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 HandlingEscalate 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 CoordinationCoordinate 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 GED1 year of experience with general administrative duties in an office environmentPreferred Qualifications :
1 year of experience in customer serviceBasic accounting and accounts receivable knowledgeProficiency with Microsoft Office and computerized business systems as demonstrated by a minimum of 1 year of experienceDemonstrated Professional Competencies :
Excellent keyboarding skills.Ability to work in a high-volume atmosphereAbility 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 constraintsExcellent interpersonal skills including customer service skillsAbility 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 equipmentWorking 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 moderateBenefits : 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.