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Become An Account Services Representative

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Working As An Account Services Representative

  • Getting Information
  • Interacting With Computers
  • Communicating with Persons Outside Organization
  • Communicating with Supervisors, Peers, or Subordinates
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $59,242

    Average Salary

What Does An Account Services Representative Do

Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.

Duties

Customer service representatives typically do the following:

  • Listen to customers’ questions and concerns, and provide answers or responses
  • Provide information about products and services
  • Take orders, calculate charges, and process billing or payments
  • Review or make changes to customer accounts
  • Handle returns or complaints
  • Record details of customer contacts and actions taken
  • Refer customers to supervisors or more experienced employees

Customer service representatives answer questions or requests from customers or the public. They typically provide services by phone, but some also interact with customers face to face, by email, or live chat.

The specific duties of customer service representatives vary by industry. For example, representatives who work in banks may answer customers’ questions about their accounts. Representatives who work for utility and communication companies may help customers with service problems, such as outages. Those who work in retail stores often handle returns, process refunds, and help customers locate items. Some representatives make changes to customers’ accounts, such as updating addresses or canceling orders. Although selling is not their main job, some representatives may help generate sales while providing information about a product or service.

Customer service representatives typically use a telephone, computer, and other office equipment. For example, representatives who work in call centers answer phone calls and use computers to review and select standard responses from a list of options. Those employed in retail stores use registers to process returns or orders.

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How To Become An Account Services Representative

Customer service representatives typically need a high school diploma and receive on-the-job training to learn the specific skills needed for the job. They should be good at communicating and interacting with people and have some experience using computers.

Education

Customer service representatives typically need a high school diploma.

Training

Customer service representatives usually receive short-term on-the-job training, lasting 2 to 3 weeks. Those who work in finance and insurance may need several months of training to learn more complicated financial regulations.

General customer-service training may focus on procedures for answering questions, information about a company’s products and services, and computer and telephone use. Trainees often work under the guidance of an experienced worker for the first few weeks of employment.

In certain industries, such as finance and insurance, customer service representatives must remain current with changing regulations.

Licenses, Certifications, and Registrations

Customer service representatives who provide information about finance and insurance may need a state license. Although licensing requirements vary by state, they usually include passing a written exam. Some employers and organizations may provide training for these exams.

Important Qualities

Communication skills. Customer service representatives must be able to provide information in writing, by phone, or in person so that customers can understand them.

Customer-service skills. Representatives help companies retain customers by answering their questions and complaints in a helpful and professional manner.

Interpersonal skills. Representatives should be able to create positive interactions with customers.

Listening skills. Representatives must listen carefully and understand a customer’s situation in order to assist them.

Patience. Representatives should be patient and polite, especially when interacting with dissatisfied customers.

Problem-solving skills. Representatives must determine solutions to a customer’s problem. By resolving issues effectively, representatives contribute to customer loyalty and retention.

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Account Services Representative Videos

A Career in Financial Services at TD

Account Services Representative Jobs

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Account Services Representative Career Paths

Account Services Representative
Technical Support Representative Technical Support Specialist Specialist
Account Manager
5 Yearsyrs
Accounts Payable Clerk Legal Assistant Office Manager
Administrative Manager
6 Yearsyrs
Collections Representative Service Representative Service Technician
Assistant Service Manager
5 Yearsyrs
Account Executive Sales Consultant Sales Manager
Business Development Manager
9 Yearsyrs
Human Resources Coordinator Operations Manager Bookkeeper
Business Office Manager
8 Yearsyrs
Sales Consultant Territory Manager Account Manager
Client Services Manager
7 Yearsyrs
Legal Assistant Sales Consultant Internet Sales Manager
Customer Relations Manager
5 Yearsyrs
Account Manager Account Executive Sales Manager
Director Of Sales
10 Yearsyrs
Account Manager Sales Manager General Manager
District Manager
7 Yearsyrs
Project Manager General Manager Account Executive
District Sales Manager
7 Yearsyrs
Account Executive Sales Manager
Regional Sales Manager
9 Yearsyrs
Human Resources Coordinator Specialist Account Manager
Relationship Manager
6 Yearsyrs
Specialist Security Officer Account Manager
Sales Account Manager
6 Yearsyrs
Project Manager Program Manager Product Manager
Sales And Marketing Manager
6 Yearsyrs
Accounts Payable Clerk Account Manager Account Executive
Sales/Marketing
5 Yearsyrs
Specialist Account Manager
Senior Account Manager
7 Yearsyrs
Collections Representative Account Representative Senior Sales Representative
Senior Representative
5 Yearsyrs
Technical Support Representative Systems Administrator Operations Manager
Territory Manager
7 Yearsyrs
Sales Consultant Senior Sales Representative Account Executive
Territory Sales Manager
7 Yearsyrs
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Do you work as an Account Services Representative?

