Client Services Representative jobs in United States
Explore 284 matching jobs.
Client Services Representative
Trane Technologies
Posted: 10/21/2026Client Services Specialist
City National Bank of Florida
Posted: 10/21/2026Client Services Consultant – Training & Implementation
BEC Legal Systems
Posted: 10/21/2026Tax Director, Trust & Estate – Private Client Services
EisnerAmper
Posted: 10/21/2026Client Services Director
Sedgwick
Posted: 10/21/2026Client Services Associate I, Spanish, Prenatal
BillionToOne
Posted: 10/21/2026Client Services Manager
Atrium
Posted: 10/21/2026Client Service Associate
Marsh McLennan
Posted: 10/21/2026National Accounts Client Services Data Administrator
Rentokil Pest Control North America
Posted: 10/21/2026Private Wealth Management Client Service Associate
Morgan Stanley
Posted: 10/21/2026Client Services Manager
Pulse Advertising
Posted: 10/21/2026Account Trainee, Team Sports Sponsorship, Payment Services Client
Omnicom
Posted: 10/21/2026Client Services Specialist
IMMERSE
Posted: 10/20/2026Tax Manager – Private Client Services
EisnerAmper
Posted: 10/20/2026Senior Tax Associate – Private Client Services
EisnerAmper
Posted: 10/20/2026Senior Tax Manager – Private Client Services
EisnerAmper
Posted: 10/20/2026Senior Analyst, IT Client Services
Cardinal Health
Posted: 10/20/2026AndroidTCP/IP
Client Services Advisor
Arch Capital Group Ltd.
Posted: 10/20/2026Account Director, Client Services – FTC
Influencer
Posted: 10/20/2026Senior Manager, Fleet Client Services
Cox Enterprises
Posted: 10/20/2026
Client Services Representative
Trane TechnologiesCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service and relationship-building skills while effectively managing customer satisfaction, retention, and growth. Proficient in developing strategic account plans and utilizing Salesforce for sales pipeline management.
Highest-signal resume keywords
Customer ServiceSales ManagementAccount Strategy DevelopmentSalesforce ProficiencyHVAC Systems Knowledge
About the role
Key responsibilities & impact- Deliver exceptional service and support to customers within an assigned group of Account Managers
- Support the financial and business goals for the Region’s service business
- Drive scope expansion, customer satisfaction, and fulfillment of contractual obligations
- Identify growth and sales opportunities in the assigned customer portfolio
- Partner with sales teams and operations to develop innovative, profitable, measurable, and repeatable solutions
- Provide customer support and sales activities at client facilities as needed
- Make sales or obtain orders or service contracts in the Reno, Nevada territory
- Manage customer satisfaction, retention, and growth for assigned portfolios
- Prospect for non-agreement customers through cold calls, lead linkage, quick quotes, and new lead management
- Drive new mechanical service agreements and renewals
- Manage time and material and quoted-job pull-through opportunities with the estimating team
- Develop customer account profiles, account strategies, service delivery plans, budget plans, and customer visit schedules
- Identify and communicate issues, business goals, and objectives for assigned accounts
- Respond to customer inquiries and concerns within 24 hours
- Review weekly financial performance and provide correction plans for poorly performing service agreements, including accounts receivable follow-up
- Meet department growth plans through sales and customer-base expansion, including required monthly customer sales calls
- Provide customer assurance regarding equipment uptime and reliability
- Assist in creating standard work and cadence for customer needs
- Assist Account Managers with strategic customers as assigned
- Accurately enter customer opportunities into Salesforce and maintain the sales pipeline
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s degree or certificate with two years’ work experience preferred
- Customer service with relationship building experience is a plus
- Customer focus and relationship building
- Problem solving and initiative
- Collaboration and teamwork
- Adaptability and agility
- Results orientation
- Mathematical aptitude
- Ability to multi-task and think critically in high-stress situations
- Ability to communicate effectively in person, by phone and through written communication
- Able to work extended hours on occasions when required
- Working knowledge of HVAC systems preferred
- Must possess a valid driver’s license for a minimum of 12 months
- Safety Sensitive role; may require passing additional drug screening
Benefits
Comp & perks- Health insurance for the employee and family, with holistic wellness programs and incentives
- Fertility coverage and adoption/surrogacy assistance
- Up to 15 vacation days
- Paid holidays
- Sick leave
- Volunteer leave
- Parental leave
- 401(k) match
- Educational and training opportunities through company programs
- Tuition assistance
- Student debt support
- Competitive compensation
- Comprehensive benefits and programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ActivitiesCustomer Account ManagementFinancial Performance ReviewMathematical AptitudeProblem SolvingTime ManagementLead ManagementService Agreement ManagementContract FulfillmentCustomer Visit Scheduling
Soft Skills
Relationship BuildingCollaborationAdaptabilityCritical ThinkingEffective Communication
Tools & Technologies
Salesforce
Certifications & Qualifications
Valid Driver's License
Industry Keywords
HVAC SystemsCustomer SatisfactionService BusinessSales OpportunitiesCustomer RetentionCold CallingService ContractsCustomer AssuranceSafety Sensitive RoleBusiness Goals