Client Service Representative

Wachtel Tree Science was founded in 1935 by Larry Wachtel and is the oldest tree care company in Wisconsin. At Wachtel Tree Science, we practice the art and science of tree care. What sets us apart is quality people, a commitment to training and safety, along with using the newest technology and techniques. We work to keep trees healthy and beautiful, while at the same time not forgetting our history and responsibility to care for trees and the environment. Our office staff is instrumental in the ongoing success of the company. We are the first contact with potential clients and it is our responsibility to set the standard of exceptional service. We hire and live by our core values; Safety. Innovation. Passion. Initiative. Team.

Overview:

The Customer Service Representative (CSR) plays a vital role in delivering exceptional client experience while supporting the daily operations of our team. This position serves as the primary point of contact for clients and works collaboratively with Sales Arborists and Production teams to ensure seamless communication, efficient scheduling, and high-quality service delivery. This role is ideal for someone who thrives in a team-oriented, shared-responsibility environment , where success is achieved through collaboration, adaptability, and a willingness to support one another. Key Responsibilities Client Experience & Communication Serve as the first point of contact for client inquiries via phone, email, and online requests Provide a professional, friendly, and knowledgeable experience in every interaction Educate clients on services, timelines, and expectations Build trust and reinforce Wachtel Tree Science's reputation for quality and care Scheduling & Coordination Schedule consultations with a focus on efficiency and responsiveness Coordinate calendars to maximize efficiency and route density Communicate schedule updates, delays, or changes proactively Support adjustments due to weather, emergencies, or operational needs Sales & Administrative Support Assist in converting inquiries into scheduled consultations Provide basic service information and guide clients toward next steps Follow up on open proposals and unscheduled work Support Sales Arborists with client communication and administrative tasks Data Management & Accuracy Maintain accurate client records and job details in company systems Enter notes and service details with a high level of accuracy Ensure information is complete and accessible for all team members Team Collaboration Act as a communication hub between clients, sales, and production teams Share important client notes, property details, and expectations Contribute to a positive, team-first environment where responsibilities are shared Problem Solving & Support Address client concerns and questions with professionalism Resolve issues efficiently while aligning with company values Escalate complex situations when appropriate and ensure follow-through Attributes for Success We are looking for someone who is: Team-Oriented

• thrives in a collaborative environment where success is shared Adaptable
• able to shift priorities and respond to changing needs throughout the day Client-Focused
• genuinely enjoys helping people and creating positive experiences Detail-Oriented
• values accuracy and organization in all aspects of work Proactive
• anticipates needs and takes initiative without waiting to be asked Calm Under Pressure
• maintains professionalism in a fast-paced, dynamic environment Accountable
• takes ownership of responsibilities and follows through

Skills & Qualifications Required:

Strong verbal and written communication skills Excellent organizational and time management abilities Ability to multitask and prioritize in a fast-paced environment Proficiency with computers, scheduling systems, and general office software Customer service or administrative experience

Preferred:

Experience in service-based or field-service industries Familiarity with CRM or scheduling software Experience supporting multiple team members or departments Why Join Wachtel Tree Science? Be part of a team that supports one another and shares responsibility for success Work in an environment that values safety, initiative, passion, innovation, and teamwork Contribute to meaningful work that helps clients care for and enjoy their trees