Talent.com
Client Services Representative (Towson)
Client Services Representative (Towson)One Physics • Towson, MD, United States
No longer accepting applications
Client Services Representative (Towson)

Client Services Representative (Towson)

One Physics • Towson, MD, United States
5 days ago
Job type
  • Full-time
Job description

One Physics is seeking a full-time Client Services Representative to join our growing team based out of Towson, Maryland or Dallas, Texas. One Physics has been certified as a Great Place to Work 3 years in a row as well as Best Workplaces in Healthcare in 2022 and 2023 by Fortune. One Physics employees enjoy the support and flexibility of their roles while exhibiting a passion for excellence in all areas of their work. We create a culture where employees feel valued and ensure our communities are receiving the best-in-class treatment they deserve.

Position Summary

The Client Services Representative plays a key role in ensuring client satisfaction by coordinating equipment testing and physics surveys, managing physicist schedules, and maintaining client compliance. This position requires exceptional organization, communication, and customer service skills, along with the ability to manage multiple priorities in a fast-paced environment.

Principal Accountabilities and Core Responsibilities

Scheduling Coordination

  • Proactively reach out to clients to schedule equipment testing and physics surveys.
  • Respond to phone calls and emails from clients, coordinating with physicists to schedule site visits.
  • Coordinate physicists monthly schedules to ensure all site visits are completed on time.
  • Maintain and update information in Microsoft Dynamics 365, reporting issues, assisting with testing in UAT, and training new users.
  • Enter and update client data, contracts, and site visit information in Dynamics 365.
  • Run and analyze reports to ensure all site visits are accurately scheduled and completed.
  • Schedule and track emergency site visits, ensuring accurate billing and documentation.
  • Provide callers with information or refer them to the appropriate staff member.
  • Support cross-functional teams by gaining knowledge of One Physics systems, business logic, and industry practices.

Quote & Purchase Order Management

  • Generate and provide quotes for service add-ons and clients requiring purchase orders (POs).
  • Acquire and track receipt of POs to ensure all necessary approvals and documentation are in place.
  • Enter new customers into client service software and update contract information in Dynamics 365.
  • Collaborate with clients and internal teams to ensure accurate billing and timely service authorization.
  • Report Management

  • Review reports for accuracy, detail, and thoroughness prior to distribution.
  • Distribute reports to clients in a timely manner and on an ad hoc basis when required.
  • Maintain organized electronic copies of reports, ensuring accurate filing within the companys shared electronic folders.
  • Run periodic audits to confirm reports are distributed, filed, and archived according to company standards.
  • Qualifications & Required Skills

  • Proven ability to meet goals and deadlines in a professional environment.
  • Strong organizational, problem-solving, and decision-making skills.
  • Exceptional attention to detail.
  • Ability to build and maintain strong working relationships with clients and team members.
  • Excellent listening, empathy, and communication skills.
  • Ability to multi-task and adapt in a fast-paced, dynamic environment.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Strong written and verbal communication skills.
  • Experience with CRM systems (preferably Microsoft Dynamics 365) is a plus.
  • Education & Experience

  • Bachelors degree preferred.
  • Minimum 2 years of client service or customer service experience required.
  • Experience in a professional office environment; scheduling or coordination experience preferred.
  • Proficiency in Microsoft Office applications.
  • CRM experience is a plus.
  • Final offer amounts are determined by multiple factors, including geographic location, as well as candidate experience, education level and expertise. If you have questions on compensation, please ask your recruiter. After receiving a conditional employment offer, candidates must complete additional job-related screening processes as permitted or required by applicable law.

    We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class.

    Create a job alert for this search

    Client Service Representative • Towson, MD, United States

    Related jobs
    Client Solutions Associate

    Client Solutions Associate

    VirtualVocations • Baltimore, Maryland, United States
    Full-time
    A company is looking for a Client Solutions Associate to support internal and external stakeholders throughout the benefit implementation process. Key Responsibilities Lead and manage a sub-group ...Show more
    Last updated: 1 day ago • Promoted
    Client Services Representative

    Client Services Representative

    Holland & Sherry • Owings Mills, MD, US
    Full-time
    In order to be considered, you must attach a cover letter • •.Who we are : From our inception in1836, when Stephen Holland and Frederick Sherry began as woolen merchants in London’s Golden Squar...Show more
    Last updated: 30+ days ago • Promoted
    Cloud Services Client Partner

