Client Relations Specialist

2 weeks ago

Napa, California, United States WOTM - Partners Professional Full time
Job Overview

POSITION SUMMARY

The Client Relations Specialist is essential in delivering outstanding customer interactions through various support channels, elevating both our organization and our clientele. This role is directly engaged with customers, necessitating exceptional communication and problem-solving abilities. The Client Relations Specialist plays a crucial role in our dedication to service excellence, undertaking diverse responsibilities that include managing orders, addressing inquiries, and resolving issues promptly and professionally. This position requires adept multitasking, keen attention to detail to swiftly identify discrepancies, and a proactive approach to tasks. Collaboration with numerous winery partners, warehouse teams, and sales personnel is integral to this role, making strong written and verbal communication skills imperative.

KEY RESPONSIBILITIES

  • Consistently uphold the highest standards of customer service during daily operations.
  • Act as the primary point of contact for customers via phone and email.
  • Handle extensive order files, including large Excel spreadsheets.
  • Provide relevant technical and product-related information to clients.
  • Investigate and address inquiries and concerns via phone and email in a courteous and timely manner.
  • Exhibit excellent conflict resolution skills and demonstrate empathy towards customers.
  • Follow up with clients regarding their orders and issues.
  • Document all interactions and actions in the customer database.
  • Maintain comprehensive knowledge of products and services.
  • Prepare necessary reports and correspondence.
  • Manage order processing through the Order Management System (OMS).
  • Oversee planning and management of clubs/releases.
  • Perform additional duties as assigned by management.
  • Ensure regular attendance and punctuality.
  • Participate actively in internal and client meetings.
  • Process claims by reviewing incoming requests and ensuring all documentation is complete.
  • Maintain consistent communication with carriers regarding claims status.
  • Collaborate closely with the claims team to ensure an organized workflow.

ADDITIONAL RESPONSIBILITIES

  • Demonstrate a commitment to excellence and high standards.
  • Ability to work independently and collaboratively within various teams.
  • Exhibit versatility and flexibility in adapting to changing priorities.
  • Possess strong verbal, written, and phone communication skills.
  • Maintain acute attention to detail.
  • Knowledge of Spanish is a plus.
  • Willingness to work occasional weekends or late-night shifts.

QUALIFICATIONS:

  • High school diploma or equivalent (GED).
  • A minimum of four years of relevant experience.
  • Proficiency in Microsoft Office applications.
  • Familiarity with UPS, FedEx, and GLS systems.
  • Experience with ERP Order Management Systems, particularly Microsoft D360, is advantageous.
  • Familiarity with CRM systems such as Zoho is a plus.
  • Ability to communicate effectively in the primary language(s) used in the workplace.
Company Overview

At WOTM - Partners Professional, we collaborate with clients as key stakeholders in their hiring strategies and processes. Our goal is to ensure a strong match between our employees and clients by thoroughly examining the necessary experience and team dynamics. Our professional team, selected from 25 years of recruiting and staffing expertise, is dedicated to being the best in the industry. We specialize in professional placements across Executive Placement, Accounting & Finance, Human Resources, and Administrative Support sectors, utilizing various modalities including direct hire, contract-to-hire, contingent, and 'Smart Hire' approaches.

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