents needed for the implementation of non-national accounts and distribute for data entry.
Communicate and identify any problems to Manager encountered during data entry.

9. Payroll

Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.

Here's how account associates use payroll:

Process bi-monthly payroll processing for 150 employees including new hires, termination payouts and medical deduction calculated accurately.
Performed monthly analysis on all payroll account activity by examining payroll registers and special reports.

10. Client Facing

Here's how account associates use client facing:

Processed receipts and coordinated/tracked disbursements for client facing comprehensive proprietary database.
Maintained the internal and client facing SharePoint.

11. Account Reconciliations

Here's how account associates use account reconciliations:

Assisted with month-end and year close activities; prepared account reconciliations/resolved discrepancies.

12. Client Accounts

Here's how account associates use client accounts:

Followed established procedures for funding client accounts, ensuring proper documentation and approval paperwork as required.
Retained key client accounts by successfully managing client expectations and brokerage capabilities.

13. GAAP

Here's how account associates use gaap:

Participated in internal Sarbanes-Oxley audits to verify procedures are performed in accordance with GAAP and Sarbanes-Oxley requirements.
Handled reviewing billing documentation to ensure compliance to GAAP and company revenue recognition policies.

14. Facebook

Here's how account associates use facebook:

Created original social media content for various online platforms including Twitter and Facebook.
Created Safe Ads, which were placed strategically on Facebook to ensure campaign goals and objectives were met.

15. Financial Reports

Here's how account associates use financial reports:

Prepared daily bank deposits of income; executed and distributed financial reports showing shortages/surpluses in income for various departments.
Created and analyzed financial reports and records for management review.

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What skills help Account Associates find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What technical skills for an account associate stand out to employers?

Todd Lee Goen

Instructor & Internship Director, Christopher Newport University

Technical skills are often industry and/or position specific. Applicants should highlight any technical skills related to the position advertisement and those that add value to the position/organization. Most importantly, requirements for technical skills change with time and technological advances. This means employers value workers capable of adapting to change and continually improving and acquiring new technical skills. Thus, it's usually more important to demonstrate you are capable of learning and developing technical skills than it is to have a specific skill set upon hire (although this is not true for some positions/industries).
That said, technical skills related to online presentations, virtual meetings, virtual networking, remote working and the like are hot commodities right now. While most organizations were in the process of adopting many of these technologies and ways of doing business pre-pandemic, the pandemic accelerated the process. Organizations are making it work, but they often don't know best practices or the most efficient means of working in the largely virtual, pandemic environment. Post-pandemic, many of the remote/virtual changes the pandemic brought will stay in some form. Technical skills that support this type of workplace will make applicants stand out to many employers because they need/want to do virtual/remote business better.

Do you want to know more?

List of account associate skills to add to your resume

The most important skills for an account associate resume and required skills for an account associate to have include:

Customer Service
Work Ethic
Develop Leads
Patients
Account Management
PowerPoint
Reconciliations
Data Entry
Payroll
Client Facing
Account Reconciliations
Client Accounts
GAAP
Facebook
Financial Reports

Twitter
Real Estate
HR
General Ledger Accounts
External Clients
Patient Accounts
Balance Sheet Accounts
A/P
External Auditors
Financial Data
Outbound Calls
Client Relationships
Accounts Payable Processing
Billing Issues
Press Releases

Customer Accounts
Bank Reconciliations
Financial Transactions
Fixed Assets
Medical Equipment
Tax Returns
Commercial Property
Medicaid
PeopleSoft
Customer Inquiries
ACH
Xerox
Bank Statements
Cash Application
Inbound Calls

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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