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Client Relations Associate

Confidential

  • New York, New York
  • 1 day ago
  • $75,000 Per Year

Highlights

Who You Are: We are seeking an organized, personable, and detail-driven Client Relations Associate to serve as a key point of contact for our customers — building lasting relationships while ensuring seamless order processing and delivery across our portfolio. What You'll Do: Act as the primary point of contact for client partners nationwide and overseas suppliers - with specific attention to order processing, product availability, delivery schedules/issues, and general information.

Numbers & Facts

LocationNew York, New York
IndustryFinancial Services
Company Size100 to 499 employees
Websitehttps://www.americanequity.com

Description

Who We Are:

A confidential Wine Company.

Who You Are:

We are seeking an organized, personable, and detail-driven Client Relations Associate to serve as a key point of contact for our customers — building lasting relationships while ensuring seamless order processing and delivery across our portfolio. 

What You'll Do:
  • Act as the primary point of contact for client partners nationwide and overseas suppliers - with specific attention to order processing, product availability, delivery schedules/issues, and general information. 
  • Process and analyze orders against on-hand inventory and pending orders, ensuring stock is in position for programs and key national placements.  
  • Protect allocations for national programs and key placements, and optimize orders for container and freight efficiency 
  • Manage high-volume order entry and account maintenance in Microsoft Business Central, our ERP 
  • Work with, actively interpret, and maintain a complex price list, which includes hundreds of unique wine SKUs with various pricing levels and discount structures.  
  • Provide professional and knowledgeable service to a range of clients, from private collectors to distributors, restaurants, and retailers.  
  • Handle returns, breakage claims, and customer complaints with efficiency and empathy.  
  • Collaborate with all internal and external teams to deliver seamless experiences.  
  • Collect and relay customer feedback with the goal of continuous improvement. 
What You Bring:
  • Previous experience in client relations, logistics, or customer service, ideally within the wine or beverage industry. 
  • Excellent communication, relationship-building, and problem-solving skills. 
  • Proficient in MS Office (Excel, Word); familiarity with ERP/CRM systems (Microsoft Business Central experience plus). 
  • Comfort using multiple tools and project platforms: ERP, Monday.com, etc. 
  • Comfortable utilizing A.I. programs to facilitate data analysis and comparison. 
  • Detail-oriented, highly organized, and able to thrive in a fast-paced, relationship-driven environment. 
  • Knowledge of international shipping, customs clearance, and alcohol regulations is highly desirable. 
  • Passion for wine, spirits, or sake is a strong plus! 
What We Offer:

W2 Salary: $75k

 

#INDMM

About Company

American Equity Mortgage, Inc., is one of the nation’s leading mortgage lenders with a proven history of success. For 20 years we have held integrity, leadership, strength and stability making us highly respected in the industry, as well as throughout the communities we serve. We are committed to our customers by specializing in helping people save money through mortgage refinancing, debt consolidation, and home purchase loans. Our employees are continually growing with our ongoing, coaching culture, training and support along with upward mobility promoting from within our organization. Our commitment to helping others carries into social responsibility to support, assist and empower communities with our private foundation known as AEM Cares, along with our corporate giving program to help and enable charitable causes nationwide reach their goals.

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