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Become A Client Representative

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Working As A Client 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

  • $37,190

    Average Salary

What Does A Client Representative Do At Concur

* Achieve sales objectives through sales to current customers
* Proactively call into accounts by utilizing and maintaining our corporate database
* Identify sales opportunities through direct prospecting, lead follow-up, networking and partner relationships
* Overcome objections and effectively communicate Concur’s value propositions to key decision makers regarding appropriate Concur product offerings
* Transfer qualified cross sell opportunities to the appropriate Client Sales Executive for an Executive Overview and formal sales presentation
* Build and maintain strong relationship with sales team through clear communication and follow-up
* Maintain up-to-date and extensive knowledge of all Concur product offerings
* Stay current on industry trends and maintain extensive knowledge of competitor’s product offerings
* Achieve monthly sales goals set by sales management
* Operates under supervision with frequent reviews of work
* Be aware of, and comply with, all corporate policies

What Does A Client Representative Do At Gallagher

* Typically assigned to accounts having less complex needs with no renewal goals associated with assigned accounts.
* Under direction of more senior staff, provides administrative support to an assigned group of clients.
* Resolves customer service inquiries that require research and interactions with carriers or agents.
* Generally requires assistance when resolving more complex problems.
* Day-to-day client contacts are generally mid- or lower-level client staff and contact with clients.
* Responds to client questions and maintains a log of conversations.
* Markets new and renewal accounts according to company procedures.
* Evaluates all proposals to include in spreadsheets.
* Prepares renewals and client information presentations and assists in preparing RFP responses.
* May provide guidance and direction to Customer Service Reps or administrative support.
* Additional Considerations

What Does A Client Representative Do At BBVA Compass

* Responsible for fulfilling commercial banking client’s service requests and providing resolution for issues related to a broad range of banking services.
* Includes answering client calls, fax, and email requests accurately and timely: open and close non-consumer accounts according to banking regulations and internal bank policies; perform routine maintenance of accounts such as stop payments; updating signature cards; check copies; etc.; process banking transactions as requested by client to move funds internally and externally using the various banking systems while adhering to all policies and procedures regarding movement of funds; assist client with researching issues related to their treasury management products and services e.g.
* Lockbox, Ach, Wire Transfer, ARP, Online Banking, remote deposit, etc.
* Additional responsibilities for a BRS Representative II:
* Manage necessary procedures in conjunction with fraudulent activity on client’s accounts.
* Research Acct.
* Analysis billing issues and make necessary adjusting entries.
* Coordinate TM product fulfillment and implementation through interaction with the BRS Implementation Group.
* Follow up with clients to assess the satisfaction of the solution implemented.
* Establish rapport and provide professional, continuous, open communication with internal partners: RM’s, RSS’s, TMO’s, ATMO’s and IC’s and Operations to keep them informed.
* Identify cross-selling opportunities and communicate leads to the TMO’s.
* Special projects as assigned by Management

What Does A Client Representative Do At IBM

* Serves as the clients single focal point for the Infrastructure Services (IS) LOB as part of Global Technology Services (GTS) and has ultimate responsibility for GTS/IS in the account.
* Serves as the GTS/IS brand focal point on the cross brand IBM sales team in his assigned territory
* Creates and executes the sales GTS/IS strategy fin the assigned territory, driving GTS/IS pipeline generation, progression, and closure and be responsible for client satisfaction and growth.
* Develops and maintains strong client relationships with C
* Level and key influencers, in the IT and line of assigned industry, business organizations, based on a history of performance and credibility, earning a reputation as one of the client as trusted business advisor
* Demonstrates a high level of business acumen and applies a thorough understanding of the clients business, organization, strategy, financial position, and business issues
* Maintains a thorough understanding of the clients industry, including industry trends, industry performance indicators and key client competitors in their industry
* Understands and applies IBM strategies and offerings for all GTS/IS Service Lines (including Cloud Services and Security Services) and IBM industry solutions to address the clients business needs
* Understands and navigates IBM to identify, acquire and coordinate a team of critical resources needed to address client needs; leads the cross-functional team to develop the best solution for the client
* Identifies solution opportunities by aligning IBM as industry and GTS strategies with the clients most important business needs
* Responsible for overall client satisfaction for services

