How to hire a business services representative

How to hire a business services representative, step by step

Here's a step-by-step business 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 a business services representative job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new business services representative
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   The business services representative hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

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

   Yes

   No

   A business services representative's background is also an important factor in determining whether they'll be a good fit for the position. For example, business 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 business services representatives.

   Type of Business Services Representative	Description	Hourly rate
   Business Services Representative	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$12-23
   Call Center Representative	Call center representatives are employees who take customer calls in the company's contact center. They answer incoming calls related to their account... Show more	$12-18
   Account Representative	Account representatives are employees who manage client accounts and act as the main contact of the clients they are handling. They maintain existing accounts by updating client details regularly... Show more	$12-24

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Patients
   • Healthcare
   • Customer Satisfaction
   • Technical Support
   • Patient Demographics
   • Insurance Eligibility
   • Business Development
   • Patient Registration
   • HIPAA
   • Strong Customer Service
   • Payment Arrangements
   • Inbound Calls
   • Product Knowledge

   Check all skills

   Responsibilities:

   • Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
   • Conduct interviews with patients and family to obtain and update demographic, emergency contact information and insurance verification within HIPPA guidelines.
   • Collect coinsurance and co-payments for HMO, commercial and Medicaid carriers.
   • Update and maintain prospect database using CRM software (Salesforce) on a daily basis.
   • Work extensively with Medicare, Medicaid and Medicaid HMO's and process on the job injury claims.
   • Used Salesforce software to create reports for tracking invoices by client and sales teams from launch to final close.

3. Make a budget

   Including a salary range in your business services representative job description is a great way to entice the best and brightest candidates. A business services representative salary can vary based on several factors:

   • Location. For example, business services representatives' average salary in mississippi is 52% less than in massachusetts.
   • Seniority. Entry-level business services representatives earn 46% less than senior-level business services representatives.
   • Certifications. A business services representative with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a business services representative's salary.

   Average business services representative salary

   $35,998yearly

   $17.31 hourly rate

   ---

   Entry-level business services representative salary

   $26,000 yearly salary

   Updated December 16, 2025

4. Writing a business services representative job description

   A business 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. Below, you can find an example of a business services representative job description:

   Business services representative job description example

   The Business Solutions Representative ("BSR") acts as the primary point of contact for Executive Service Relationship Managers (ES RM's) and or Executive Services Leadership. The BSR will interact with multiple internal partners and applications to resolve service requests. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner while taking the initiative to stay up to date on both company products and services.
   *RESPONSIBILITIES*
   • Resolve services requests in coordination with various business partners in Operations, Corporate Services, Risk, Legal and Compliance teams. Interacts with internal cross-functional partners to resolve client issues and escalations within three different work channels using multiple platforms and programs
   • Supports the execution of critical operational functions associated with open market transactions, off plan trades and various other support tasks including but not limited to, account openings, asset transfers, Rule 144 filings and 10b5-1 processes
   • Generates, daily, weekly, and monthly reporting as needed to show request and escalation trends for their assigned teams/pod
   • Partner with ES Relationship Managers on complex service escalations and supply white glove operational support where applicable within the RM engagement process
   • Ability to present multiple options to resolve complex inquiries, recognize gaps in processes, and collaborate with team to increase efficiency
   • Oversee resolution of service issues as needed, and expected to maintain a high level of knowledge in various SEC Rules and market practices: Rule 144, Rule 10b-5-1, Section 16, etc.
   
   *BUSINESS REQUIREMENTS*
   • 1-Year customer service experience, or 1-year call center experience, or equivalent combination
   • Bachelor's Degree (Finance, Business Management/Administration/Business related discipline strongly preferred) or an equivalent combination of education, training, and experience. (1 year of work experience can substitute 1 year of education)
   • Fundamental knowledge of brokerage and equity compensation business
   • Initiative-taker with entrepreneurial drive and shows ability to achieve goals in a fast-paced, dynamic environment
   • Polished written and verbal communication skills able to effectively interact and influence a diverse set of business and technical stakeholders
   • Strong Excel and data analysis skills
   • Series 7 and 63 licenses, if not already held, must obtain within 90 days of hire
   
   *PREFERRED REQUIREMENTS*
   • Executive and financial services experience preferred including limited Rule 10b5-1 trading plans, Section 16, restricted stock, Rule 144, and equity compensation
   • Effective conflict resolution and critical thinking skills
   • Approachable, flexible, dependable and conscientiousness collaborator
   • Demonstrates self-confidence and the ability to keep composure in high pressure situations
   • Takes initiative and develops proposals towards positive solutions
   • Ability to set and achieve goals, and work independently
   • Willing to learn new skills and knowledge on an independent level to enhance personal development and achieve career goals
   
   **Job:** **Wealth Management*
   
   **Title:** *Business Solutions Representative, Executive Services *
   
   **Location:** *Georgia-Alpharetta*
   

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5. Post your job

   To find the right business services representative for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with business services representatives they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit business services representatives who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

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

6. Interview candidates

   Recruiting business services representatives requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   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 business services representative

   Once you've found the business services representative candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   To prepare for the new business services representative first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

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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