Customer Service Specialist in Lake Forest

Energy Jobline ZR; Lake Forest (CA); On-site; USD 32,000 - 39,000; Full time

Job summary

Energy Jobline ZR is seeking a Customer Service Representative/Account Specialist in Lake Forest, CA. The role focuses on handling customer orders, coordinating shipments, and supporting account management in a fast-paced environment.

The ideal candidate will excel in Excel, details, and cross-functional collaboration, with 0–2 years of relevant experience. This is a full-time onsite position with typical daytime hours.

Qualifications

• Bachelor’s degree is required.
• 0–2 years in customer service, inside sales, account management, business development or customer support.
• Proficiency in Microsoft Office (Excel, Outlook).
• Experience with SAP ERP and EDI systems is a plus.

Responsibilities

• Communicate with customers via email and phone about orders and inquiries.
• Receive, process, and enter customer orders accurately.
• Coordinate with Sales and Purchasing teams.

Skills

Excel

Multitasking

Attention to detail

Education

Bachelor’s degree

Tools

SAP ERP

EDI systems

Forecasting

Job description

Job DescriptionJob Description

Customer Service Representative/Account Specialist

Location:Lake Forest, CA (Onsite)
Pay:$25.00 per hour
Job Type:Full-Time | Temp-to-Hire

Position Overview

We are seeking a motivated, detail-oriented, and fast-paced Customer Service Representative to join our growing team. This is an excellent opportunity for someone who thrives in a dynamic environment and enjoys managing multiple priorities.

The ideal candidate will have strong organizational skills, advanced Microsoft Excel capabilities, and the ability to coordinate shipments, support customer accounts, and collaborate cross-functionally with internal teams. WE ARE OPEN TO NEW BUSINESS GRADUATES!

Key Responsibilities

• Communicate with customers via email and phone regarding orders, updates, and inquiries
• Receive, process, and enter customer orders accurately
• Coordinate closely with Sales and Purchasing teams
• Plan and schedule shipments, including international lead times
• Generate and maintain short-term and long-term (12-month) forecasting reports
• Provide shipping updates and order status to customers
• Issue customer credits and manage RMA (Return Merchandise Authorization) processes
• Maintain and update customer requests in internal systems
• Analyze inventory needs and forecast for reservation planning
• Respond to product inquiries from customers and sales representatives
• Gather project and technical information from customers and coordinate internally
• Prepare and submit formal quotes to customers
• Process sample orders
• Support Account Managers and Outside Sales Representatives in securing purchase orders
• Assist with implementation of operational procedures
• Perform additional duties as needed based on business needs

Required Qualifications

• Bachelor’s degree (required)
• 0-2 years of experience in:
• Customer service
• Inside sales
• Account management
• Business development
• Customer support
• Proficiency in Microsoft Office (Excel, Outlook)

Qualifications

• Experience with SAP ERP systems
• Experience in:
• Demand and supply forecasting
• Order fulfillment
• Shipment planning with overseas lead times
• Familiarity with EDI systems

Key Skills & Competencies

• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• Ability to multitask and manage competing priorities
• Strong problem-solving and analytical abilities
• Time management and sense of urgency
• Team-oriented with a positive attitude
• Highly dependable and responsible
• Fast learner with strong computer and internet skills

Work Schedule

• Monday – Friday
• 8:00 AM – 5:00 PM (Day Shift)

Additional Requirements

Ability to commute daily to Lake Forest, Ca

• Work location: In-person
• Job Type: Full-time
• Shift: 8 hour shift, Day shift