Client Representatives are professionals who work on behalf of their clients. They coordinate with external parties with which their clients are involved. They represent their clients during meetings and appointments when their clients are not available. Client Representatives should have a background related to the business that their clients are involved in. This would help them catch up with conversations. They are expected to act as if they are the client themselves. They must act within the client's best interest at all times. As such, they should be familiar with their clients' interests and needs.

Client Representative Responsibilities

Here are examples of responsibilities from real client representative resumes representing typical tasks they are likely to perform in their roles.

  • Experience in managing pipeline, progressing opportunity through sales stages & using CRM tools to reflect pipeline accurately.
  • Manage: post cards about 30-50 per day to clients - manage daily medical billing for Medicare and Medicaid patients.
  • Identify internal procedures that adversely affect customer satisfaction and work with internal areas to build consensus and to accomplish improvements.
  • 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.
  • Reconcile ATM and night drop transactions; balancing and filling the ATM on a weekly basis.
  • Investigate and troubleshoot problems with laboratory orders or specimens in a fast pace patient centered environment to expedite patient care.
  • Create PowerPoint presentations for high-level clients.
Client Representative Traits
Communication skills shows that you are able to relay your thoughts, opinions and ideas clearly to those around you.
Computer skills involves understanding how to operate a computer, as well as computer programs and applications.
Customer-service skills involve listening skills that allow you to communicate efficiently and respectfully with a customer.

Client Representative Job Description

Perhaps the hardest question to answer when deciding on a career as a client representative is "should I become a client representative?" You might find this info to be helpful. When compared to other jobs, client representative careers are projected to have a growth rate described as "decline" at -2% from 2018 through 2028. This is in accordance with the Bureau of Labor Statistics. What's more, is that the projected number of opportunities that are predicted to become available for a client representative by 2028 is -51,600.

A client representative annual salary averages $48,438, which breaks down to $23.29 an hour. However, client representatives can earn anywhere from upwards of $28,000 to $81,000 a year. This means that the top-earning client representatives make $53,000 more than the lowest-earning ones.

As is the case with most jobs, it takes work to become a client representative. Sometimes people change their minds about their career after working in the profession. That's why we looked into some other professions that might help you find your next opportunity. These professions include an associate customer service representative, account services representative, customer support representative, and customer service representative.

Client Representative Jobs You Might Like

Client Representative Resume Examples

Client Representative Skills and Personality Traits

We calculated that 26% of Client Representatives are proficient in Customer Service, Communication, and Client Service. They’re also known for soft skills such as Communication skills, Computer skills, and Customer-service skills.

We break down the percentage of Client Representatives that have these skills listed on their resume here:

  • Customer Service, 26%

    Performed excellent customer service by explaining policy coverage and negotiating between medical offices and clients primary insurer on a daily basis.

  • Communication, 11%

    Managed over 150 client calls daily for the communication services department * Recognized by company for consistent leadership and resolving customer complaints

  • Client Service, 8%

    Documented departmental procedures as well as training of new Client Service Representatives.

  • Phone Calls, 5%

    Answered client phone calls, handled day-to-day transactions and problem resolution, escalating items beyond specified authority to the assigned.

  • Product Knowledge, 4%

    Represented 20 % of total in house sales, established by excellent clientele relations and progressive approaches to product knowledge.

  • High Volume, 4%

    Developed and maintained business relationships with high volume mortgage brokers.

Some of the skills we found on client representative resumes included "customer service," "communication," and "client service." We have detailed the most important client representative responsibilities below.

