Client Services Representative

Client Services Representative Summary of Position The Client Services Representative (CSR) will be responsible for processing orders diligently, timely, and accurately; as well as the scheduling of all incoming orders, both internal and external. The CSR will also execute administrative and sales-related responsibilities that relate to client relations management.

Essential Job Functions and Responsibilities Create and process orders with diligence and accuracy and send necessary quotes/drawings/receipts to the client in a timely manner. Use proper grammar notation exhibiting concise, professional communication skills. Detect any potential problems with the sales process and share with your manager to offer independent solutions and alternatives.

Maintain daily awareness of deadlines and responsibilities. Effectively multi-task while maintaining clarity and proper prioritization management. Communicate inventory statuses accurately to your clients. Provide effective customer service via the phone, email, direct-interaction and fax. Follow-up with clients after their order has been completed and gather feedback.

Answer your communications in a timely manner, giving undivided attention to the client. Offer assistance and help the customer with inquiries. Monitor and reply to online reviews about the business and report them to your manager. Manage the reception area and keep it clean, as needed. Other duties as assigned by your manager.

Knowledge, Skills and Abilities Ability to meet deadlines, exhibit great attention to detail and communicate in a professional, concise manner is essential. A thorough understanding of standard business practices, problem-solving issues in a rapid environment and a clients-first attitude is necessary for success. Familiarity with cabinet fabrication, terminology or similar industry experience is highly preferred, but not required.

Minimum Qualifications

Working knowledge of Microsoft Office products (Excel, Word, Power Point). 2-4 years of related client service experience. Understanding of basic software systems and products. Proven communication skills. Bilingual: Spanish and English. Comments This job description in no way states or implies these are the only duties to be performed by the employee occupying this position.

The incumbent will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor or manager. This document does not create an employee contract, implied or otherwise other than an “at will” relationship.