Memorial Design & Client Support Specialist

Adroit Partners; Town of Texas (WI); On-site; USD 42,000 - 54,000; Full time

Job summary

Adroit Partners in Wisconsin seeks a Customer Order Specialist to work with pre-need client families by phone and email, supporting bronze memorial design and storage initiatives while maintaining accuracy and file integrity.

You will review memorial selections with families, design and submit bronze memorials using our POS and supplier systems, meet weekly productivity goals, and keep the digital project library organized.

Qualifications

• 2-3 years of customer service or call-center experience required.

Responsibilities

• Make outbound calls to review memorial selections with client families.
• Provide high level customer service to internal and external customers.
• Design and submit bronze memorials using the internal POS and supplier systems for client approval.
• Meet weekly productivity goals for the Bronze Memorial team.
• Catalog and maintain a digital library of projects in the filing system.
• Adjust priorities and perform other duties to meet team goals.

Skills

Customer service

Excel

Outlook

Word

Attention to detail

Communication

Teamwork

Prioritization

Education

High school diploma

Tools

POS system

Vendor systems

Job description

Adroit Partners in Wisconsin seeks a Customer Order Specialist to work with pre-need client families by phone and email, supporting bronze memorial design and storage initiatives while maintaining accuracy and file integrity.

You will review memorial selections with families, design and submit bronze memorials using our POS and supplier systems, meet weekly productivity goals, and keep the digital project library organized.