Talent.com
Client Services Representative

Client Services Representative

One PhysicsTowson, MD, United States
3 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 company’s 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

  • Bachelor’s 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
    • Promoted
    Client Service Representative

    Client Service Representative

    ApTaskBaltimore, MD, US
    Full-time
    Hybrid Position : Fixed Income Cash Client Service Group.Hybrid : Three days per week in-office.The Fixed Income Cash Client Service Group (CSG) supports cash Fixed Income business for institutional ...Show moreLast updated: 30+ days ago
    Client Services Representative

    Client Services Representative

    Holland & SherryOwings Mills, MD, US
    Full-time
    Quick Apply
    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 moreLast updated: 30+ days ago
    • Promoted
    Client Service Representative I

    Client Service Representative I

    Canon USAWashington, DC, US
    Full-time
    Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction. Main Responsibilities : Promptly informs supervisor of potential...Show moreLast updated: 30+ days ago
    • Promoted
    Client Services Associate

    Client Services Associate

    TradeJobsWorkforce22240 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 moreLast updated: 30+ days ago
    • Promoted
    Client Services Director

    Client Services Director

    The Bob & Ronna GroupEllicott City, MD, US
    Full-time
    This is what you will receive : .Health Insurance Benefits available.This is a career opportunity for growth and advancement. Here is what we will ask you to do : .Administrative and compliance tasks in...Show moreLast updated: 25 days ago
    • Promoted
    Dealing Client Services (DCS) Associate

    Dealing Client Services (DCS) Associate

    Monex USAWashington, DC, US
    Full-time
    Dealing And Client Service Associate I.Since 1999, Monex USA has provided corporate clients with the best foreign exchange (FX) and international payment solutions in the industry.Monex USA guides ...Show moreLast updated: 30+ days ago
    • Promoted
    Client Partner

    Client Partner

    ClifyXRockville, MD, US
    Full-time
    Graduate / Post Graduate Degree in Engineering and Technology 13-15 years of experience 5 days in office.Show moreLast 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 moreLast updated: 1 day ago
    • Promoted
    Client Services Manager

    Client Services Manager

    The High CompaniesWashington, DC, US
    Full-time
    Our dynamic and rapidly growing StructureCare team is seeking a detail oriented and self-starting Client Services Manager to service our Washington DC territory. StructureCare, headquartered in Lanc...Show moreLast updated: 30+ days ago
    • Promoted
    Client Service Representative - Floater (Jennifer Rd Branch)

    Client Service Representative - Floater (Jennifer Rd Branch)

    Atlantic Union BankAnnapolis, MD, US
    Full-time
    Client Service Representative - Floater.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 t...Show moreLast updated: 30+ days ago
    • Promoted
    Client Service Associate

    Client Service Associate

    B.F. Saul CompanyBethesda, 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 moreLast updated: 30+ days ago
    • Promoted
    Account Associate Client Services

    Account Associate Client Services

    DCI GroupWashington, DC, US
    Full-time
    Account Associate Client Services.Partnering with our clients, DCI provides strategic counsel and designs winning public affairs and communications campaigns around the world.Our creative soluti...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Client Service Specialist

    Client Service Specialist

    Marsh & McLennanColumbia, MD, US
    Full-time
    Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people. The industry's brightest talent drives our efforts to deliver purposeful ...Show moreLast updated: 8 hours ago
    • Promoted
    Director, Client Services

    Director, Client Services

    StackAdaptWashington, DC, US
    Full-time
    StackAdapt is the leading technology company that empowers marketers to reach, engage, and convert audiences with precision. With 465 billion automated optimizations per second, the AI-powered Stack...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Client Relations Manager

    Client Relations Manager

    Maryland StaffingBaltimore, MD, US
    Full-time
    At Cengage Group, our employees have a direct impact in helping students around the world discover the power and joy of learning. We are bonded by our shared purpose driving innovation that helps m...Show moreLast updated: 8 hours ago
    • Promoted
    Client Services Representative

    Client Services Representative

    One PhysicsTowson, MD, US
    Full-time
    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 Wo...Show moreLast updated: 3 days ago
    • Promoted
    Client Service Representatives

    Client Service Representatives

    VCA Animal HospitalsWashington, DC, US
    Full-time
    Calling All Compassionate & Driven Individuals!.Do you thrive in a fast-paced environment? Are you passionate about helping people and their pets during critical moments? VCA SouthPaws Veterinary S...Show moreLast updated: 30+ days ago
    • Promoted
    Client Services Coordinator

    Client Services Coordinator

    ColliersWashington, DC, US
    Full-time
    Make Your Next Move An Expert One.At Colliers it's not our success that sets us apart, it's how we achieve it.Our people are passionate, take ownership and always do what's right for our clients, p...Show moreLast updated: 30+ days ago