How to hire an account services representative

How to hire an account services representative, step by step

Here's a step-by-step account services representative hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an account services representative job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new account services representative
• Step 8: Go through the hiring process checklist

What does an account services representative do?

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1. Identify your hiring needs

   Before you start hiring an account services representative, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   An account services representative's background is also an important factor in determining whether they'll be a good fit for the position. For example, account services representatives from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   This list shows salaries for various types of account services representatives.

   Type of Account Services Representative	Description	Hourly rate
   Account Services Representative	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$12-19
   Customer Support Representative	A customer support representative is responsible for answering calls and correspondence, providing customer assistance in various technical issues, concerns, or difficulties. There are also instances when they must make calls to follow-up on the issues, or even sell products and services... Show more	$13-22
   Customer Relations Representative	A customer relations representative is responsible for providing the highest customer service by interacting with customers to respond to their inquiries and concerns, process their requests, and resolve their complaints. Customer relations representatives assist the customers with their needs by offering products and services according to their requirements and budget limitations... Show more	$13-24

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Satisfaction
   • Work Ethic
   • Technical Support
   • Customer Support
   • Account Services
   • Patients
   • Data Entry
   • Quality Customer Service
   • Account Management
   • Patient Accounts
   • Troubleshoot
   • Inbound Calls
   • Outbound Calls
   • PowerPoint

   Check all skills

   Responsibilities:

   • Note: EDI is media loader design to automate conversion from p.c.
   • Manage participants in classroom and OJT training to ensure they are successful and any barriers to completion are immediately addressed.
   • Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
   • Coordinate services for new software clients to help ensure efficient implementation of EDI software.
   • Process HIPAA system configuration and implementation.
   • Review medical documentation and consult with healthcare providers when documentation are inadequate for coding purpose.

   More account services representative duties

3. Make a budget

   Including a salary range in your account services representative job description is one of the best ways to attract top talent. An account services representative can vary based on:

   • Location. For example, account services representatives' average salary in mississippi is 49% less than in district of columbia.
   • Seniority. Entry-level account services representatives 38% less than senior-level account services representatives.
   • Certifications. An account services representative with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in an account services representative's salary.

   Average account services representative salary

   $15.61hourly

   $32,467 yearly

   ---

   Entry-level account services representative salary

   $25,000 yearly salary

   Updated December 15, 2025

   Average account services representative salary by state

   Rank	State	Avg. salary	Hourly rate
   1	California	$41,078	$20
   2	Washington	$41,049	$20
   3	Colorado	$37,327	$18
   4	Utah	$35,156	$17
   5	Illinois	$34,530	$17
   6	New York	$34,508	$17
   7	Vermont	$33,962	$16
   8	Wisconsin	$33,316	$16
   9	Arizona	$32,959	$16
   10	Minnesota	$32,890	$16
   11	Iowa	$31,446	$15
   12	Pennsylvania	$31,177	$15
   13	Oklahoma	$31,088	$15
   14	Indiana	$30,635	$15
   15	Maryland	$30,392	$15
   16	Kansas	$30,151	$15
   17	North Dakota	$30,008	$14
   18	Ohio	$29,731	$14
   19	North Carolina	$28,146	$14
   20	Texas	$27,384	$13

   Average account services representative salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Schneider Electric Industrial Services	$40,987	$19.71	19
   2	Johnson Controls	$39,646	$19.06	189
   3	Palmetto Citizens Federal Credit Union	$37,047	$17.81	1
   4	Broadridge	$36,676	$17.63	67
   5	Ahead USA	$36,058	$17.34	4
   6	University of Washington	$35,874	$17.25	10
   7	Andersen	$35,777	$17.20	4
   8	Plante & Moran PLLC.	$35,687	$17.16	17
   9	East Tennessee Children's Hospital	$35,524	$17.08	1
   10	Queens Health Systems	$35,385	$17.01	2
   11	Boston Mutual Life Insurance	$35,219	$16.93	3
   12	Stryker	$35,211	$16.93	559
   13	Smithfield Foods	$34,956	$16.81	5
   14	Virginia Linen Service	$34,898	$16.78	6
   15	Wlr Automotive Group, Inc.	$34,730	$16.70
   16	Mcgriff, Seibels & Williams	$34,546	$16.61
   17	Vevo	$34,358	$16.52	3
   18	Blue Shield of California	$34,357	$16.52	4
   19	Northern Trust	$34,349	$16.51	9
   20	Nestlé Waters North America	$34,269	$16.48

4. Writing an account services representative job description

   An account services representative job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. To help get you started, here's an example of an account services representative job description:

   Account services representative job description example

   Who we are:Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.
   
   Hourly rate $17.00-18.00/hour depending on experience plus medical, dental, vision, tuition reimbursement, 401k, 16 days of vacation, and defined career paths.
   
   This position is 100% remote after 2-3 weeks of all expenses paid on-site training in one of the following locations: Folsom, CA; Fresno, CA; La Crosse, WI; Overland Park, KS
   The hours are Monday-Friday 8-5pm
   
   Job Summary:
   Account Service Representative works to assist our Client Service Managers in providing best of class service to our clients. The Account Service Representative will work to determine vested benefits, reconciling trust assets including participant loans and contributions, assist Plan Sponsors with standard requests, resolve internal intra-departmental requests and managing reoccurring projects.
   
   What You will do:Learn retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and how those areas impact businesses and employees.Provide client support and customer service on day to day issues with clients by responding both orally and via written communication.Generate and deliver reporting to clients Coordinate transactions with internal departments and track through completion Complete special projects as needed Assist team with duties and tasks as needed Prioritize tasks due to urgency of requests Manage responsiveness through daily organization of multiple systems Requirements for this role include:
   Bachelor's degree preferably in finance, economics, or business.Must have superior client service skills.Advanced excel experience.Proactive and resourceful.Able to multi-task and work in a fast-paced environment.Ability to build internal relationships and communicate effectively with others.Must have exceptional organization skills, strong attention to detail and a high degree of accuracy.Must exhibit strong written and oral communication skills.It is a requirement of this job to consistently report to work as scheduled, be on time, and remain at work for entire assigned shift.Critical thinking

   Copy this example

   

5. Post your job

   There are a few common ways to find account services representatives for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your account services representative job on Zippia to find and recruit account services representative candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with account services representative candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new account services representative

   Once you've decided on a perfect account services representative candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   Once that's done, you can draft an onboarding schedule for the new account services representative. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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How much does it cost to hire an account services representative?