Talent.com
National Client Services Representative

National Client Services Representative

Paladin TechnologiesMinneapolis, MN, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Client Services Representative

The Client Services Representative is responsible for managing the life of a client ticket for service or repair. The role encompasses a range of duties including project coordination to support the National Client Services Department, customers, and colleagues. This individual will be responsible for supporting actions such as dispatching technicians, ordering parts, communicating with stakeholders, and verification of work completed.

Specific Responsibilities Include, But Not Limited To :

Service Work Order Management

  • Create, respond to, and manage service work orders within D365.
  • Confirm that all service calls are created accurately according to work order instructions.
  • Schedule technicians, order necessary parts, and prepare work orders for invoicing.
  • Process subcontractor invoices and ensure all related documentation is complete.
  • Ensure timely status updates for all service calls from "Unscheduled" to "Completed Ready to Invoice."
  • Update all tickets at least every 7 days or less.
  • Manage and track return tickets for follow-up or completion.
  • Review technician notes to verify completeness and accuracy, ensuring all materials are recorded for billing.
  • Respond to P2, P3, and P4 priority calls within two hours of receipt.
  • Respond to P1 (high-priority) calls within one hour of receipt.
  • Document all communication with clients, branches, and internal colleagues (via phone, email, or Teams) in D365 timeline notes.
  • For tickets with risk factors (e.g., missing SLA, cost over $2,000 / warranty issues over $500), notify the branch via email and copy the NSCM for visibility.

Scheduling & Dispatching

  • Dispatch technicians with a full understanding of required travel time and estimated on-site service time.
  • Optimize technician scheduling to ensure efficient service delivery.
  • Communicate updates regarding return visits and part receipt status with technicians and branches.
  • Emergency & Follow-Up Handling
  • Escalate emergency service requests to branch leaders or dispatch technicians directly as needed.
  • Follow up on all emergency service calls within one business day to ensure timely progress and completion.
  • Client Communication & Support

  • Maintain clear, professional communication with clients regarding service updates, scheduling, and expectations.
  • Provide call acknowledgments with estimated time of arrival (ETA) and document these in D365.
  • Send ETA confirmations to technicians for both initial and return site visits.
  • Issue completion emails once service tickets are finalized and closed.
  • Internal Coordination
  • Coordinate with branches and operational leadership for service call creation and updates, as required by region.
  • Support Client Service Administrators by addressing questions or quality concerns related to work orders.
  • Procedural Compliance

  • Adhere to all departments, D365, and PTI procedures.
  • Ensure consistent and timely updates of service call statuses throughout the service lifecycle.
  • Client Coordination & Support :
  • Ensure service delivery expectations are met or exceeded across all client locations.
  • Respond promptly to client concerns, inquiries, and escalations, ensuring timely resolution.
  • General Responsibilities :

  • Represent company in a business-like professional manner in both conduct and appearance, to maximize client satisfaction.
  • Available to work outside of, or in addition to, normal business hours.
  • Work in compliance with the company's policies and procedures including safety manual with safety of self and others in mind at all times.
  • Maintain and protect assigned company assets.
  • Accurate written record keeping, submitted on time and complete, including but not limited to :
  • Required Qualifications :

  • High School Diploma or GED
  • 1 year of experience with general administrative duties in an office environment
  • Preferred Qualifications :

  • 1 year of experience in customer service
  • Basic accounting and accounts receivable knowledge
  • Proficiency with Microsoft Office and computerized business systems as demonstrated by a minimum of 1 year of experience
  • Demonstrated Professional Competencies :

  • Excellent keyboarding skills.
  • Ability to work in a high-volume atmosphere
  • Ability to solve practical problems and carry out responsibilities under minimal supervision.
  • Ability to organize workload for effective implementation, including the ability to multi-task while under deadlines or time constraints
  • Excellent interpersonal skills including customer service skills
  • Ability to write simple correspondence and present information in one-on-one and small group situations.
  • Ability to interact effectively at all levels and across diverse cultures.
  • Ability to function as an effective team member.
  • Ability to adapt as the external environment and organization evolves.
  • Physical Demands : In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of the job.

  • Must be able to effectively communicate, (ie see, hear, speak and write clearly) in order to communicate with colleagues and / or customers; manual dexterity required for occasional reaching, lifting of light office objects, and operating office equipment
  • Working Conditions : In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job.

  • The office is clean, orderly, properly lighted and ventilated. Noise levels are considered low to moderate
  • Benefits : Colleagues and their families are covered by medical, dental, vision, company provided basic life insurance and AD&D and short-term disability, Voluntary insurances offered include life insurance and AD&D, short-term disability (buy-up option), long-term disability, accident, critical illness, and hospital indemnity insurance, and HSA & FSA accounts. Colleagues may also enroll in the company's 401(k) plan. Colleagues will also receive PTO (paid time off), sick leave, and 7 paid holidays.

