How to hire a client relations representative

How to hire a client relations representative, step by step

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

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1. Identify your hiring needs

   Before you post your client relations representative job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a client relations representative for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

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

   Yes

   No

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

   Type of Client Relations Representative	Description	Hourly rate
   Client Relations Representative	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$12-28
   Member Service Representative	A member service representative is responsible for providing customer service support to an organization. Member service representatives' duties include responding to customer's inquiries and complaints, developing effective sales pitches, processing customer's requests and orders, creating reports, developing recommendations to improve the operation's performance, and escalating high-level concerns... Show more	$10-21
   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

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Client Accounts
   • Client Relations
   • Strong Problem-Solving
   • Financial Institutions
   • Customer Satisfaction
   • HR
   • Data Entry
   • Quality Customer Service
   • Trade Shows
   • Inbound Calls
   • Outbound Calls
   • Client Retention
   • Scheduling Appointments
   • Customer Inquiries

   Check all skills

   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.
   • Facilitate prescriptions pick-ups for hospice patients in an expedite manner and meet HIPPA requirements on a consistent basis.
   • Develop event and premium presentation decks using PowerPoint.

3. Make a budget

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

   • Location. For example, client relations representatives' average salary in mississippi is 57% less than in massachusetts.
   • Seniority. Entry-level client relations representatives 56% less than senior-level client relations representatives.
   • Certifications. A client relations 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 a client relations representative's salary.

   Average client relations representative salary

   $39,786yearly

   $19.13 hourly rate

   ---

   Entry-level client relations representative salary

   $26,000 yearly salary

   Updated December 25, 2025

4. Writing a client relations representative job description

   A job description for a client relations representative role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a client relations representative job description:

   Client relations representative job description example

   + Department: Credit Union
   
   + School Area: Credit Union
   
   + Employment Type: Full-Time
   
   + Employment Category: Non-Exempt
   
   + Visa Sponsorship Available: No
   
   + Schedule: 37.5 hrs/wk., 8:30 A.M. - 5:30 P.M.
   
   Email a Friend Save Save Apply Now
   
   Information on MIT's COVID-19 vaccination requirement can be found at the bottom of this posting.
   
   MEMBER RELATIONS REPRESENTATIVE, MIT Federal Credit Union (MITFCU), to be responsible for delivering outstanding member service and performing all functions pertinent to this position in a timely and accurate manner. Will fulfill a multitude of member service requests, including processing financial transactions (i.e., processing cash and check inquiries remotely), account maintenance, password resets, and resolving customer concerns accurately, efficiently, and effectively in accordance with the MITFCU's policies and standard operating procedures. Responsibilities include utilizing member interface technology, electronic delivery systems, and numerous software applications used by the Credit Union to process member transactions, and assist/advise members with new account services (including additions or changes in member accounts); cross-selling by identifying sales opportunities and following referral procedures; responding to member inquiries to identify issues and needs and propose solutions; keeping current on changes in technology, electronic, and alternative delivery methods; protecting the confidentiality of all financial data relating to bank operations and its members; implementing and complying with credit union policies and procedures; researching account information to resolve member inquiries; providing coverage to other member service branches/departments as necessary; handling ATM/debit card POS increases and PIN resets; participating in annual student drives and mini-membership drives; achieving established goals, both individual and departmental; and handling daily account maintenance and other services issues as necessary.
   
   Job Requirements
   
   REQUIRED: high school diploma or equivalent certificate of education and member/customer service experience. PREFERRED: at least six-months credit union, banking, or other financial industry experience and six- months cash handling/balancing experience. Job #21554-1 This is a full-time, 37.5 hour/week position.The position is located in Lexington, MA7/13/22

   Copy this example

   

5. Post your job

   To find the right client relations 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 client relations representatives they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit client relations 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 client relations representative job on Zippia to find and recruit client relations representative candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit client relations representatives, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   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 client relations representative

   Once you've found the client relations 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.

   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.

   After that, you can create an onboarding schedule for a new client relations representative. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

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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