How To Become A Client Relations Representative: What It Is and Career Path

What is a client relations representative and how to become one

Updated January 8, 2025

4 min read

Quoted experts

Director Dave Payne M.S.,

Ashley Strausser

Client relations representatives are responsible for delivering outstanding customer service to both the internal and external customer base. They research, analyze, and take the initiative for proactively resolving issues and problems. They also build excellent relationships and capitalize on customer loyalty by providing exceptional customer service. Client relations representatives earn an average salary of $41,000 annually or $19 per hour.

Client relations representatives educate the clients about the products, services, and industry trends. They work closely with other representatives to build, reinforce, and maintain existing clients and relationships. They also ensure all information requested by the sales representatives is forwarded on a timely basis. A great client relations representative possesses excellent multi-tasking and communication skills.

Client relations representatives typically hold a bachelor's degree in marketing, business administration, or other related fields. They are expected to have some years of financial experience and in-depth knowledge of MS Word, Outlook, and web-based technologies.

What general advice would you give to a client relations representative?

Director Dave Payne M.S.

Associate Professor of Practice / Sales, University of Akron

Planning, practice, and skills are the keys to a successful career launch. Practice and coaching feedback will build competence, which builds confidence and sales performance success.

ScoreClient Relations RepresentativeUS Average

Salary

3.1

Avg. Salary $39,786

Avg. Salary $59,228

Stability level

5.9

Growth rate -4%

Growth rate 0.3%

Diversity

9.4

Race

American Indian and Alaska Native 0.67%

Asian 7.24%

Black or African American 12.05%

Hispanic or Latino 20.36%

Unknown 5.31%

White 54.38%

Gender

female 67.98%

male 32.02%

Age - 39

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 39

Stress level

5.9

Stress level is manageable

7.1 - high

Complexity level

6.6

Complexity level is challenging

7 - challenging

Work life balance

6.5

Work life balance is good

6.4 - fair

Key steps to become a client relations representative

Explore client relations representative education requirements

Most common client relations representative degrees

Bachelor's

60.9 %

Associate

17.6 %

High School Diploma

11.5 %

Start to develop specific client relations representative skills

Skills	Percentages
Client Accounts	17.69%
Client Relations	14.04%
Strong Problem-Solving	7.50%
Financial Institutions	6.56%
Customer Satisfaction	5.84%

Complete relevant client relations representative training and internships

Accountants spend an average of 6-12 months on post-employment, on-the-job training. New client relations representatives learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a client relations representative based on U.S. Bureau of Labor Statistics data and data from real client relations representative resumes.

Research client relations representative duties and responsibilities

Manage calendars; compile account records; create PowerPoint presentations for vendors, customers and investors.
Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
Download, deploy, and troubleshoot credit card terminals.
Diagnose and troubleshoot a variety of issues including patient relations, pricing, systems issues and turn-around-time.

Prepare your client relations representative resume

When your background is strong enough, you can start writing your client relations representative resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a client relations representative resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable client relations representative resume templates

Build a professional client relations representative resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your client relations representative resume.