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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

Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.

Duties

Customer service representatives typically do the following:

  • Listen to customers’ questions and concerns, and provide answers or responses
  • Provide information about products and services
  • Take orders, calculate charges, and process billing or payments
  • Review or make changes to customer accounts
  • Handle returns or complaints
  • Record details of customer contacts and actions taken
  • Refer customers to supervisors or more experienced employees

Customer service representatives answer questions or requests from customers or the public. They typically provide services by phone, but some also interact with customers face to face, by email, or live chat.

The specific duties of customer service representatives vary by industry. For example, representatives who work in banks may answer customers’ questions about their accounts. Representatives who work for utility and communication companies may help customers with service problems, such as outages. Those who work in retail stores often handle returns, process refunds, and help customers locate items. Some representatives make changes to customers’ accounts, such as updating addresses or canceling orders. Although selling is not their main job, some representatives may help generate sales while providing information about a product or service.

Customer service representatives typically use a telephone, computer, and other office equipment. For example, representatives who work in call centers answer phone calls and use computers to review and select standard responses from a list of options. Those employed in retail stores use registers to process returns or orders.

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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.

Education

Customer service representatives typically need a high school diploma.

Training

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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Do you work as a Client Representative?

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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Help others decide if this is a good career for them

Average Length of Employment
Client Associate 2.8 years
Client Liaison 2.6 years
Client Specialist 2.3 years
Representative 2.1 years
Top Employers Before
Internship 6.1%
Teller 4.8%
Cashier 3.5%
Supervisor 3.4%
Top Employers After
Consultant 4.6%
Manager 4.1%
Specialist 3.4%
Owner 2.8%
Teller 2.6%

Do you work as a Client Representative?

Client Representative Demographics

Gender

Female

57.0%

Male

40.4%

Unknown

2.6%
Ethnicity

White

60.9%

Hispanic or Latino

16.5%

Black or African American

11.7%

Asian

7.6%

Unknown

3.3%
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Languages Spoken

Spanish

52.9%

French

5.9%

Mandarin

5.9%

Chinese

4.9%

Hindi

4.9%

Portuguese

3.9%

German

3.9%

Arabic

2.9%

Gujarati

2.0%

Korean

2.0%

Italian

2.0%

Russian

1.0%

Georgian

1.0%

Hebrew

1.0%

Japanese

1.0%

Tongan

1.0%

Urdu

1.0%

Dari

1.0%

Carrier

1.0%

Tagalog

1.0%
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Client Representative Education

Schools

University of Phoenix

21.9%

Georgia State University

7.8%

American InterContinental University

6.3%

University of North Texas

5.2%

University of North Carolina at Greensboro

4.7%

University of Iowa

4.2%

University of Wisconsin - Milwaukee

4.2%

Kennesaw State University

4.2%

Strayer University

4.2%

New York University

3.6%

Michigan State University

3.6%

Ashford University

3.6%

Middle Tennessee State University

3.6%

Arizona State University

3.6%

Liberty University

3.6%

Villanova University

3.1%

Tennessee State University

3.1%

Kaplan University

3.1%

Houston Community College

3.1%

University of Texas at Austin

3.1%
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Majors

Business

33.4%

Marketing

6.3%

Communication

6.0%

Psychology

6.0%

Accounting

5.5%

Finance

5.3%

Management

4.8%

Criminal Justice

4.3%

Health Care Administration

3.9%

Education

2.8%

General Studies

2.7%

Liberal Arts

2.5%

Public Relations

2.5%

Law

2.4%

Computer Science

2.3%

English

2.0%

Human Resources Management

2.0%

Computer Information Systems

2.0%

Project Management

1.8%

Sociology

1.8%
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Degrees

Bachelors

43.1%

Other

24.0%

Masters

15.3%

Associate

10.1%

Certificate

4.3%

Doctorate

1.6%

Diploma

1.4%

License

0.3%
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Job type you want
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Part Time
Internship
Temporary

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 -
$158,580
Territory Client Representative IBM Corporation New York, NY Oct 01, 2009 $77,548 -
$101,000
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 -
$75,000
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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  1. Customer Service
  2. New Clients
  3. Financial Services
You can check out examples of real life uses of top skills on resumes here:
  • Performed diverse customer service and trading functions for brokerage customers, ensured accurate customer account procedures/management and secure trades.
  • Located new clients and contracting new facilities while providing exceptional customer service and solid customer relationships.
  • Personalized banking, investment planning and other related financial services.
  • Answered client phone calls, handled day-to-day transactions and problem resolution, escalating items beyond specified authority to the assigned.
  • Suggested innovative methods to streamline processes, decrease business-operating expenses, and increase customer satisfaction for internal and external clients.

How Would You Rate Working As a Client Representative?

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Top Client Representative Employers

Jobs From Top Client Representative Employers

Client Representative Videos

A Day in the Life: Call Center Agent

A Day in the Life of a Financial Advisor

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