How to hire a client representative

How to hire a client representative, step by step

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

What does a client representative do?

Post a client representative job for free, promote it for a fee

Post free

1. Identify your hiring needs

   The client representative hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

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

   Yes

   No

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

   Here's a comparison of client representative salaries for various roles:

   Type of Client Representative	Description	Hourly rate
   Client Representative	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$13-28
   Account Services Representative	An account services representative is responsible for responding to the customers' inquiries and concerns regarding their financial accounts and statements. Account services representatives also offer new products and services from the financial institution, handling customers' complaints, assist in developing marketing strategies and promotional offers, and identify business opportunities to generate more revenues and attract potential clients... Show more	$12-19
   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:

   • Customer Service
   • Phone Calls
   • Client Accounts
   • Product Knowledge
   • Customer Satisfaction
   • Problem Resolution
   • Customer Inquiries
   • External Clients
   • Data Entry
   • Client Inquiries
   • Client Satisfaction
   • Bank Products
   • CRM
   • Reconciliations

   Check all skills

   Responsibilities:

   • Experience in managing pipeline, progressing opportunity through sales stages & using CRM tools to reflect pipeline accurately.
   • Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
   • Utilize research tools and CRM package to sustain consistent pipeline of prospective clients.
   • Present program via Microsoft PowerPoint to potential clients and attend conventions for prospective clients.
   • Complete daily teller routine such as night drop, servicing the ATM and transactions.
   • Train, troubleshoot, and interact with clients using financial software in trust departments.

   More client representative duties

3. Make a budget

   Including a salary range in your client representative job description is a great way to entice the best and brightest candidates. A client representative salary can vary based on several factors:

   • Location. For example, client representatives' average salary in arkansas is 48% less than in new york.
   • Seniority. Entry-level client representatives earn 53% less than senior-level client representatives.
   • Certifications. A client representative with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a client representative's salary.

   Average client representative salary

   $41,785yearly

   $20.09 hourly rate

   ---

   Entry-level client representative salary

   $28,000 yearly salary

   Updated December 18, 2025

   Average client representative salary by state

   Rank	State	Avg. salary	Hourly rate
   1	New York	$65,544	$32
   2	District of Columbia	$61,081	$29
   3	Maryland	$58,399	$28
   4	California	$57,826	$28
   5	Massachusetts	$55,168	$27
   6	Pennsylvania	$53,207	$26
   7	Illinois	$49,661	$24
   8	Washington	$49,511	$24
   9	Indiana	$49,418	$24
   10	Virginia	$49,091	$24
   11	Texas	$46,739	$22
   12	North Carolina	$46,551	$22
   13	Ohio	$46,188	$22
   14	Nevada	$45,233	$22
   15	Oregon	$44,903	$22
   16	Arizona	$44,477	$21
   17	Nebraska	$42,322	$20
   18	Tennessee	$41,396	$20
   19	Colorado	$41,279	$20
   20	Missouri	$40,794	$20

   Average client representative salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	IBM	$85,763	$41.23	29
   2	BNY Mellon	$67,030	$32.23	125
   3	Aricent	$63,111	$30.34
   4	Morgan Stanley	$61,998	$29.81	224
   5	Thomson Reuters	$61,178	$29.41	4
   6	Promega	$57,793	$27.79
   7	New York Life Insurance	$57,223	$27.51	17
   8	CBIZ	$56,722	$27.27	13
   9	Mood Media	$54,192	$26.05
   10	EPIC Insurance Brokers & Consultants	$53,237	$25.59	12
   11	Voya Financial	$50,982	$24.51	16
   12	University of California-Berkeley	$50,912	$24.48
   13	Fidelity Investments	$50,089	$24.08	123
   14	Mariani Landscape	$49,029	$23.57	1
   15	Aqueduct Technologies	$48,936	$23.53
   16	T. Rowe Price	$48,240	$23.19	16
   17	Principal Financial Group	$48,186	$23.17	5
   18	Amware Fulfillment	$46,529	$22.37
   19	NFP Ventures	$45,873	$22.05	31
   20	Informa Plc	$45,771	$22.01	1

4. Writing a client representative job description

   A client representative job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a client representative job description:

   Client representative job description example

   • Bachelor’s degree preferred.
   • Teaching experience preferred.
   • Additional Preparation: Knowledgeable in Orton-Gillingham and LETRS reading strategies.
   • Experience: 2+ years of consultative educational sales experience w/ professional development sales background. Must be self-directive and pro-active.
   • Travel: Limited travel, conference attendance expected.
   • Ability to develop close professional relationships with clients that include collaboration at industry conferences, trade shows and professional development settings.
   • Strong self-starter capabilities to independently achieve goals and objectives.
   • Be able to demonstrate an ability to work collaboratively.
   • Excellent communication skills (written and verbal).

   We are seeking candidates that have a passion for improving reading success levels and have an aptitude for working under pressure and meeting deadlines.

   You must demonstrate that you understand the full sales life-cycle including lead generation follow-up, contact, presentation, relationship building, negotiating, proposal writing, closing and account management.

   We require that you have a track record of consistently growing clients in the marketplace.

   A strong knowledge and proficiency in Microsoft Office and Google applications including: Microsoft Word, Excel, Outlook, Sheets, Docs and ZohoCRM required. Familiarity with case tracking and customer relationship management software.

   Responsibilities

   Effectively communicate key product features and benefits to prospective customers virtually.

   Develop a keen understanding of customer needs and values in order to provide personalized assistance throughout the sales process. Ability to work with customers at all levels of technical expertise and provide support accordingly.

   Meet sales goals on a consistent basis. As a Client Representative- Inside Sales person, you will report to the Senior management and be the primary driver for developing, demonstrating, and closing new business opportunities within the K-12 market segment. All of this work is done virtually with the exception of your involvement with a conference our company sponsors or attends. You will be expected to work with our tele-marketing company to develop leads to cultivate into a sale.

   Powered by JazzHR

   8UndYlq83Z

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right client representative for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your client representative job on Zippia to find and recruit client representative candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with client representative candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of 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 representative

   Once you've decided on a perfect client representative candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   After that, you can create an onboarding schedule for a new client 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.)

   Sign up to download full list

   Sign up

How much does it cost to hire a client representative?