CLIENT SERVICES SPECIALIST

JOB SUMMARY:

This position is responsible for supporting the administrative, operational, and financial activities associated with EMP projects, including, project, customer, and billing information within internal systems; supporting timely kickoff, agreement, prepayment, invoicing, accounts receivable, and invoice reconciliation activities; reviewing quote-to-actual project costs and documenting variances; and working closely with Sales, Account Management, Project Management, Accounting, Inventory Control, client accounting teams, and customers to ensure accurate communication, exceptional customer service, and the timely progression of projects and payment milestones.

ESSENTIAL FUNCTIONS:

• Attend departmental and sales meetings as needed.
• Learn TTG’s standard products, services, culture, and procedures.
• Perform administrative and system maintenance duties as needed.
• Demonstrate strong customer service, conflict resolution, communication, attention to detail, and a practical sense of urgency in day-to-day responsibilities.
• Responsibilities are assigned based on business needs, workload balancing, and individual expertise to ensure efficient support across accounts and projects.
• Support client communications, respond to inquiries, and help address service gaps through clear follow-up and post-event review support.
• Administer DocuSign agreements, including preparation, routing, follow-up, and status monitoring through completion.
• Distribute, monitor, follow-up, and status monitoring through completion up on prepayment invoices, tied to the Docusign process, in coordination with the appropriate internal stakeholders. Provide weekly status updates.
• Support Account Managers with day-to-day administrative and project-related tasks.
• Assist with customer communication, follow-up, and documentation as needed.
• Help maintain accurate records in Business Central and other internal systems.
• Support Account Managers with invoice reconciliation, including reviewing quote versus actual charges, identifying discrepancies, and gathering notes or backup documentation.
• Assist with tracking project details, timelines, customer requests, and required updates.
• Help ensure internal processes are followed and information is entered accurately before work progresses.
• Coordinate with Account Management, Project Management, Sales, Accounting, and other internal teams as needed.
• Other duties as assigned.

This position has regular verbal and written contact with administrative personnel and owner.  The nature of these communications ranges from a routine exchange of information to a process of securing information and/or responding to inquiries where explanation and discussion may be required using judgment.

REQUIRED EDUCATION AND EXPERIENCE:

·         Associate’s degree in business administration, Accounting, Finance, or a related field, or equivalent combination of education and/or experience.

·         Minimum of 2 years of experience in administrative, account coordination, customer service, project support, or related role.

·         Experience reviewing financial transactions, reconciling discrepancies, and supporting quote vs actual cost analysis preferred.

•         Strong administrative, organizational, and communication skills, with the ability to maintain confidentiality and exercise sound judgment.

•         Ability to work accurately and efficiently in a deadline-driven environment.

•         Proficiency with computer systems and the ability to learn new software applications.

•         Ability to communicate clearly and professionally, both verbally and in writing.

•         Professional, collaborative, and customer-focused approach to working with employees, clients, and business partners.

•         Strong attention to detail, initiative, problem-solving skills, and the ability to manage multiple priorities.

•         Trade show experience a plus.

•         Reliable transportation required.

•         Valid Driver’s License required. 

The Trade Group is a full-service exhibit house dedicated to delivering world class creative solutions partnered with superior customer experiences. We specialize in designing, fabricating, delivering, installing, dismantling, storing and managing trade show exhibits and corporate events for a diverse range of clients.
We are seeking a team member that brings energy, a drive for excellence and proactivity, and a desire to contribute to a 200+ person community both professionally and culturally.