  • The most important skills for a client representative to have in this position are communication skills. In this excerpt that we gathered from a client representative resume, you'll understand why: "customer service representatives must be able to provide clear information in writing, by phone, or in person." According to resumes we found, communication skills can be used by a client representative in order to "work independently on high complex issues; provide communications to clients updating them on research efforts and resolutions. "
  • Another trait important for fulfilling client representative duties is computer skills. According to a client representative resume, "customer service representatives must be adept at using computers.  ." Here's an example of how client representatives are able to utilize computer skills: "perform data entry on a computer during phone conversations. "
  • Customer-service skills is also an important skill for client representatives to have. This example of how client representatives use this skill comes from a client representative resume, "representatives help companies retain customers by professionally answering questions and helping to resolve complaints." Read this excerpt from a resume to understand how vital it is to their everyday roles and responsibilities, "answer a high volume of incoming calls from customers to schedule appointments. "
  • In order for certain client representative responsibilities to be completed, the job requires the skill "interpersonal skills." According to a client representative resume, "representatives should be able to create positive interactions with customers." As an example, this snippet was taken directly from a resume about how this skill applies: "leverage strong interpersonal skills and product knowledge to execute daily email service request from various clients. "
  • As part of the client representative description, you might find that one of the skills that might be helpful to the job is "listening skills." A client representative resume included this snippet: "representatives must listen carefully to ensure that they understand customers in order to assist them." This skill could be useful in this scenario: "communicated and assisted clients with complex issues until appropriate resolution was obtained. "
  • While "patience" is listed last on this skills list, don't underestimate its importance to client representative responsibilities. The skill is described by this resume snippet, "representatives should be patient and polite, especially when interacting with dissatisfied customers." Here is an example of how this skill is used, "obtained medical records and patient's reports to file in patience chart using adobe and orto pad software. "
  • See the full list of client representative skills.

    Before becoming a client representative, 60.8% earned their bachelor's degree. When it comes down to graduating with a master's degree, 6.8% client representatives went for the extra education. If you're wanting to pursue this career, it may be possible to be successful with a high school degree. In fact, most client representatives have a college degree. But about one out of every seven client representatives didn't attend college at all.

    Those client representatives who do attend college, typically earn either a business degree or a communication degree. Less commonly earned degrees for client representatives include a accounting degree or a finance degree.

    Once you've obtained the level of education you're comfortable with, you might start applying to companies to become a client representative. We've found that most client representative resumes include experience from Fidelity Investments, First Merchants, and The Bank of New York Mellon. Of recent, Fidelity Investments had 30 positions open for client representatives. Meanwhile, there are 29 job openings at First Merchants and 17 at The Bank of New York Mellon.

    If you're interested in companies where client representatives make the most money, you'll want to apply for positions at VMware, Fidelity Investments, and Brown Brothers Harriman & Co. We found that at VMware, the average client representative salary is $101,500. Whereas at Fidelity Investments, client representatives earn roughly $97,242. And at Brown Brothers Harriman & Co., they make an average salary of $96,752.

    View more details on client representative salaries across the United States.

    If you earned a degree from the top 100 educational institutions in the United States, you might want to take a look at Church Of Jesus Christ Lds, Fidelity Investments, and Bank of America. These three companies have hired a significant number of client representatives from these institutions.

    For the most part, client representatives make their living in the finance and professional industries. Client representatives tend to make the most in the technology industry with an average salary of $72,387. The client representative annual salary in the insurance and finance industries generally make $66,147 and $62,048 respectively. Additionally, client representatives who work in the technology industry make 47.2% more than client representatives in the agriculture Industry.

    The three companies that hire the most prestigious client representatives are:

      What Associate Customer Service Representatives Do

      An associate customer service representative is responsible for providing high customer service by assisting customers on their inquiries and concerns, as well as resolving and escalating high-level complaints to the supervisor or tenured customer service representative. Associate customer service representatives also process orders and payments from the customers, replacing defective items, and issuing refunds as needed. They must have excellent communication and organizational skills, especially on handling data processing procedures to the database for reference to customer concerns.

      In this section, we compare the average client representative annual salary with that of an associate customer service representative. Typically, associate customer service representatives earn a $19,174 lower salary than client representatives earn annually.

      While the salaries between these two careers can be different, they do share some of the same responsibilities. Employees in both client representatives and associate customer service representatives positions are skilled in customer service, communication, and product knowledge.

      There are some key differences in responsibilities as well. For example, a client representative responsibilities require skills like "client service," "phone calls," "business partners," and "external clients." Meanwhile a typical associate customer service representative has skills in areas such as "new merchandise," "sales floor," "internet," and "telephone calls." This difference in skills reveals how truly different these two careers really are.

      Associate customer service representatives receive the highest salaries in the insurance industry coming in with an average yearly salary of $39,782. But client representatives are paid more in the technology industry with an average salary of $72,387.

