Client Services Representative Trainee

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Client Services Representative Trainee:

The Client Services Representative Trainee (CSR) will be responsible for processing orders diligently, timely, and accurately; as well as scheduling all incoming orders, both internal and external. The CSR Trainee will also execute administrative and sales-related responsibilities that relate to client relations management to ensure that customers have a positive experience!

• Create and process orders with diligence and accuracy, and send necessary quotes/drawings/receipts to the client promptly.
• Detect any potential problems with the sales process and share them 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 phone, email, direct interaction, and fax.
• Follow up with clients after their order has been completed, and gather feedback.
• Answer your communications promptly, 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.

Ability to meet deadlines, exhibit great attention to detail, and communicate in a professional, concise manner. A thorough understanding of standard business practices, problem-solving skills, as well as a client-first attitude are necessary for success. Familiarity with cabinet fabrication, terminology, or similar industry experience is highly preferred, but not required.

• Working knowledge of Microsoft Office products (Excel, Word, PowerPoint).
• 1-2 years of related client service experience.
• Understanding of basic software systems and products.
• Proven communication skills.

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.