Client Services Representative I

Apogee Enterprises Inc; Town of Wausau (WI); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical, Dental, Vision benefits

401(k) with company match

Employee stock purchase plan

Job summary

Apogee Architectural Metals in Wisconsin seeks a Client Services Representative I to be the primary client contact and to prepare orders for manufacturing. The role combines order processing, logistics coordination, and frontline customer service to ensure accurate, timely deliveries.

You will input orders, verify pricing, and work with Sales, Manufacturing, Shipping, and Finance to resolve issues while maintaining detailed records and generating routine reports.

Qualifications

• High School Diploma required; Associate's degree preferred.
• Minimum 1 year of customer service experience preferred.
• Proficiency with order entry processes and software is preferred.
• Strong verbal and written communication skills required.

Responsibilities

• Process incoming orders via phone, email, or other channels with complete and accurate information.
• Check product availability and ensure timely fulfillment of orders.
• Input client orders and details into the database and verify pricing.
• Coordinate with Sales, Manufacturing, Shipping, and Finance to resolve issues.
• Track order status and provide updates to clients; maintain records and generate reports.
• Identify defects and assist with replacement orders; ensure cross-functional integration.

Skills

Time management

Clear communication

Problem-solving

Microsoft Office

Attendance reliability

Flexibility / OT

Education

High School Diploma

Associate's Degree or equivalent

Tools

Order entry software

Job description

Apogee Architectural Metals

Position Summary

The Client Services Representative I acts as the primary contact for clients and prepares client orders to be used by manufacturing. The essential duties outlined below may vary based on location or brand.

Key Responsibilities

Ordering Processing

• Processing incoming orders, whether received via phone, email, or other channels, ensuring all information is complete and accurate.
• Checking product availability and ensuring orders can be filled promptly.
• Accurately inputting client orders, including product details, quantities, and client information, into the company's database.
• Verifying pricing and applying any applicable promotions or discounts to orders.

Logistics

• Working with shipping and logistics teams to ensure orders are shipped accurately and on time.
• Tracking the status of orders and providing updates to clients.

Customer Service

• Addressing client inquiries regarding order status, resolving issues, and providing excellent customer service.
• Communicating with internal teams (Sales, Customer Service, and Finance) to resolve order-related issues.

Reporting

• Maintaining detailed and organized records of all orders and related transactions.
• Assisting with generating reports.
• Identifying and resolving issues that may arise during the order processing cycle.

Cross-Functional Integration

• Work closely with sales, manufacturing, Shipping and other internal departments to ensure smooth order processing.

Quality

• Collaborating with other departments, such as sales, manufacturing, and shipping, to identify defects and determine root cause.
• Processes replacement orders as necessary.

Experience & Skills

Education:

• o High School Diploma, required
• o Associates Degree or equivalent work experience, preferred

Experience:

• o Minimum of 1 year of customer service experience, preferred
• o Proficient with order entry processes and software, preferred

Required Skills:

• o Time management, organization, and planning.
• o Strong verbal and written communication skills.
• o Problem-solving, troubleshooting, and decision-making.
• o Experience with Microsoft Office.
• o Regular/dependable attendance.
• o Flexibility of work hours, including overtime.

Work Environment/Travel Requirements

• o Occasional travel related to other sites /corporate.
• o Extended periods of office work on a computer and in team meetings.

Physical Requirements

• o Ability to work in an office environment, with occasional trips to manufacturing.
• o Lift up to 10 lbs.

Our Benefits

We care about and invest in our employees. We are proud to offer a comprehensive benefits package designed to support their well-being and foster professional development. Here is a glimpse of what you can look forward to if you join our team.

• Competitive Benefits Package for employees and their dependents (Medical, Dental, Vision, Life, Disability)
• Incentive Plans
• 401(k) with employer contribution and match
• Employee Stock Purchase Plan with employer match
• Paid Time Off (Vacation and Sick Time)
• Paid Holidays
• Tuition Reimbursement Program