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Become A Client Relations Representative

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Working As A Client Relations 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

  • $32,802

    Average Salary

What Does A Client Relations Representative Do At Broadridge Financial Solutions

* You will maintain proficiency in multiple company platforms and have in-depth knowledge on particular platforms/applications in order to serve as a resource to others in the resolution of complex problems
* You will complete accounts receivable collections, monitor SLA compliance, monitor contract terms and conditions, perform user acceptance testing, and craft and lead operational reviews
* You will raise complex problems/issues to higher levels when necessary
* You will train customers on products and applications
* You will provide mentorship and training to lower level representatives

What Does A Client Relations Representative Do At Assurant

* _
* Answering Inbound calls from our clients
* Making outbound calls regarding client files
* Receiving and responding to emails from our clients as well as internal customers
* Working through requests from our Compliance, Legal, Collections, and Sales teams to resolve consumer and client concerns
* Establishing good rapport and relationships with our clients through pro-active and prompt communication
* Attire
* Business Casual and Casual days typically on Fridays

What Does A Client Relations Representative Do At Selective Investigations Incorportated

* Generate leads and qualifying prospects Develop and cultivate relationships to build client base Develop / Maintain strong relationships with existing clients to ensure ongoing sales and high levels of customer service Attend conferences (Currently
* per year) Limited travel (local clients) Report directly to the President of the company Office position
* Opportunity to work some hours remotely

What Does A Client Relations Representative Do At New York Jets

Establish and maintain relationships with our season ticket base Provide superior customer service to all season ticket holders and prospects Assist season ticket accounts with any and all questions as it relates to the Jets Rewards digital ticketing platform Work closely with all sales executives to identify and continuously fulfill customer expectations Additional responsibilities as assigned by management

What Does A Client Relations Representative Do At Broadridge Financial Solutions

* Act as the front line; supporting members of the team and management to maintain and grow our client base
* Update and monitor internal reports to ensure the timely and efficient progress of each client mailing and departmental project
* Act as a client advocate and interfaces between all departments
* Monitor the effectiveness of systems, policies and procedures and makes appropriate recommendations to ensure daily operations are efficient
* Execute monthly SLA and QM metric reporting and reconciliation
* Use experience to support the developmental needs of fellow associates
* Act as a role model to other associates in consistent implementation of standard methodologies with regards to client interactions and departmental procedures
* Participate in ongoing projects, including drafting written requirements or procedures as requested
* Research and respond, in a timely manner, to requests from clients or associates regarding their needs and interests
* Partner internally, as well as with other departments, to continually add efficiency to the day to day processes as well as to increase client happiness
* Facilitate support of business continuity testing and documentation
* You will lead client meetings, product demos, and business reviews on and off site to build stronger business relationships

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How To Become A Client Relations 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.


Customer service representatives typically need a high school diploma.


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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Client Relations Representative jobs

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Client Relations Representative Career Paths

Client Relations Representative
Billing Specialist Specialist
Account Manager
5 Yearsyrs
Project Manager Construction Manager Operations Manager
Branch Manager
6 Yearsyrs
Project Manager Program Manager Business Developer
Business Development Manager
9 Yearsyrs
Analyst Finance Analyst Operations Manager
Chief Executive Officer
8 Yearsyrs
Account Executive Regional Sales Manager
Director Of Sales
10 Yearsyrs
Account Manager Sales Manager General Manager
District Manager
7 Yearsyrs
Human Resources Coordinator Specialist Account Manager
District Sales Manager
7 Yearsyrs
Account Executive Sales Manager
General Manager
7 Yearsyrs
Branch Manager General Manager Sales Consultant
Internet Sales Manager
6 Yearsyrs
Client Relations Manager Senior Project Manager Senior Product Manager
Marketing Director
7 Yearsyrs
Client Relations Manager Project Manager Program Manager
Marketing Manager
6 Yearsyrs
Billing Specialist Home Health Aid Unit Secretary
Office Manager
5 Yearsyrs
Operations Manager Plant Manager General Manager
Regional Manager
8 Yearsyrs
Service Representative Account Executive Sales Manager
Regional Sales Manager
9 Yearsyrs
Branch Manager Account Manager Account Executive
Relationship Manager
6 Yearsyrs
Human Resources Coordinator Benefit Specialist Account Manager
Sales Account Manager
6 Yearsyrs
Analyst Business Analyst Product Manager
Sales And Marketing Manager
6 Yearsyrs
Account Manager Account Executive
Sales Manager
5 Yearsyrs
Service Representative Account Manager
Senior Account Manager
7 Yearsyrs
Operations Manager General Manager Account Executive
Territory Manager
7 Yearsyrs
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Client Relations Representative Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • German

  • Mandarin

  • Russian

  • Japanese

  • Arabic

  • Korean

  • Chinese

  • Polish

  • Swedish

  • Dutch

  • Danish

  • Finnish

  • Norwegian

  • Armenian

  • Filipino

  • Tagalog

  • Italian

  • Portuguese

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Client Relations Representative

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Client Relations Representative Education

Client Relations Representative

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Top Skills for A Client Relations Representative


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Top Client Relations Representative Skills

  1. Quality Customer Service
  2. Client Relations
  3. Financial Advisors
You can check out examples of real life uses of top skills on resumes here:
  • Promoted and maintained quality customer service with all contacts while ensuring efficient and accurate processing of hiring.
  • Develop and sustain productive client relationships by taking responsibility for meeting and exceeding internal and /or external client expectations.
  • Handled incoming calls primarily from shareholders and financial advisors while using multiple systems to provide product and service information.
  • Ensured compliance of underwriting guidelines for 25 mortgage loan programs by advising and education brokers.
  • Answered incoming phone calls and answered questions they had pertaining to their case.

Top Client Relations Representative Employers

Client Relations Representative Videos

Mercedes-Benz Oakville Client Relations

Elevate Your Career | Sales Account Manager