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Customer Service Representative III

Katy, TX 77493

Posted: 08/17/2019 Industry: Houston63 Job Number: 23678

Job Scope: 
Has responsibility for responding to routine inquiries and complaints from internal and external customers regarding financial products and services. Processes routine to moderately complex transactions on-line, researches and resolves routine to moderately complex problems and inquiries and refers difficult problems to more senior representatives. Cross-sell or refer products, account maintenance, report generation, and project work. 

  • JDE order management, purchasing module OR/PO, work orders, partial receiving, redeployment, OQ processing, shipping and invoicing. 
  • Respond to quote requests from outside and inter-company customers. 
  • Fill out contract, quotation and shipping forms. 
  • Assist with sales of new or additional services. 
  • Arrange for and coordinate transportation of product to customer as required. 
  • Assist customers with complaints concerning billing, referring complaints of product / service failures (Non-Conformance Reports) to designated departments for investigation. 
  • Contact customers via phone or in person and receive orders for products. 
  • Determine charges for product requested. 
  • Collect deposits or C.O.D. Payments, prepare change of address records, and issue change orders. 
  • Purchase (within limits) materials in support of orders. 
  • Continuously expedite and report on Work Order status. 
  • Maintain and update customer list, price list, etc. 
  • Filing and general support of position

  • Must have 1-3 years of experience  selling, moving and dealing  with hardware
  • Must have SAP and JD Edwards experience
  • Proficient verbal communication skills
  • General knowledge of products to be sold and purchased
  • General computer knowledge
  • Must have basic reading, writing and math skills
  • Ability to interpret and follow a variety of instructions furnished in written, oral, diagram, or schedules form 
  • Should be able to work and interact with all levels of personnel

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