Client Services Advisor-Receptionist

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  • As an Equal Employment Opportunity Employer, DAVIS has reporting requirements which require us to invite employees to voluntarily self-identify their race/ethnicity. Submission of this information is voluntary and refusal to provided it will not subject you to any adverse treatment. The information obtained will be kept confidential.
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Client Services Advisor-Receptionist

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    Client Services Advisor/Receptionist
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Job Summary

Our client in the Alpharetta area is looking for a Full Time Customer Service Advisor (CSA). The ideal candidate provides pricing, customer support and superior communication to ensure prompt delivery of products and services to customers and end users. This position will also fill in for the Receptionist as needed.

Essential Job Functions:

  • Assist the sales team by entering orders in a timely and efficient manner.
  • Process Repair Orders and RMA’s for customer’s defective equipment and determine billing options using proprietary software system.
  • Provides product, promotion, and pricing information by clarifying customer request; selecting appropriate information; forwarding information; answering questions.
  • Research and respond to Receiving Department for unresolved equipment issues.
  • Create monthly software and/or warranty renewal sales orders.
  • Maintain and update customer shipping and receiving log.
  • Create customer credit memos and/or customer refund checks.
  • Resolves order and inventory problems by investigating data and history; identifying alternate means for filling orders; notifying account executive.
  • Handles evaluation units by entering evaluation sales orders, arranging shipment; notifying customer.
  • Process sales order based on end user equipment purchase.
  • Obtain credit card information for payment processing.
  • Record serial numbers and shipping information in proprietary software system.
  • Communicate daily with customers via email and/or phone professionally in a courteous manner.
  • Update accounting and sales records with customer changes.
  • Follow up with customers to ensure an optimal customer experience
  • Must be able to display professionalism while using our intercom system.
  • Manage a 7 line switchboard and direct all calls promptly to correct personnel.  
  • Answer calls within 5 rings in a professional and cheerful manner.
  • Greet and check in guests and visitors.  Pass out and collect visitor badges when necessary.  
  • Update the Master Calendar with absences and email those weekly to Human Resources.
  • Check the fax machine and distribute faxes as they come in.
  • Schedule Conference Rooms and company vehicles.

Education and Skill Requirements:

  • 2-3 years customer service experience.
  • Experience using ERP system required, Acumatica ERP experience preferred.
  • Intermediate excel skills.
  • Superior attention to detail and ability to multi-task efficiently under pressure.
  • Desire to provide exceptional customer service internally and externally.
  • Excel at problem-solving and anticipating needs of customers and Account Managers.
  • Possess strong interpersonal skills, as well as written and oral communication skills.
  • Critical data entry accuracy, organizational and time management skills.
  • Works effectively on a team in a time sensitive environment.
  • Ability to lift 15 lbs.



Monday through Friday

Hours: 8:00 a.m.-5:00 p.m. or 9:00 a.m. to 6:00 p.m.

Pay Rate: $16/hourly DOE 

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