Client Services Representative I

Posted Yesterday
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Wausau, WI, USA
In-Office
Junior
Other • Software
The Role
Processes client orders accurately, verifies availability and pricing, enters order details, tracks shipments, and provides status updates. Resolves order-related issues with sales, manufacturing, shipping, customer service, and finance teams. Maintains transaction records, assists with reporting, investigates defects, identifies root causes, and processes replacement orders. Requires dependable office-based work, occasional manufacturing visits, and occasional travel.
Summary Generated by Built In
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

  • Employee Assistance Program (EAP)

  • Wellness Program

  • Training and Career Progression

Apogee and our brands are an Equal Opportunity Employer.

Skills Required

  • High School Diploma
  • Associate Degree or equivalent work experience
  • Minimum of 1 year of customer service experience
  • Experience with order entry processes and software
  • Time management, organization, and planning skills
  • Strong verbal and written communication skills
  • Problem-solving, troubleshooting, and decision-making skills
  • Experience with Microsoft Office
  • Regular and dependable attendance
  • Flexibility of work hours, including overtime
  • Ability to work in an office environment and occasionally visit manufacturing areas
  • Ability to lift up to 10 pounds

Apogee Enterprises Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Apogee Enterprises and has not been reviewed or approved by Apogee Enterprises.

  • Equity Value & Accessibility — Ownership via an Employee Stock Purchase Plan with a company match is positioned as a core element of total rewards, enhancing long‑term value beyond base pay. Plan updates and corporate materials emphasize this equity component as a meaningful part of compensation.
  • Retirement Support — A 401(k) with employer contribution and match is consistently highlighted, signaling solid support for long‑term savings. Job materials and corporate content frame retirement plans as a key pillar of the package.
  • Wellbeing & Lifestyle Benefits — Wellness and mental‑health resources include screenings, flu shots for employees and dependents, and an EAP with multiple counseling visits plus an online CBT tool. These offerings indicate tangible investment in wellbeing beyond core medical coverage.

Apogee Enterprises Insights

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The Company
HQ: Minneapolis, MN
177 Employees
Year Founded: 1949

What We Do

By definition, Apogee means "highest point." It's no coincidence that it's also the name of our company. For over 70 years it is a name that has inspired and driven us to achieve a higher level of excellence in all we do. We are not satisfied with the status quo. We aim higher, think bigger, and endeavor to create even more value for every Apogee stakeholder. We strive to create peak value. Apogee is a leader in architectural products and services. Our glass and aluminum window, storefront and curtainwall systems make buildings look great, reduce energy consumption, and protect occupants and property. Our highly skilled team designs glass and metal building façades, completes massive orders for skyscrapers on time, and manages complex window, curtainwall and storefront installation projects. We are also a leader in the protection and conservation of all things framed and displayed. Our Tru Vue business provides high-performance glass and acrylic products for the custom framing, fine art, and technical glass markets.

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