      Associate customer service representatives tend to reach lower levels of education than client representatives. In fact, associate customer service representatives are 10.0% less likely to graduate with a Master's Degree and 1.4% less likely to have a Doctoral Degree.

      What Are The Duties Of an 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. An account services representative must have excellent communication and customer service skills, processing their financial transactions, and resolve billing discrepancies.

      Next up, we have the account services representative profession to look over. This career brings along a lower average salary when compared to a client representative annual salary. In fact, account services representatives salary difference is $16,416 lower than the salary of client representatives per year.

      While the salary may be different for these job positions, there is one similarity and that's a few of the skills needed to perform certain duties. We used info from lots of resumes to find that both client representatives and account services representatives are known to have skills such as "customer service," "communication," and "client service. "

      In addition to the difference in salary, there are some other key differences that are worth noting. For example, client representative responsibilities are more likely to require skills like "phone calls," "business partners," "external clients," and "client inquiries." Meanwhile, a account services representative might be skilled in areas such as "account services," "troubleshoot," "credit card," and "company products." These differences highlight just how different the day-to-day in each role looks.

      Account services representatives may earn a lower salary than client representatives, but account services representatives earn the most pay in the media industry with an average salary of $55,294. On the other side of things, client representatives receive higher paychecks in the technology industry where they earn an average of $72,387.

      On the topic of education, account services representatives earn similar levels of education than client representatives. In general, they're 4.5% less likely to graduate with a Master's Degree and 1.4% less likely to earn a Doctoral Degree.

      How a Customer Support Representative Compares

      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. Most of the time, a customer support representative has a certain quota to reach and works under a manager's supervision. Furthermore, it is essential to keep accurate records and report to managers or supervisors should there be any problems.

      The third profession we take a look at is customer support representative. On an average scale, these workers bring in lower salaries than client representatives. In fact, they make a $17,030 lower salary per year.

      By looking over several client representatives and customer support representatives resumes, we found that both roles utilize similar skills, such as "customer service," "communication," and "product knowledge." But beyond that the careers look very different.

      Some important key differences between the two careers are a few of the skills necessary to fulfill responsibilities. Some examples from client representative resumes include skills like "client service," "phone calls," "business partners," and "new clients," whereas a customer support representative might be skilled in "windows," "external customers," "customer interaction," and "email. "

      Interestingly enough, customer support representatives earn the most pay in the manufacturing industry, where they command an average salary of $40,204. As mentioned previously, client representatives highest annual salary comes from the technology industry with an average salary of $72,387.

      Customer support representatives are known to earn lower educational levels when compared to client representatives. Additionally, they're 7.0% less likely to graduate with a Master's Degree, and 1.2% less likely to earn a Doctoral Degree.

      Description Of a Customer Service Representative

      Customer service representatives are the first point of contact of the customers, acting as the frontiers of the company and help in driving customer loyalty and retention by leaving a great impression and resolving all of their concerns. They accommodate customer queries by providing useful and comprehensive information about any products or services. Some would use that as an opportunity to market and promote more sales. The most challenging issues they use to handle are customer complaints and processing of refunds and returns. They also assist in basic troubleshooting or accounts and payment setup with the use of specific guidelines or step by step procedures. At most, they help and solve customer issues on their own, but sometimes they would need support from supervisors or other departments.

      The fourth career we look at typically earns lower pay than client representatives. On average, customer service representatives earn a difference of $19,096 lower per year.

      According to resumes from both client representatives and customer service representatives, some of the skills necessary to complete the responsibilities of each role are similar. These skills include "customer service," "communication," and "product knowledge. "

      Each job requires different skills like "client service," "phone calls," "high volume," and "business partners," which might show up on a client representative resume. Whereas customer service representative might include skills like "pos," "sales floor," "customer information," and "customers needs."

      Now, let's take a closer look at the financials in each career. The retail industry tends to pay more for customer service representatives with an average of $34,852. While the highest client representative annual salary comes from the technology industry.

      The average resume of customer service representatives showed that they earn lower levels of education to client representatives. So much so that the likelihood of them earning a Master's Degree is 10.5% less. Additionally, they're less likely to earn a Doctoral Degree by 1.3%.