Client Services Representative I

Apogee•Wausau, WI

About The Position

The Client Services Representative I acts as the primary contact for clients and prepares client orders for manufacturing. The role processes incoming orders, checks product availability, enters and verifies order information, and coordinates with internal teams to support accurate and timely fulfillment. Duties may vary based on location or brand. The representative responds to client questions and order issues, tracks order status, maintains transaction records, assists with reports, and helps identify and resolve problems during order processing. The role also works with Sales, Manufacturing, Shipping, Customer Service, and Finance, including collaborating to identify product defects and determine root causes and processing replacement orders when necessary. The position involves extended periods of office work on a computer and in team meetings, occasional trips to manufacturing, and occasional travel to other sites or corporate locations. The employee must be able to lift up to 10 pounds and have flexibility in work hours, including overtime.

Requirements

High School Diploma required.
Strong verbal and written communication skills.
Time management, organization, and planning skills.
Problem-solving, troubleshooting, and decision-making skills.
Experience with Microsoft Office.
Regular and dependable attendance.
Flexibility of work hours, including overtime.
Ability to work in an office environment, with occasional trips to manufacturing.
Ability to lift up to 10 pounds.

Nice To Haves

Associate degree or equivalent work experience preferred.
Minimum of 1 year of customer service experience preferred.
Proficiency with order entry processes and software preferred.

Responsibilities

Process incoming orders through phone, email, or other channels, ensuring information is complete and accurate.
Check product availability and confirm orders can be filled promptly.
Enter client orders, product details, quantities, and client information into the company database.
Verify pricing and apply applicable promotions or discounts.
Coordinate with shipping and logistics teams to help ensure orders ship accurately and on time.
Track order status and provide updates to clients.
Address client inquiries about order status, resolve issues, and provide customer service.
Communicate with Sales, Customer Service, Finance, Manufacturing, Shipping, and other internal departments to resolve order-related issues and support smooth processing.
Maintain detailed and organized records of orders and related transactions.
Assist with generating reports.
Identify and resolve issues that arise during the order processing cycle.
Collaborate with other departments to identify defects and determine root causes.
Process replacement orders as necessary.

Benefits

Comprehensive benefits package for employees and their dependents, including medical, dental, vision, life, and disability coverage.
Incentive plans.
401(k) with employer contribution and match.
Employee Stock Purchase Plan with employer match.
Paid time off, including vacation and sick time.
Paid holidays.
Tuition reimbursement program.
Employee Assistance Program (EAP).
Wellness program.
Training and career progression.