Job Title: Customer Service Representative

Job Description

The Customer Service Representative acts as the primary point of contact for customers, coordinating field service activities and ensuring that all service requests are executed smoothly and efficiently. In this role, you intake, log, and manage customer inquiries, prepare accurate service estimates and job quotations, and keep customers informed throughout the lifecycle of their work orders. You work extensively with ERP and CRM systems, including Microsoft Dynamics/Navision, to manage customer data, schedule work, and support order processing and invoicing. This position offers significant opportunities for professional growth within a fast-growing organization that values honesty, loyalty, and investment in its people.

Responsibilities

Serve as the primary point of contact for customers, providing professional, service-oriented support for all service-related inquiries.Intake, log, and manage customer service requests with accuracy and attention to detail, ensuring all relevant information is captured in the system.Coordinate and schedule field service activities, including planning service visits and aligning schedules to meet customer and internal requirements.Prepare and deliver timely and accurate service estimates and job quotations based on customer needs and internal guidelines.Track ongoing work orders from initiation through completion, ensuring all steps are documented and executed according to established processes.Provide regular status updates to customers through the customer portal, phone, and email, ensuring clear and proactive communication.Navigate and utilize ERP and CRM platforms, including Microsoft Dynamics/Navision, to manage customer data, service workflows, and order information.Process and manage purchase orders, RMAs, and order entries, ensuring all documentation is complete and accurate.Support invoicing activities by ensuring that service orders, parts, and labor are properly documented for billing.Use Microsoft Office and Microsoft Suite tools to create, update, and maintain reports, spreadsheets, and documentation related to service activities.Generate and maintain reports on service activities, work orders, and customer interactions while balancing multiple assignments in a fast-paced environment.Collaborate closely with team leads and other team members to coordinate schedules, share account information, and ensure seamless service delivery.Assist with schedule planning to ensure coverage for customers across multiple time zones, including East Coast and West Coast.Demonstrate flexibility and adaptability to evolving processes, systems, and business needs in a growing organization.Maintain organized administrative and clerical records related to customer support, service orders, and project coordination.Contribute to a positive team culture by communicating openly, supporting colleagues, and aligning with the organization’s values of honesty, loyalty, and growth.

Essential Skills

At least 1 year of experience in administrative, clerical, or customer support roles.Proven customer service orientation with the ability to communicate clearly and professionally by phone and email.Hands-on experience with ERP or CRM systems; ability to learn and work within Microsoft Dynamics/Navision.Proficiency with Microsoft Office and Microsoft Suite applications (such as Outlook, Excel, Word) for daily tasks and reporting.Experience with order processing, including entering, updating, and tracking customer orders.Ability to coordinate schedules and support scheduling activities for service or project-related work.Strong administrative and clerical skills, including accurate data entry, documentation, and record keeping.Ability to manage multiple tasks simultaneously in a fast-paced environment while maintaining accuracy and attention to detail.Comfort working with purchase orders and related documentation.Effective time management skills and the ability to adapt to varying start times as required by the schedule.

Additional Skills & Qualifications

Experience with Microsoft Dynamics or Navision ERP/CRM platforms.Background in service administration or customer support within a technical, construction, or field service environment.Familiarity with RMA (Return Merchandise Authorization) processes and procedures.Exposure to scheduling, schedule planning, and project coordination activities.Experience supporting invoicing processes or working closely with billing teams.Comfort working in a growing company where processes and responsibilities may evolve over time.Demonstrated flexibility and openness to change in response to business growth and new initiatives.Interest in long-term growth, including potential advancement into lead, supervisor, or manager roles within the department.

Work Environment

This is a contract position with the possibility of conversion to a direct role based on performance and business needs, typically evaluated around six months. The organization operates in a growth-focused environment within a larger facility, reflecting recent expansion and increased demand. The team size is approximately 15 people, with 5 team leads who each oversee 1–3 employees, fostering close collaboration and mentorship. You report to a Customer Experience Team Lead and work in a pit-style or cubby seating arrangement, sitting near colleagues who manage shared accounts, which encourages communication and teamwork. The standard schedule requires flexibility, with start times that may range from as early as 6:00 AM to as late as 8:00 AM to ensure coverage for customers across both East Coast and West Coast time zones; the manager assigns start times and aims to accommodate reasonable requests. The typical work pattern is four days onsite and one day working from home on Fridays, once training is complete and performance supports this arrangement. Training is conducted 100% in the office for at least two weeks and may extend up to 4–6 weeks, with training hours generally between 8:00 AM–5:00 PM or 7:00 AM–4:00 PM. The culture emphasizes honesty, loyalty, and investing in people, with a strong focus on promoting from within and providing clear succession and growth paths, including progression from this role to lead, supervisor, and manager positions. The overall environment is fast-paced, team-oriented, and supportive of professional development in a stable, market-leading company.

Job Type & Location

This is a Contract position based out of Lake Forest, CA.

Pay and Benefits

The pay range for this position is $23.00 - $23.00/hr.

Eligibility requirements apply to some benefits and may depend on your job\n classification and length of employment. Benefits are subject to change and may be\n subject to specific elections, plan, or program terms. If eligible, the benefits\n available for this temporary role may include the following:\n\n
• Medical, dental & vision\n
• Critical Illness, Accident, and Hospital\n
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available\n
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)\n
• Short and long-term disability\n
• Health Spending Account (HSA)\n
• Transportation benefits\n
• Employee Assistance Program\n
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Lake Forest,CA.

Application Deadline

This position is anticipated to close on May 26, 2026.

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\nAbout Aston Carter\n\n

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

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The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.

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San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

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Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

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