What Does A Client Representative Do At IBG LLC

* Reach out to top tiered new clients and determine needs and objectives.
* Work closely with IB sales representatives to better understand client needs and objectives.
* Assist clients with account configuration to match account specifications.
* Assure that trading platforms are configured in a manner that meets trading needs.
* Provide basic TWS training for those unfamiliar with IB’s trading platforms.
* Respond to questions about the tools and products offered by IB.
* Assist with account and fund transfers.
* Act as client liaison by communicating with other internal departments such as, Sales, Clearing, Compliance, Funds & Banking and Professional Services.
* Build and maintain positive relationship with clients so that a foundation of trust is

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How To Become A Client 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 Representative jobs

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Client Representative Career Paths

Client Representative
Business Development Manager Marketing Director General Manager
Account Manager
5 Yearsyrs
Sales Specialist Account Manager Account Executive
Business Development Manager
9 Yearsyrs
Billing Specialist Office Administrator Human Resources Coordinator
Director Of Human Resources
10 Yearsyrs
Account Executive Regional Sales Manager
Director Of Sales
10 Yearsyrs
Account Manager Sales Manager General Manager
District Manager
7 Yearsyrs
Branch Manager General Manager Account Executive
District Sales Manager
7 Yearsyrs
Account Executive Sales Manager
General Manager
7 Yearsyrs
Sales Consultant Senior Sales Representative Account Executive
Office Manager
5 Yearsyrs
Sales Specialist Regional Sales Manager General Manager
Operations Director
9 Yearsyrs
Sales Consultant Territory Manager Account Manager
Operations Manager
7 Yearsyrs
Branch Manager Territory Manager Account Manager
Product Manager
7 Yearsyrs
Billing Specialist Specialist Project Manager
Program Manager
8 Yearsyrs
Business Development Manager Senior Account Manager Account Executive
Regional Sales Manager
9 Yearsyrs
Business Developer Real Estate Agent Account Manager
Relationship Manager
6 Yearsyrs
Business Developer Business Manager Territory Manager
Sales Account Manager
6 Yearsyrs
General Manager Sales Consultant Sales Manager
Sales And Marketing Manager
6 Yearsyrs
Account Manager Account Executive
Sales Manager
5 Yearsyrs
Specialist Account Manager
Senior Account Manager
7 Yearsyrs
Specialist Project Manager Program Manager
Senior Manager
10 Yearsyrs
General Manager Account Executive
Territory Manager
7 Yearsyrs
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Client Representative Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Mandarin

  • French

  • Chinese

  • Hindi

  • German

  • Portuguese

  • Arabic

  • Gujarati

  • Korean

  • Italian

  • Georgian

  • Dari

  • Russian

  • Thai

  • Carrier

  • Ningbo

  • Tagalog

  • Japanese

  • Hebrew

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Client Representative

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Client Representative Education

Client Representative

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Real Client Representative Salaries

Job Title Company Location Start Date Salary
Client Representative Aricent Us Inc. San Jose, CA Jun 20, 2016 $164,500
Client Representative-New Business Aricent Us Inc. San Jose, CA Jan 12, 2016 $154,000
Client Representative-Microsoft, Software Segment Aricent Us Inc. Bellevue, WA Jun 13, 2016 $132,000
Senior Client Representative IBM Corporation Chicago, IL Aug 01, 2013 $79,884 -
Territory Client Representative IBM Corporation New York, NY Oct 01, 2009 $77,548 -
Client Representative (Engineer) Arete, Inc. Pennington, NJ Jun 13, 2014 $66,477
Client Representative Marsh USA Inc. New York, NY May 16, 2016 $55,973 -
Client Representative (Engineer) Arete, Inc. Pennington, NJ Jun 13, 2011 $54,309
Client Representative Tennis Advisors, LLC Washington, DC Sep 17, 2011 $50,128
Client Representative Sports Media Advisors, LLC Washington, DC Sep 29, 2011 $50,128
Client Representative (Logistics) Cal Import Global Logistics Inc. Torrance, CA Jun 22, 2011 $49,920
Client Representative (Logistics) Cal Import Global Logistics Inc. Torrance, CA Jun 23, 2011 $49,920

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Top Skills for A Client Representative


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Top Client Representative Skills

  1. Customer Service
  2. Financial Institutions
  3. Client Relations
You can check out examples of real life uses of top skills on resumes here:
  • Provided customer service support for Citibank branches relating to electronic funds transfers.
  • Served as primary advocate for MERET customers to work with Receiving Depository Financial Institutions.
  • Promoted successful sales strategies through cohesive business client relationships.
  • Analyzed insurance coverage issues and contractual language in client contracts and advise client of compliance issues.
  • Authored 75 resource revisions resulting in improved efficiency and customer satisfaction.

Top Client Representative Employers

Client Representative Videos

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A Day in the Life of a Financial Advisor