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Client Services Associate

Job in Frisco, Collin County, Texas, 75034, USA
Listing for: Valid8 Financial, Inc.
Full Time position
Listed on 2026-06-12
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager, Customer Service Rep, HelpDesk/Support
Salary/Wage Range or Industry Benchmark: 40000 - 50000 USD Yearly USD 40000.00 50000.00 YEAR
Job Description & How to Apply Below

The Client Services Associate (CSA) is responsible for providing service at the highest level for all client interaction. The CSA is the “face” of the company and will interact with clients to provide information in response to inquiries about products and services and to handle and resolve complaints. Client satisfaction is job one at Solais Lighting, LLC.

Client satisfaction is a measure of how products and services supplied by a company meet or surpass client expectation. Client satisfaction is seen as a key differentiator and increasingly has become a key element of business strategy. It is essential for the CSA at Solais to effectively manage client satisfaction. The achievement of client satisfaction leads to company loyalty and product repurchase.

ESSENTIAL

GOALS AND OBJECTIVES
  • Handle incoming calls in a friendly and courteous way.
  • Attract potential clients by answering product and service questions; suggest information about other products and services.
  • Analyze requests, provide information requested or ascertain who best can provide the information and route the request to the proper person.
  • Receive client requests by telephone, mail and email.
  • Receive and review all orders and verify that they accurately reflect product numbers and pricing.
  • Ensure the accuracy of information, ship-to and bill-to addresses.
  • Contact clients to ascertain data omitted on orders and correct, if necessary.
  • Enter sales orders into the Solais accounting system.
  • Confirm sales orders with clients by sending each client a sales order confirmation.
  • Maintain client records by updating account information as necessary.
  • Help trace the status of orders through the Shipping Department.
  • Send weekly open order communication to proactively communicate with clients about order status.
  • Maintain liaison with other departments for order completion.
  • Have knowledge of product lines, prices, delivery time, drop ship items, various marketing promotional services, and similar data as required.
  • Coordinate (RGA) returns and replacements as needed.
    • Prepare and forward preliminary paperwork to returns and replacements on problem orders.
    • Resolve product or service problems by clarifying the client complaints; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; sending a test result; following up as prepared by Solais QC Personnel during the evaluation of a return to ensure resolution.
  • Liaison with Shipping to coordinate priority shipments.
  • Ensure “Picking/Packing List” is created and delivered to the shipping department.
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Position Requirements
10+ Years work experience
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