Client-Focused Service & Order Coordinator

TCWGlobal; Brainerd (MN); On-site; USD 24,796 - 27,552; Full time

Job summary

Ascensus is seeking a detail-oriented Customer Service & Order Management Coordinator on a W2 contract-to-hire basis to serve as a key contact for clients and support retirement product orders.

You will manage the full order lifecycle, from processing orders to coordinating shipments, resolving inquiries, handling invoices and returns, monitoring inventory, and collaborating with internal teams to ensure an exceptional client experience in a fast-paced environment.

Qualifications

• Associate degree in Business or equivalent experience.
• Proficiency with Microsoft Office.
• Strong customer service and communication skills.
• Excellent written, verbal, and interpersonal communication.

Responsibilities

• Serve as the first point of contact for clients via phone and email.
• Process incoming product orders accurately and verify existing orders.
• Communicate policies, timelines, and order status to clients.
• Research and resolve customer inquiries using internal systems.
• Document all customer interactions and resolutions.
• Process daily invoices, returns, and credits.
• Support daily fulfillment: order printing, shipment QA, and vendor communications.
• Monitor inventory levels and coordinate with vendors for estimates and PO issuance.
• Cross-sell opportunities and support education registrations as needed.

Skills

Customer service

Communication

Analytical thinking

Attention to detail

Organization

Multitasking

Team player

Prioritization

Education

Associate degree in Business

Tools

Microsoft Office

Job description

Ascensus is seeking a detail-oriented Customer Service & Order Management Coordinator on a W2 contract-to-hire basis to serve as a key contact for clients and support retirement product orders.

You will manage the full order lifecycle, from processing orders to coordinating shipments, resolving inquiries, handling invoices and returns, monitoring inventory, and collaborating with internal teams to ensure an exceptional client experience in a fast-paced environment.