Customer Service Associate
Halma plc
Customer Service Associate
The Customer Service Associate provides front-line customer support and order administration for multiple business segments, serving customers across the US, Canada, and Latin/South America. The role manages a high volume of daily order entry and customer communications (phone and email) while ensuring accurate data entry, timely follow-up, and effective coordination with Sales, Operations/Shipping, Finance, Quality, and technical teams to resolve issues and meet customer expectations.
This position requires comfort navigating multiple systems (e.g., ERP/order entry tools (Dynamics), Freshdesk, etc), the ability to prioritize competing requests throughout the day, and a consistent focus on order accuracy, responsiveness, and a positive customer experience.
Key Responsibilities
- Enter customer orders for all business segments accurately and efficiently in the ERP/order entry system (Dynamics), maintaining a high daily throughput while meeting accuracy expectations.
- Manage a high volume of inbound customer communications via email and phone; monitor shared inboxes, triage requests, and ensure timely responses and follow-up.
- Answer and direct incoming calls using the phone system (Zoom) and route inquiries appropriately to Sales, Technical Support, Accounting, Operations/Shipping, or other departments.
- Provide customer support related to standard pricing, product availability, lead times, order status, shipment tracking, and general order questions.
- Process order maintenance activities including order changes, cancellations, address updates, and other modifications while clearly communicating impacts to customers and internal teams.
- Perform data entry across customer platforms and systems as required, ensuring accuracy and completeness of customer, order, and shipment information.
- Initiate and process RMAs, warranty orders, replacements, and related documentation in accordance with established procedures.
- Partner cross-functionally with Sales, Operations/Shipping, Finance, Quality, Marketing, and Product Management to research and resolve customer issues and prevent repeat problems.
- Maintain clear, organized records of customer interactions and order activity to support continuity, reporting, and audit readiness.
- Contribute to a positive, professional customer experience by demonstrating responsiveness, attention to detail, and effective problem-solving.
Competencies
Requirements
Degree(s) or certification(s):
Minimum: High school diploma or equivalent
Re-certification requirements: N/A
Professional experience required (min.):
3-5 years of experience in a sales support, customer service, or administrative role
Technical Competencies
- ERP/order entry proficiency (Dynamics) with strong data entry accuracy and speed
- Freshdesk proficiency; maintains accurate customer and order information.
- Microsoft Office (Excel, Outlook, Teams) and video/phone platforms (Zoom)
- Ability to learn and navigate multiple customer portals/platforms and internal tools.
IT skills
- Freshdesk, Microsoft Excel/Outlook/Teams, Zoom
Language skills
French: N/A
English: Yes
Interpersonal skills
- Customer-focused communication (written and verbal) with professional phone presence.
- Attention to detail and thorough follow-through; commitment to order accuracy.
- Time management and prioritization in a high-volume, fast-paced environment
- Problem-solving and sound judgment; knows when and how to escalate issues.
Collaboration and teamwork across departments; adaptable to changing priorities
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