Client Relationship Assistant

Description

Job Description: Client Relationship Assistant

Position: Client Relationship Assistant

Department: Client Relations

Reports To: Client Relationship Manager

Position Purpose:

Receive and process incoming orders for shipping. Generally receives orders via warehouse management software or email. Duties include informing customers of receipt, prices, shipping dates, and delays; preparing orders for the warehouse team each day; and handling complaints.

Responsibilities: 

- Verify customer and order information for correctness, checking it against previously obtained information as necessary.

- Receive and respond to customer complaints.

- Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.

- Inform customers by mail or telephone of order information, such as unit prices, shipping dates, shipping quotes, and any anticipated delays.

- Recommend services and supplies that will meet customers' needs.

- Confer with production, shipping, warehouse, sales, or common carrier personnel to expedite or trace shipments.

- Communicate with carriers to file claims or to update company and customer information.

- Inspect outgoing work for compliance with customers' specifications.

- Check inventory records to determine availability of requested merchandise.

- File and record needed documentation and client requests. 

- Notify departments and clients when supplies of specific items are low, or when orders would deplete available supplies.

- Recommend type of packing or labeling needed for new products and orders.

- Calculate and compile order-related statistics and prepare reports for management.

Nature and Scope:

- Train with Office Operations Manager.

- Learn Infoplus system.

- Learn basic warehouse operations.

- Conduct weekly or monthly meetings with all clients.

- Ensure that clients needs are met and maintaining positive working relationships with them.

Required Skills and Experience:

- Very well spoken.

- Can effectively deescalate client concerns.

- Strong communication skills including written communication skills.

- Self-motivated.

- 1 year of experience in customer relationship and order processing roles or similar experience.

- Proficient with Microsoft Office Suite or related software.

Environment:

- This position is primarily in a climate-controlled office.

- This position needs to be done in person at the office.

- Must be able to lift up to 15 pounds at times.

Benefits:

- Dental, life and medical insurance after 60 days.

- IRA with 3% match after 90 days.

- PTO after 90 days.

- Pay based on experience. 

Requirements

Required Skills and Experience:

- Very well spoken.

- Can effectively deescalate client concerns.

- Strong communication skills including written communication skills.

- Self-motivated.

- 1 year of experience in customer relationship and order processing roles or similar experience.

- Proficient with Microsoft Office Suite or related software.