    Salary Range : $20.00ph- $25.00ph DOE

    Company Info : Paladin Technologies is a premier North American complex systems integrator for building technology solutions, including IP security, alarms & monitoring, audio visual, low-voltage infrastructure, and networking. As a leader in the design, deployment, optimization, management, and maintenance of communication and digital networks, Paladin can meet the needs of clients on a national scale, while providing local support. Our team is the best in the industry, with manufacturer trained technicians, PMP-certified project managers, CTS- and RCDD-certified design engineers, coordinators, and administrative resources. Paladin has offices coast to coast across the United States and Canada, and nearly 1,700 talented and committed professionals dedicated to custom-crafting and installing technology solutions for clients requiring Integrated Security, Network Infrastructure, Audio Visual, Fiber Optics / OSP, Structured Cabling, and more. We are always at the forefront of the changing technology landscape, and through continued training, complex client projects, and company support, we provide our colleagues with exciting challenges and a rewarding career as Paladin continues to grow.

    This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Equal Opportunity Employer, including disability & veterans, or any other characteristic protected by law. If you need accommodation for any part of the application process, please send an email or call 1-855-296-3199 to speak with Human Resources and let us know the nature of your request. We thank you for your application, however only those selected for an interview will be contacted.

    serp_jobs.job_alerts.create_a_job

    Client Service Representative • Minneapolis, MN, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Tax Associate - Local

    Tax Associate - Local

    IntuitCEDAR, Minnesota, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Accountant - Local

    Tax Accountant - Local

    IntuitCEDAR, Minnesota, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Expert - Onsite

    Tax Expert - Onsite

    IntuitHAMEL, Minnesota, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Insurance Sales Representative - Luxury Travel Incentives

    Insurance Sales Representative - Luxury Travel Incentives

    Platinum Supplemental InsuranceEagan, Minnesota
    serp_jobs.job_card.full_time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Representative - Luxury Travel Incentives

    Sales Representative - Luxury Travel Incentives

    Platinum Supplemental InsuranceLakeville, Minnesota
    serp_jobs.job_card.full_time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Entry Level Insurance Sales Representative - Luxury Travel Incentives

    Entry Level Insurance Sales Representative - Luxury Travel Incentives

    Platinum Supplemental InsuranceLakeville, Minnesota
    serp_jobs.job_card.full_time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Services Representative

    Client Services Representative

    VirtualVocationsMinneapolis, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Services Representative to interact with clients and assist with account handling.Key Responsibilities Maintain and develop constructive relationships with clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    National Client Accounting & CFO Services Leader

    National Client Accounting & CFO Services Leader

    EisnerAmperMinneapolis, MN, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome.EisnerAmper experience is one-of-a-kind.We are seeking a leader for our National Client Accounting and CFO Services practice.The Managing Partner...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Service Manager - Business Insurance National Accounts

    Client Service Manager - Business Insurance National Accounts

    Marsh McLennanMinneapolis, MN, US
    serp_jobs.job_card.full_time
    Client Service Manager Business Insurance National Accounts.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people.The industry...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Sales Representative - Bonuses and Travel Incentives

    Sales Representative - Bonuses and Travel Incentives

    Platinum Supplemental InsuranceCoon Rapids, Minnesota
    serp_jobs.job_card.full_time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Support Analyst Data Center

    Associate Support Analyst Data Center

    OptumELK RIVER, Minnesota, United States
    serp_jobs.job_card.full_time
    Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives.The work you do with our team will directly improve health outcomes by connect...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Services Analyst

    Client Services Analyst

    VirtualVocationsMinneapolis, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Services Analyst I (Fully Remote - USA).Key Responsibilities Process incoming prior authorization and referral requests, ensuring accuracy and compliance with re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Service Representative

    Client Service Representative

    Old National BancorpChanhassen, MN, US
    serp_jobs.job_card.full_time
    Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Client Deposit Services Specialist

    Client Deposit Services Specialist

    Park State BankMinneapolis, Minnesota, United States, 55416
    serp_jobs.job_card.temporary
    serp_jobs.filters_job_card.quick_apply
    The Client Deposit Services Specialist is a versatile member of the Deposit Operations team, ensuring business continuity by providing coverage during leaves or peak periods and driving process imp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Patient Services Representative

    Patient Services Representative

    Dental Associates MinnesotaSavage, MN, United States
    serp_jobs.job_card.full_time
    Dental Associates of Savage is currently hiring a Patient Care Coordinator with prior.The Patient Care Coordinator performs a variety of tasks directly related to the scheduling of patient care.Eac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Tax Associate

    Tax Associate

    IntuitHAMEL, Minnesota, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Seasonal Tax Associate - Local

    Seasonal Tax Associate - Local

    IntuitCEDAR, Minnesota, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Insurance Sales Representative - Bonuses and Travel Incentives

    Insurance Sales Representative - Bonuses and Travel Incentives

    Platinum Supplemental InsuranceCoon Rapids, Minnesota
    serp_jobs.job_card.full_time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30