Automatically apply for jobs with Zippia

Upload your resume to get started.

Client representative skills for your resume and career

Updated January 8, 2025

5 min read

Quoted expert

Jacqueline Babb

Below we've compiled a list of the most critical client representative skills. We ranked the top skills for client representatives based on the percentage of resumes they appeared on. For example, 24.0% of client representative resumes contained customer service as a skill. Continue reading to find out what skills a client representative needs to be successful in the workplace.

15 client representative skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how client representatives use customer service:

Performed excellent customer service by explaining policy coverage and negotiating between medical offices and clients primary insurer on a daily basis.
Manage presidential customer service complaint area resolving customer complaints performing clerical work in support of accounting, budget, auditing.

2. Phone Calls

Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.

Here's how client representatives use phone calls:

Answered client phone calls, handled day-to-day transactions and problem resolution, escalating items beyond specified authority to the assigned.
Prepared written and oral reports, provided feedback from office visits, telephone calls, and other related matters.

3. Client Accounts

Here's how client representatives use client accounts:

Review client accounts to determine account adjustments necessary to mitigate client attrition.
Managed client accounts and property risk management including insurance policies for property.

4. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how client representatives use product knowledge:

Represented 20 % of total in house sales, established by excellent clientele relations and progressive approaches to product knowledge.
Gained in-depth product knowledge across the industry in order to better demonstrate the value of our brand.

5. Customer Satisfaction

Here's how client representatives use customer satisfaction:

Performed research including quarterly business reviews, customer satisfaction reports, backlog management and aging reports, and client purchase analysis.
Suggested innovative methods to streamline processes, decrease business-operating expenses, and increase customer satisfaction for internal and external clients.

6. Problem Resolution

A problem resolution refers to how a person identifies the problem, determining its cause, creating a reasonable solution, and implementing a conclusion. With the help of a client specialist, it is easier to handle such a situation. Problem resolution plays a vital role in helping resolve problems efficiently and effectively.

Here's how client representatives use problem resolution:

Assisted with problem resolution when needed on time sensitive escalations from Executive Customer Relations Offices.
Engaged appropriate IBM departments for successful problem resolution.

Choose from 10+ customizable client representative resume templates

Build a professional client representative resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your client representative resume.

7. Customer Inquiries

Here's how client representatives use customer inquiries:

Investigated and resolved customer inquiries and complaints in an empathetic and timely manner.
Educated customers on services offered and provide explanations for any customer inquiries.

8. External Clients

External clients directly relate with a company or business, however only through the purchase of products and services.

Here's how client representatives use external clients:

Perform administrative duties as needed for internal and external clients.
Compiled data to generate reports for internal and external clients.

9. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how client representatives use data entry:

Assisted in the hiring of qualified appraisal companies and contracted appraisers along with data entry during the appraisal process.
Processed and tracked data entry transactions in accordance with the Benefits Administration Unit.

10. Client Inquiries

Here's how client representatives use client inquiries:

Resolved client inquiries and complaints, which included check requests, transfers between accounts and market and trading questions.
Responded urgently to all client inquiries to ensure a timely response resulting in excellent account retention.

11. Client Satisfaction

Here's how client representatives use client satisfaction:

Expedite daily administrative tasks within departmental operation, including document preparation, quality assurance and client satisfaction.
Work closely with numerous internal departments to ensure client satisfaction.

12. Bank Products

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Here's how client representatives use bank products:

Maintained knowledge of bank products including all types of deposit accounts, safe deposit box, IRA, and business banking.
Promoted investment opportunities, bank products and financial services to clients.

13. CRM

CRM stands for Customer relationship management and it is a complete process through which a business or organization monitors and administers its interactions with the customers. A process in which large amounts of data are collected through marketing via a company's website, polls, surveys, and other social media applications. The basic goal of CRM is to target the right audience for their product, and then fulfill their needs, to increase the sales and revenue of the company.

Here's how client representatives use crm:

Conduct cold calls to prospective clients * Track daily activity in homegrown CRM System * Consult clients on provided services and solutions
Experienced in managing pipeline, progressing opportunity through sales stages & using CRM tools to reflect pipeline accurately.

14. Reconciliations

Here's how client representatives use reconciliations:

Developed several excel spreadsheets currently in use for monthly reconciliations, and ease in cross referencing.
Reviewed daily bank reconciliations and ensured that check received matches using cactus and oracle financials.

15. Client Service

Here's how client representatives use client service:

Documented departmental procedures as well as training of new Client Service Representatives.
Recognized with National Quality Review awards for providing highest-quality client service.

5 Client Representative resume examples

Build a professional client representative resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 5+ resume templates to create your client representative resume.

Create my resume

Build a professional resume in minutes using this template.

What skills help Client Representatives find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What technical skills for a client representative stand out to employers?

Jacqueline Babb

Assistant Professor of Digital Marketing, Director of Graduate Studies, Aurora University

Technical skills paired with strong communication, flexibility in thought, diversity, and creative problem solving are a winning combination for job candidates. Candidates with a strong acumen in data analysis and storytelling are marketable right now.

Do you want to know more?

List of client representative skills to add to your resume

The most important skills for a client representative resume and required skills for a client representative to have include:

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
Client Service
Excellent Organizational

Customer Support
Client Relationships
Client Facing
Technical Support
Client Proposals
Outbound Calls
Securities
Account Management
PowerPoint
Call Handling
Commercial Banking
Client Issues
Computer System
Inbound Calls
Customer Accounts
Client Expectations

Customer Issues
HIPAA
Customer Complaints
QC
Patient Accounts
Medicaid
Billing Issues
Account Maintenance
Cold Calls
Marsh
Comprehensive Knowledge
Conference Calls
API
Insurance Carriers

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

Browse office and administrative jobs