Help others decide if this is a good career for them

Average Length of Employment
Account Specialist 2.7 years
Representative 2.1 years
Top Careers Before Account Services Representative
Cashier 6.3%
Teller 5.5%
Internship 2.9%
Manager 2.6%
Supervisor 1.8%
Server 1.7%
Top Careers After Account Services Representative
Cashier 3.9%
Teller 3.7%
Specialist 3.0%
Manager 2.8%
Supervisor 2.4%

Do you work as an Account Services Representative?

Account Services Representative Demographics

Gender

Female

64.6%

Male

33.9%

Unknown

1.5%
Ethnicity

White

62.4%

Hispanic or Latino

14.8%

Black or African American

12.6%

Asian

6.7%

Unknown

3.5%
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Foreign Languages Spoken

Spanish

66.9%

French

9.4%

Portuguese

4.3%

Hindi

2.2%

German

2.2%

Tagalog

1.4%

Italian

1.4%

Czech

1.4%

Japanese

1.4%

Cantonese

1.4%

Arabic

1.4%

Vietnamese

0.7%

Romanian

0.7%

Mandarin

0.7%

Ukrainian

0.7%

Thai

0.7%

Filipino

0.7%

Albanian

0.7%

Comanche

0.7%

Chinese

0.7%
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Account Services Representative Education

Schools

University of Phoenix

22.0%

University of Southern Mississippi

10.0%

Florida State College at Jacksonville

6.5%

Liberty University

5.6%

Mississippi State University

5.3%

Strayer University

5.0%

Michigan State University

3.8%

Ashford University

3.8%

Towson University

3.8%

Tyler Junior College

3.5%

University of Memphis

3.5%

Mississippi Valley State University

3.5%

University of North Florida

3.2%

Southern New Hampshire University

3.2%

Southern Connecticut State University

2.9%

New York University

2.9%

Texas Tech University

2.9%

Georgia State University

2.9%

Jackson State University

2.9%

Walden University

2.6%
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Majors

Business

35.0%

Communication

7.1%

Marketing

5.9%

Accounting

5.8%

Health Care Administration

5.0%

Psychology

4.5%

Criminal Justice

4.4%

Management

3.8%

Finance

3.4%

General Studies

3.2%

Human Resources Management

2.9%

English

2.6%

Liberal Arts

2.4%

Education

2.3%

Information Technology

2.3%

Nursing

2.0%

Computer Science

2.0%

Medical Assisting Services

1.9%

Sociology

1.9%

Political Science

1.7%
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Degrees

Bachelors

41.5%

Other

27.7%

Associate

12.0%

Masters

11.0%

Certificate

4.7%

Diploma

1.9%

Doctorate

0.6%

License

0.6%
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Account Services Representative Videos

A Career in Financial Services at TD

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Top Skills for An Account Services Representative

  1. Customer Service
  2. New Accounts
  3. Phone Calls
You can check out examples of real life uses of top skills on resumes here:
  • Managed customer accounts with responsibilities including credit, customer service and sales operations support.
  • Analyzed documents for Trust, Sole Proprietorship, General and Limited Partnership, Limited Liability Corporation and Corporation new accounts.
  • Answered incoming phone calls relating to customer service and insurance eligibility and processed insurance applications.
  • Answered general billing related questions, resolved billing issues, Predetermined departmental standards for productivity and quality measures.
  • Conducted customer needs assessments through illustration of cost-effective benefits and solutions, resulting in increased customer satisfaction and exceeded sales goals.

How Would You Rate Working As an Account Services Representative?

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Top Account Services Representative Employers

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Jobs From Top Account Services Representative Employers

Account Services Representative Videos

A Career in Financial Services at TD

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