Position Overview

The Client Services Representative Trainee (CSR) will be responsible for processing orders diligently, timely, and accurately; scheduling all incoming orders, both internal and external; and executing administrative and sales-related responsibilities related to client relations management. This role is integral to ensuring that customers have a positive experience.

Key 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 and exhibit concise, professional communication skills.
• Detect 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.
• Communicate inventory statuses accurately to clients.
• Provide effective customer service via phone, email, direct interaction, and fax.
• Follow up with clients after order completion and gather feedback.
• Respond to communications in a timely manner, giving undivided attention to the client.
• Offer assistance and help customers with inquiries.
• Monitor and reply to online reviews about the business and report them to your manager.
• Manage the reception area and ensure it remains clean, as needed.
• Perform other duties as assigned by your manager.

Required Qualifications

• 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.
• Ability to meet deadlines, exhibit great attention to detail, and communicate professionally.
• Client-first attitude combined with a thorough understanding of standard business practices and strong problem-solving skills.

Preferred Qualifications

• Familiarity with cabinet fabrication, terminology, or similar industry experience.