Client Services Representative I

Apogee Enterprises, Inc.•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 order and client information into the company database, verifies pricing and applies discounts or promotions, and coordinates shipping and order updates. It also responds to client inquiries, resolves order-related issues with internal teams, maintains transaction records, assists with reporting, and processes replacement orders when needed. Duties may vary by location or brand. The position is based in an office environment, with extended periods using a computer and participating in team meetings, occasional trips to manufacturing, and occasional travel to other sites or corporate locations. The role requires the ability to lift up to 10 pounds and flexibility in work hours, including overtime.

Requirements

  • High school diploma.
  • Time management, organization, and planning skills.
  • Strong verbal and written communication skills.
  • Problem-solving, troubleshooting, and decision-making skills.
  • Experience with Microsoft Office.
  • Regular and dependable attendance.
  • Flexibility in 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.
  • Minimum of one year of customer service experience.
  • Proficiency with order entry processes and software.

Responsibilities

  • Process incoming orders received by phone, email, or other channels and ensure order information is complete and accurate.
  • Check product availability and ensure orders can be filled promptly.
  • Enter product details, quantities, and client information accurately into the company database.
  • Verify pricing and apply applicable promotions or discounts.
  • Coordinate with shipping and logistics teams to ensure orders are shipped accurately and on time.
  • Track order status and provide updates to clients.
  • Respond to client inquiries, resolve order issues, and provide customer service.
  • Communicate with Sales, Customer Service, Finance, manufacturing, shipping, and other internal departments to resolve issues and support smooth order processing.
  • Maintain detailed, organized records of orders and related transactions and assist with generating reports.
  • Identify and resolve issues arising during order processing.
  • Collaborate with other departments to identify defects and determine root causes.
  • Process replacement orders as necessary.

Benefits

  • Competitive benefits package for employees and 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.
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