    Cloud Services Client Partner

    VirtualVocations • Rockville, Maryland, United States
    Full-time
    A company is looking for a Practice Client Partner for its Cloud and Infrastructure Services practice.Key Responsibilities Manage client relationships and oversee the opportunity management cycle...Show more
    Last updated: 4 days ago • Promoted
    Client Service Associate

    Client Service Associate

    Beacon Pointe Advisors LLC • Columbia, MD, US
    Full-time
    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Columbia, MD office. The Client Service Associate will join a ...Show more
    Last updated: 13 days ago • Promoted
    Client Services Opportunities - Submit your Resume with P3Hired

    Client Services Opportunities - Submit your Resume with P3Hired

    P3Hired • Arlington, VA, US
    Full-time
    At P3Hired, we work with dedicated clients who seek high performing, top talent for their opportunities.Get registered with P3Hired to learn more about Client Services roles and receive guidance on...Show more
    Last updated: 30+ days ago • Promoted
    Client Partner

    Client Partner

    ClifyX • Rockville, MD, US
    Full-time
    Graduate / Post Graduate Degree in Engineering and Technology 13-15 years of experience 5 days in office.Show more
    Last updated: 30+ days ago • Promoted
    Client Processing Representative

    Client Processing Representative

    Compunnel, Inc. • Baltimore, MD, US
    Permanent
    The Client Processing Representative is responsible for managing a portfolio of institutional client accounts dealing with global equity-based products. This role serves as a liaison between various...Show more
    Last updated: 3 days ago • Promoted
    Client Service Associate

    Client Service Associate

    Robert Half • Columbia, MD, US
    Full-time
    Robert Half has a brand new direct-hire opportunity for a Client Services Associate for a financial services firm based on Columbia, MD. This role will support a great team with some of the best in ...Show more
    Last updated: 7 days ago • Promoted
    Client Service Associate

    Client Service Associate

    Pitcairn Trust Company, LLC • Baltimore, MD, US
    Full-time
    Pitcairn’s innovative Shared Single-Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has...Show more
    Last updated: 30+ days ago • Promoted
    Senior Client Services Representative

    Senior Client Services Representative

    VirtualVocations • Baltimore, Maryland, United States
    Full-time
    A company is looking for a Senior Client Services Representative to assist with customer service inquiries and support real estate transactions. Key Responsibilities Assist internal and external c...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Representative

    Client Services Representative

    Bdt & Associates Inc • Arlington, VA, US
    Full-time
    Seeking a high quality, self motivated, standout candidate who embodies and upholds our CORE values.Do you lead with honor, have integrity and the ability to build strong lasting relationships with...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Specialist

    Client Services Specialist

    VirtualVocations • Rockville, Maryland, United States
    Full-time
    A company is looking for a Client Services Representative who will support the Sales and Operations teams by managing client case assignments and communications. Key Responsibilities Accurately en...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Associate

    Client Services Associate

    TradeJobsWorkforce • 22227 Arlington, VA, US
    Full-time
    As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...Show more
    Last updated: 30+ days ago • Promoted
    Client Service Associate

    Client Service Associate

    B.F. Saul Company • Bethesda, MD, US
    Full-time
    Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions.Located just outs...Show more
    Last updated: 14 days ago • Promoted
    Client Service Representative - Floater (Jennifer Rd Branch)

    Client Service Representative - Floater (Jennifer Rd Branch)

    Atlantic Union Bank • Annapolis, MD, United States
    Full-time
    The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales / service solutions, as well as handle teller transactions.The Client Services R...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Representative

    Client Services Representative

    VirtualVocations • Baltimore, Maryland, United States
    Full-time
    A company is looking for a Client Services Representative to support their lab operations.Key Responsibilities Act as a liaison between the company, customers, and patients Investigate and resol...Show more
    Last updated: 30+ days ago • Promoted
    Client Service I Representative- Mail

    Client Service I Representative- Mail

    Canon U.S.A., Inc. • Washington, DC, United States
    Full-time
    Client Service I Representative- Mail.Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction.Promptly informs supervis...Show more
    Last updated: 21 days ago • Promoted
    Client Service I Representative- Mailroom

    Client Service I Representative- Mailroom

    Canon U.S.A., Inc. • Washington, DC, United States
    Full-time
    Client Service I Representative- Mailroom.Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction.Promptly informs supe...Show more
    Last updated: 21 days ago • Promoted