Customer Service Specialist (Finance)
Job Summary
The Customer Service Specialist serves as a key point of contact for customers, managing inquiries, returns, documentation, and order updates to ensure a seamless customer experience. This role supports operational efficiency by coordinating with internal teams, maintaining accurate records, and ensuring compliance with quality and regulatory standards. Customer-focused and detail-oriented, Customer Service Specialists excel in fast-paced environments and are accountable for meeting service KPIs such as response time and issue resolution. Success in this role requires professionalism, adaptability, and a continuous improvement mindset.
Job Responsibilities
- Investigate non-conformance issues with support from departments such as QA and ME; manage RMAs, including issuance, return logistics, and processing of returned parts (RMRs), with disposition and rework/replacement orders as needed.
- Handle order cancellations with appropriate managerial approval and manage pull-in requests independently when within lead-time.
- Complete documentation corrections (e.g., Test Data Reports, CoCs) and respond to customer Open Order Reports by confirming shipping and dock dates.
- Maintain traceability and compliance of CRB documentation in accordance with QMS (Quality Management System) standards.
- Stay current on existing and new products, applications, and industry trends to support effective customer communication and quoting.
- Build and maintain customer relationships.
- Collaborate closely with cross-functional teams including external sales, logistics, finance, and product management.
- Act with friendliness, courtesy, and respect in all customer interactions.
- Work well alone and in teams of co-workers.
- Follow instructions, accept constructive criticism, and convert this information into positive outcomes.
- Work with the EHS department to ensure compliance with all local, state, and federal regulatory requirements, including OSHA, NFPA, DNR, EPA, and sustainability practices.
- Work with the Quality department to ensure all quality standards are met for AS9100 certification.
- Comply with company policies and procedures.
- Perform other duties as assigned.
- Receive training in sales operations and customer service to support evolving team needs.
- This is primarily a work-from-home position, with possible reporting to the office as needed.
Requirements
- Education: High School diploma or GED required.
- Experience: 6 months to 1 year of Customer Service experience.
- Physical: Ability to sit, stand, walk, bend, stoop, twist, reach, and reach overhead. Able to lift and carry 0-20 lbs occasionally.
- Shift: 1st shift (Monday-Friday, 8:00 am - 5:00 pm).
Knowledge: English language, production and processing techniques.
Skills: Active listening, attention to detail, communication, critical thinking, information gathering, reading comprehension, speaking, time management.
Abilities: Near vision, oral comprehension, problem sensitivity.