Client Relations Support/Admin Support

Client Relations Support/Admin Support

Job purpose

At Outdoor Elements (OE) we’re seeking a dynamic individual to support our teams at OE and Home Expressions (HE) with his/her focus on the client service by qualifying web and phone inquiries and scheduling initial consultations and tours. S/he will be responsible for providing support to Client Relations, Admin and Accounting Departments with various clerical needs. This position is ideal for candidate who is looking to grow experience in customer service and administrative Role.

Duties and responsibilities

• Assists with incoming lead calls as they are received –weekend and evening inquiries will be returned the morning of the following business day;
• Address questions from potential clients ensuring they have a complete understanding of the services provided and the benefits of working with our team(s);
• Schedule consultation and showroom tours with appropriate company and staff member(s)
• Obtain all required information from potential clients and enter into database;
• Provide Dealer information to prospective customers who are interested in our product outside of our service area.
• Prepare lead packet for all initial consultations, ensure information is complete including maps and necessary documentation from architectural team;
• Update database when clients cancel initial consultations and tours. Follow up with client and reschedule appointments when possible;
• Proofreads copy for spelling, grammar and layout, making appropriate changes. Responsible for accuracy and clarity of final copy;
• Prepare new client Folders;
• Process client warranty submissions.
• Appointment Confirmation, 24-hour prior to meeting.
• Order office supplies and maintain inventory.
• Write client correspondence from summary for CEO;
• Acts as a liaison with other departments and outside agencies, including management.
• Handles confidential and non-routine information.
• Works independently and within a team on special nonrecurring and ongoing projects.
• Assists Accounting Department with various tasks.
• ALWAYS BE COURTEOUS, CHEERFUL, AND SERVICE ORIENTED.
• Other duties as required.

Our manufacturing facilities will be relocating to Escondido, CA in April 2024. This position will be based out of Escondido; however, training will take place in our current facilities in Kearny Mesa. Candidates must be willing to train in Kearny Mesa until the move in April 2024.

Qualifications include:

• Excellent customer service and strong verbal communication skills;
• Cheerful attitude;
• Keen people skills;
• Ability to deal with difficult clients;
• Extremely detail oriented;
• Team player;
• Proficient knowledge of Microsoft Word, Outlook and Excel;
• Type 45 WPM;
• Proactive;
• Minimum 3 years’ experience working in a professional environment and 2 years experience working in a customer service position;
• High School graduate or GED equivalent;
• Ability to operate standard office equipment;
• Ability to lift up to 20lbs;

Working conditions

The Admin Support role will generally work a full time 40-hour week, but it may occasionally be necessary to work extended weekend and evening hours.

Physical requirements

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. Able to lift office supplies weighing up to 20lb.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 3 years

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• Escondido, CA 92025: Relocate before starting work (Required)

Work Location: In person