Talent.com
Client Services Representative
Client Services RepresentativeOne Physics • Towson, MD, US
Client Services Representative

Client Services Representative

One Physics • Towson, MD, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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.

    [job_alerts.create_a_job]

    Client Service Representative • Towson, MD, US

    [internal_linking.related_jobs]
    Customer Service Representative

    Customer Service Representative

    Suburban Propane • Millersville, MD, US
    [job_card.full_time]
    We are currently looking for a Customer Service Representative to play a pivotal role in helping to support excellent customer service, customer retention and new customer acquisition.As a Customer...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Billing Specialist I

    Billing Specialist I

    Greater Baltimore Medical Center (GBMC) • Phoenix, MD, United States
    [job_card.full_time]
    Under direct supervision, performs all billing and collection functions on account balances within assigned financial classes. Ensures timely submission of all claims and timely follow up.Perform el...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Customer Service Representative – Product Testing

    Remote Customer Service Representative – Product Testing

    GLOCPA • Glen Burnie, Maryland
    [filters.remote]
    [job_card.full_time]
    We’re looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.[show_more]
    [last_updated.last_updated_30] • [promoted]
    Physical Therapist

    Physical Therapist

    ATI Physical Therapy • Glen Burnie, MD, United States
    [job_card.full_time]
    Are you a Physical Therapist looking to thrive in a supportive, balanced environment? Join ATI, a leader in Physical Therapy, where you'll be part of a team redefining MSK care.With a mission to de...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Client Service Specialist (Sales and Related)

    Remote Client Service Specialist (Sales and Related)

    Altec Industries, Inc. • Baltimore, MD, US
    [filters.remote]
    [job_card.full_time]
    Must be a US Resident and eligible to work legally in the US to be considered • •.Our company has moved to 100% virtual, work-from-home positions. This position allows you to earn an incredible living...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Debt Collector

    Debt Collector

    RA Rogers Inc • Crofton, MD, US
    [job_card.full_time]
    Job Opportunity : Third-Party Debt Collector Join our nationwide collection agency, proudly serving over 400 credit unions nationwide since 1979. We’re seeking a First or Third-Party Debt Collectors ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Services Specialist

    Business Services Specialist

    InsideHigherEd • Baltimore, Maryland, United States
    [job_card.full_time]
    School of Medicine - Dermatology.[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Client Manager- Commercial Lines

    Senior Client Manager- Commercial Lines

    Maury, Donnelly, & Parr, Inc. • Baltimore, MD, US
    [job_card.full_time]
    Acts as team leader, responsible for managing and coordinating all team accounts.Manages assigned accounts; analyzes accounts for adequacy and appropriate coverage. Prepares proposals, analysis and ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Associate

    Client Service Associate

    PNC Bank • Baltimore, Maryland, USA
    [job_card.full_time] +1
    At PNC our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers. We work together each day t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Work From Home - Client Services Representative

    Work From Home - Client Services Representative

    Global Elite Texas • Baltimore, Maryland, United States, 21201
    [filters.remote]
    [job_card.full_time]
    Work From Home - Client Services Representative.Our company has moved to 100% virtual, work-from-home positions.This position allows you to build your career around your life, rather than being for...[show_more]
    [last_updated.last_updated_30]
    Client Strategy Analyst (Remote)

    Client Strategy Analyst (Remote)

    Scale AI • Baltimore, Maryland, United States
    [filters.remote]
    [job_card.full_time]
    Join a global community of talented professionals to shape the future of AI.Earn up to $15 USD / hr and additional rewards based on quality of submission. Outlier is committed to improving the intelli...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Client Service Analyst Structured Finance

    Client Service Analyst Structured Finance

    Global Quest • Baltimore, Maryland, United States
    [job_card.full_time] +1
    [filters_job_card.quick_apply]
    Client Service Analyst Structured Finance 2321.Wilmington, DE Chicago, IL Minneapolis, MN.No sponsorships, Corp-to-Corp, or 1099 arrangements permitted. The Client Service Analyst supports the.Corpo...[show_more]
    [last_updated.last_updated_variable_days]
    Forex / Cryptocurrency Trader - Remote

    Forex / Cryptocurrency Trader - Remote

    Maverick Currencies • Baltimore, MD
    [filters.remote]
    [job_card.full_time] +1
    Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Associate

    Client Services Associate

    Hellosunshinetravels • Baltimore, Maryland, United States
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motiva...[show_more]
    [last_updated.last_updated_variable_days]
    Virtual Client Representative

    Virtual Client Representative

    Nuvant Consulting Group • Baltimore, MD, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Virtual Client Representative About the Role : .Nuvant is hiring Virtual Client Representatives to help prospective clients explore financial solutions that align with their personal or business goa...[show_more]
    [last_updated.last_updated_30]
    Work From Home - Client Services Representative

    Work From Home - Client Services Representative

    AO Garcia Agency • Pasadena, Maryland, United States, 21122
    [filters.remote]
    [job_card.full_time]
    Our company has moved to 100% virtual, work-from-home positions.This position allows you to build your career around your life, rather than being forced to build your life around your career!.We're...[show_more]
    [last_updated.last_updated_30]
    Experienced Tax Associate - Private Client Services

    Experienced Tax Associate - Private Client Services

    EisnerAmper • Owings Mills, MD, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome.EisnerAmper experience is one-of-a-kind.EisnerAmper is seeking a Experienced Tax. Private Client Services (PCS) practice.We are looking for a dyna...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Card Services Manager - Card Services - Bowie, MD

    Card Services Manager - Card Services - Bowie, MD

    WesBanco Bank Inc. • Bowie, MD, United States
    [job_card.full_time] +1
    Card Services Manager - Card Services.Bowie, Maryland, United States.This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]