Client Support – Client Services Representative Position Available In Pasco, Florida

Client Support – Client Services Representative
Req #67
Port Richey, FL, USA
Job Description
Posted Wednesday, June 18, 2025 at 11:00 PM
The ATIS Group, with ATIS in the US and KJA in Canada, are the premier elevator and escalator consulting, management, and inspection businesses operating across North America.
Our inspection services cover the US with more than 185 Qualified Elevator Inspectors (QEI). Our global team of industry veteran elevator and escalator consultants spans all of North America.
As consultants we leverage our decades of industry experience to assist our clients in everything from engineering and designing new elevator installations to assessing existing equipment, determining the need for modernization, and managing maintenance and compliance.
With offices located throughout the US and Canada, we are well positioned to assist all clients, whether for a single elevator, or for a global corporation with thousands of devices. Candor. Boldness. Safety. Teamwork. Job Description Summary
Basic Purpose
The Client Services Representative (CSR) helps the clients assigned to their territory go through the elevator certificate renewal process by providing excellent customer service by informing clients on the next steps to be able to renew their certificate of operation with the local Authority Having Jurisdiction (AHJ). They monitor their dashboard to ensure job completion in order to drive compliance for the accounts they manage in their area. They also assist the field staff and answer questions for elevator companies, when needed.
Scope
A CSR is the primary point of contact for the clients in an assigned territory. CSRs monitor their system dashboard to assist each client through the “next steps” in the certificate renewal process. CSRs review each system generated Proposals and Work Orders (WO) to verify all information is populated and accurate prior to being sent to the customer or Scheduler. CSRs also inform the client when additional services are required. CSRs log all calls and emails into the system, so peers can access supporting documents and reference information with the company’s database when needed.
Reporting and Working Relationships
CSRs report to the regional office manager for the area. CSRs primarily work with the territory’s scheduler, inspectors, and elevator companies.
Primary Responsibilities (100%)
Reviewing dashboard lists to determine what jobs are coming due.
Making and logging outgoing renewal and appointment confirmation calls and notes.
Generating proposals, reminders, and changing them into work orders.
Sending proposals, reminders, and appointment confirmation emails.
Answering incoming calls and emails from clients, inspectors, and elevator companies.
Assisting elevator companies, inspectors, and other team members with questions and concerns.
Assisting the area scheduler and others when short staffed to cover immediate needs.
Assisting with Sales efforts for the area.
Work Environment/Physical Demands
This position operates in a professional office environment.
Travel
Minimal travel required. This may include visits to regional offices, company-required functions, and visiting potential acquisitions as necessary.
Qualifications
A high school diploma or equivalent
Ability to manage priorities and workflow
Dependable and available during normal business hours, 40 hours a week
Excellent customer service, communication, organizational skills, and responsiveness
Basic computer skills and knowledge of MS programs
Versatility, flexibility, and a willingness to work with constantly changing priorities
Clerical or administrative experience is preferred
Basic conveyance knowledge is a plus, but not required
Competencies
Initiative
Ethics
Business Acumen
Time Management
Organization
Communication
Customer Service
Attention to Detail