Client Services Coordinator
About The Position
The Client Services Coordinator supports Construction Managers and Project Managers with coordination, documentation, equipment ordering, and general office duties for fire alarm, suppression, and sprinkler installation projects. The role monitors small-project status and helps coordinate project schedules, engineering, labor, material deliveries, customer communications, billing, change orders, close-out documents, and other project records. It also assists with accounts receivable and dispute resolution, and serves as a facilitator for information sharing among OTC, the District, and designated customers as directed by the ACSM.
Requirements
- Proficiency in Microsoft Windows, Word, Excel, and PowerPoint.
- Knowledge of ACE, OASys, and job cost systems.
- Valid driver's license and good driving record.
- High school diploma or equivalent.
- Ability to multitask and prioritize assignments while adhering to deadlines.
- Excellent verbal and written communication skills.
- Organized, detail-oriented, and self-motivated.
- Must pass a pre-employment background check and drug screen.
- Positive attitude.
- Punctual and accountable.
- Experience dealing with customers.
Nice To Haves
- Associate degree.
- At least one year of related experience.
- Experience in a high-volume, customer service-oriented position.
- Electrical or construction industry experience.
Responsibilities
- Upload and maintain projects and contracts through Job Design/BBI.
- Monitor the status of small fire alarm, suppression, and sprinkler projects.
- Communicate with customers and sales representatives about when materials and labor are required.
- Ensure required engineering is performed to meet customer expectations.
- Coordinate customers’ labor requirements with the TIS supervisor and/or construction manager.
- Order equipment and ensure customers receive materials when needed.
- Report project status to department managers.
- Process change orders, release equipment, and maintain files, Certificates of Insurance, and warranty letters.
- Bill projects and compile supporting documents such as certified payroll and work tickets.
- Handle customer or contract disputes as needed.
- Coordinate equipment delivery to job sites and delivery of close-out documents.
- Create purchase orders for subcontractors.
- Procure and verify project schedules.
- Attend work-in-progress meetings.
- Track project RFIs, change orders, and other relevant documentation.
- Follow up with the Sales Team regarding project bookings and release jobs from COE or credit holds.
- Assist with accounts receivable.
- Facilitate information sharing between OTC, the District, and select customers as directed by the ACSM.
- Support dispute resolution when requested by AR collectors or the Dispute team.
- Contact customers when identified as necessary as part of DMS or for simple reasons.
Benefits
- Competitive salary.
- Paid vacation, holidays, and sick time.
- Comprehensive benefits package including 401(k), medical, dental, and vision care, available day one.
- Extensive product, on-the-job, and cross-training opportunities with internal resources.
- Encouraging and collaborative team environment.
- Company vehicle, tools, and equipment as applicable.
- JCI employee discount programs.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
