We are looking for a detail-oriented Customer Service Representative 2 to support order management activities for a manufacturing-focused team. This is a Contract position that requires strong customer support skills, accuracy in order entry, and the ability to coordinate effectively with internal partners. The ideal candidate brings prior experience working with ERP platforms in a production or manufacturing environment and can manage customer requests, order changes, and issue resolution effectively.<br><br>Responsibilities:<br>• Enter customer orders into ERP systems with a high degree of accuracy and confirm that all order information is complete before processing.<br>• Review incoming orders for discrepancies, resolve exceptions related to pricing or order details, and follow through to completion.<br>• Respond to customer questions and concerns regarding order status, returns, exchanges, cancellations, and revisions in a timely manner.<br>• Track orders throughout the fulfillment cycle and maintain up-to-date documentation for purchase orders, confirmations, and related records.<br>• Coordinate with sales, logistics, finance, and other internal teams to support efficient order flow and consistent customer communication.<br>• Monitor credits, cancellations, and order adjustments while ensuring updates are properly recorded in the system.<br>• Provide attentive inbound customer support and help maintain a high standard of service across all interactions.<br>• Learn and use assigned ERP tools, including initial training in Syteline followed by Oracle, to support daily order management tasks.
<p>The Director of Client Services leads and scales the firm’s client service and operations function, transitioning it from an execution-heavy model to a system-driven, automation-enabled department. This role owns the end-to-end client operations experience, develops the operations team, and partners with leadership to deliver a technology-leveraged, team-based firm model.</p><p>This is a leadership role accountable for results through people, process, and systems—not personal execution. While some tactical work will occur initially, the long-term focus is on strategy, team development, and operational scalability.</p><p><br></p><p>Core Responsibilities</p><p>Leadership & Team Development</p><ul><li>Lead, coach, and grow the Client Operations team</li><li>Drive a client-first, service-focused team culture</li><li>Oversee hiring, onboarding, and performance management</li></ul><p>Process & Systems</p><ul><li>Own all operations processes, SOPs, and workflow optimization</li><li>Drive continuous improvement and operational scalability</li><li>Maintain a structured process and workflow library</li></ul><p>Compliance</p><ul><li>Lead operational compliance and serve as primary liaison with LPL</li><li>Ensure audit readiness and adherence to regulatory standards</li><li>Monitor, escalate, and mitigate compliance risks</li></ul><p>Strategic Partnerships</p><ul><li>Manage key vendor and partner relationships</li><li>Support succession planning and external partnerships</li><li>Represent operations in external and industry engagements</li></ul><p>Client Operations Oversight</p><ul><li>Ensure timely task execution, workflow accuracy, and service standards</li><li>Maintain high-quality, low-error client operations</li><li>Oversee transaction workflows, cash management, and activity tracking</li></ul><p>Client Experience</p><ul><li>Own and elevate the end-to-end client operations journey</li><li>Drive a “white-glove” service standard</li></ul><p>Technology & Automation</p><ul><li>Lead adoption of operations technology and AI tools</li><li>Identify and implement automation opportunities</li><li>Oversee training and change management initiatives</li></ul><p>Success Metrics (KPIs)</p><p>Operational Performance</p><ul><li>≥90% adherence to operational standards</li><li>95%+ implementation of client action items within 90 days</li><li>Zero material compliance issues</li></ul><p>Team & Leadership</p><ul><li>100% voluntary retention of operations staff</li><li>Full SOP documentation across all processes within year one</li></ul>