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Customer Service Representative Apprenticeship

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Customer Service Representative (CSR)
Reporting to the Customer Service Supervisor and located within the Customer Service Team, the Customer Service Representative (CSR) role involves providing crucial support to the sales team by managing administrative tasks and ensuring the smooth operation of sales processes and the overall efficiency of the Customer Service Office.
Responsibilities
- Maintaining accurate records, processing orders, and assisting in the coordination of sales activities
- CSR’s utilise ERP software to process orders, track and analyse sales data, provide customer support, record keeping, and generate quotations
- Attention to detail, organisational skills, and the ability to work collaboratively with sales representatives are key attributes in this role
Goals
- Enhance overall efficiency, facilitate effective customer communication, and contribute to the success of the sales team whilst delivering an outstanding customer journey and experience.
Order Processing
- Efficiently process sales orders, ensuring accuracy within a timely manner
- Coordinate with various departments to fulfil orders and address any discrepancies
Back Order Processing
- Regularly review and process new back orders
- Manage date changes for back orders in both customer orders and the ERP System
- Communicate and provide guidance to customers regarding revised dates
- Execute necessary actions to force back orders and ensure alignment with the original order
- Ensure accuracy by matching forced pick notes with customer notes
- Address and respond to progress and chase reports promptly
Customer Support
- Provide excellent customer service by responding to enquiries, resolving issues, and addressing customer concerns in a timely manner
- Collaborate with the sales team to ensure customer satisfaction and retention
Documentation and Record Keeping
- Maintain accurate and up-to-date records of customer interactions, transactions, and sales activities
Communication and Coordination
- Act as a liaison between the Customer Service Team and other internal departments to facilitate information flow
- Communicate order status and updates to customers and internal stakeholders
Quotation Support
- Prepare and issue sales quotations to customers
- Collaborate with the sales & commercial team to ensure quotes align with customer needs and company policies
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Customer Service Team Assistance
- Support the Customer Service Team with administrative tasks, including the following:
- Managing customer portals up to the point of despatch
- Schedule and record outgoing stock deliveries to our major clients efficiently
- Attend to incoming calls and provide professional telephone support
- Create and prepare export documentation
- Initiate and manage the process of raising collections & insurance claims
- Verify the accuracy of all printed pick notes against the system
- Ensure that pick notes are correctly forwarded to the transport department
- Regularly manage and respond to emails in the sales inbox
- Print and supplement new orders with any additional information
- Process and fulfil proof of delivery (POD) requests efficiently
- Maintain organised filing and archiving systems
- Other ‘Ad-Hoc’ duties as and when required for the business
Data Entry and Analysis
- Enter and maintain accurate data in our ERP system
- Assist in analysing sales data to identify trends and opportunities for improvement
Apprenticeship Details
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Course Contents
- Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information, and produce data analysis where required.
- Produces accurate records and documents including: emails, letters, files, payments, reports, and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports, and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
- Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
- Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
- Demonstrates good communication skills, whether face-to-face, on the telephone, in writing, or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
- Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themselves to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
- Takes responsibility for initiating and completing tasks, manages priorities, and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings, and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
- Uses relevant project management principles and tools to scope, plan, monitor, and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.


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Earnings
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Opportunities
There may be the opportunity of a full-time position upon successful completion of the apprenticeship.
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