Client Relations Associate

Confidential; New York (NY); On-site; USD 48,000 - 72,000; Full time

Job summary

Confidential is seeking an organized Client Relations Associate to serve as the main contact for clients, ensuring smooth order processing and on-time delivery across our wine portfolio.

In this role you will manage orders, coordinate with overseas suppliers, maintain pricing structures, and use MS Office and Microsoft Business Central to keep data accurate. You will thrive in a fast-paced, service-driven environment, building strong relationships with restaurants, retailers, and collectors.

Qualifications

• Experience in client relations, logistics, or customer service.
• Strong communication and problem-solving abilities.
• Familiar with ERP/CRM systems and pricing processes.

Responsibilities

• Act as the primary contact for client partners nationwide and overseas suppliers, handling orders and delivery issues.
• Process and analyze orders against inventory, ensuring stock for programs and national placements.
• Protect allocations for national programs and optimize orders for container and freight efficiency.
• Manage high-volume order entry and account maintenance in Microsoft Business Central (BC) ERP.
• Maintain a complex price list with hundreds of wine SKUs, pricing levels, and discounts.
• Provide professional service to clients from private collectors to distributors, restaurants, and retailers.
• Handle returns, breakage claims, and customer complaints with efficiency and empathy.
• Collaborate with internal and external teams to deliver seamless experiences.
• Collect and relay customer feedback for continuous improvement.

Skills

Client relations

Logistics / Customer service

ERP/CRM experience

MS Office

Microsoft Business Central familiarity

Tools

Microsoft Business Central

MS Office

Monday.com

Job description

We are seeking an organized, personable, and detail-driven Client Relations Associate to serve as a key point of contact for our customers — building lasting relationships while ensuring seamless order processing and delivery across our portfolio.

What You'll Do

• Act as the primary point of contact for client partners nationwide and overseas suppliers - with specific attention to order processing, product availability, delivery schedules/issues, and general information.
• Process and analyze orders against on-hand inventory and pending orders, ensuring stock is in position for programs and key national placements.
• Protect allocations for national programs and key placements, and optimize orders for container and freight efficiency
• Manage high-volume order entry and account maintenance in Microsoft Business Central, our ERP
• Work with, actively interpret, and maintain a complex price list, which includes hundreds of unique wine SKUs with various pricing levels and discount structures.
• Provide professional and knowledgeable service to a range of clients, from private collectors to distributors, restaurants, and retailers.
• Handle returns, breakage claims, and customer complaints with efficiency and empathy.
• Collaborate with all internal and external teams to deliver seamless experiences.
• Collect and relay customer feedback with the goal of continuous improvement.

What You Bring

• Previous experience in client relations, logistics, or customer service, ideally within the wine or beverage industry.
• Excellent communication, relationship-building, and problem-solving skills.
• Proficient in MS Office (Excel, Word); familiarity with ERP/CRM systems (Microsoft Business Central experience plus).
• Comfort using multiple tools and project platforms: ERP, Monday.com, etc.
• Comfortable utilizing A.I. programs to facilitate data analysis and comparison.
• Detail-oriented, highly organized, and able to thrive in a fast-paced, relationship-driven environment.
• Knowledge of international shipping, customs clearance, and alcohol regulations is highly desirable.
• Passion for wine, spirits, or sake is a strong plus!