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Client Services Specialist

Company: Custom Products
Location: Solon
Posted on: May 27, 2023

Job Description:

The Client Services Specialist supports the account team by building client relationships, coordinating order processing and taking responsibility for assigned account functions to ensure service levels are met.


  • Receive and confirm incoming orders from clients and maintain client files.
  • Enter production orders into system according to specifications based on client requirements.
  • Work with other departments on status of orders and provide updates to clients when needed.
  • Manage material discrepancies with client.
  • Resolve client inquiries and complaints and document Customer Disappointments in software.
  • Maintain regular contact with clients to fulfill requests, anticipate needs, and ensure client goals are met.
  • Process releases for just-in-time delivery to customer.
  • Schedule and coordinate inbound shipments.
  • Generate excel reports on weekly and monthly basis, distribute to appropriate departments.
  • Participate in information gathering for new items and/or new orders.
  • Submit requests for pricing to Purchasing, and provide client quotes for new item orders.
  • Source and place orders from vendors and handle associated CARs, as needed.
  • Manage purchase orders, i.e. entering orders, follow up on late orders and tracking invoices.
  • Maintain pricing and costs in the system.
  • Assist sales team in collaborating with internal business partners to address client needs.
    • Monitor inventory levels to determine when orders need to be placed, as needed.
    • Monitor and coordinate involvement of Operations and Management to ensure client satisfaction.
    • Inspect and approve job orders and incoming materials and establish accept/reject criteria.
    • Other related duties, as assigned.
      Bachelor's degree in related field; two or more years of client service work preferred. Related client service work in excess of five years considered in lieu of degree.

      • Computer skills - MS Office (Word, Excel) and utilization of an ERP (SAP preferred),
      • Ability to analyze a situation to resolve routine, and some non-routine, problems,
      • Ability to interpret and exchange information in person and via telephone and computer,
      • Professional, service-oriented demeanor (courteous, responsive and respectful),
      • Ability to build collaborative relationships with internal and external teams and individuals,
      • Self-motivated to successfully achieve objectives, with or without supervision,
      • Ability to multi-task in a fast-paced environment,
      • Organizational and time-management skills,
      • Willing and able to adapt to changing priorities,
      • Detail orientation and a high level of accuracy,
      • The trait of being accountable and willing/able to take full responsibility for actions and job performance,
      • Ability to remain in a stationary position frequently with some movement around the office,
      • Ability to occasionally position oneself to lift, carry or otherwise move objects weighing up to 20 pounds.
        • The trait of being dependable and trustworthy.
          The Client Services Specialist works in a clean, well-lit office environment with occasional exposure to shop elements such as moving mechanical parts, fumes or airborne particles and moderate to loud noise.

Keywords: Custom Products, Cleveland , Client Services Specialist, Other , Solon, Ohio

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