What does a Client Representative do?
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:
- 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.
- Reconcile ATM and night drop transactions; balancing and filling the ATM on a weekly basis.
- Resolve issues, set payment expectations, arrange payments, and request information from patients and insurance.
- Investigate and troubleshoot problems with laboratory orders or specimens in a fast pace patient centered environment to expedite patient care.
- Provide quality services to patients, customers-families, referrers, payers, clinicians and staff via telephone and in-person correspondence.
- Create PowerPoint presentations for high-level clients.
- Examine injure persons and administer first aid or cardiopulmonary resuscitation, if necessary, using training and medical supplies and equipment.
- Follow all guidelines and regulations in reference to HIPAA.
- Ensure timely and accurate calculation of year-end shareholder reporting and 1099 data in compliance with IRS regulations.
- General bookkeeping using QuickBooks - invoices, accounts payable/receivable, online banking, monthly bank reconciliations, and expense reimbursements.
Client representative skills and personality traits
We calculated that 24% of Client Representatives are proficient in Customer Service, Phone Calls, and Client Accounts. 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, 24%
Performed excellent customer service by explaining policy coverage and negotiating between medical offices and clients primary insurer on a daily basis.
- Phone Calls, 7%
Answered client phone calls, handled day-to-day transactions and problem resolution, escalating items beyond specified authority to the assigned.
- Client Accounts, 6%
Review client accounts to determine account adjustments necessary to mitigate client attrition.
- Product Knowledge, 6%
Represented 20 % of total in house sales, established by excellent clientele relations and progressive approaches to product knowledge.
- Customer Satisfaction, 6%
Performed research including quarterly business reviews, customer satisfaction reports, backlog management and aging reports, and client purchase analysis.
- Problem Resolution, 5%
Assisted with problem resolution when needed on time sensitive escalations from Executive Customer Relations Offices.
Common skills that a client representative uses to do their job include "customer service," "phone calls," and "client accounts." You can find details on the most important client representative responsibilities below.
Communication skills. The most essential soft skill for a client representative to carry out their responsibilities is communication skills. This skill is important for the role because "customer service representatives must be able to provide clear information in writing, by phone, or in person." Additionally, a client representative resume shows how their duties depend on communication skills: "acquired skills: problem solving; oral communication; data entry; multitasking; precision"
Customer-service skills. client representatives are also known for customer-service skills, which are critical to their duties. You can see how this skill relates to client representative responsibilities, because "representatives help companies retain customers by professionally answering questions and helping to resolve complaints." A client representative resume example shows how customer-service skills is used in the workplace: "provided high-end customer support for document delivery via telephone and email. "
Interpersonal skills. For certain client representative responsibilities to be completed, the job requires competence in "interpersonal skills." The day-to-day duties of a client representative rely on this skill, as "representatives should be able to create positive interactions with customers." For example, this snippet was taken directly from a resume about how this skill applies to what client representatives do: "leverage strong interpersonal skills and product knowledge to execute daily email service request from various clients. "
Listening skills. Another common skill required for client representative responsibilities is "listening skills." This skill comes up in the duties of client representatives all the time, as "representatives must listen carefully to ensure that they understand customers in order to assist them." An excerpt from a real client representative resume shows how this skill is central to what a client representative does: "provide a superior customer service experience; resolving customer concerns while demonstrating empathy and active listening. "
Patience. Another skill commonly found on client representative job descriptions is "patience." It can come up quite often in client representative duties, since "representatives should be patient and polite, especially when interacting with dissatisfied customers." Here's an example from a resume of how this skill fits into day-to-day client representative responsibilities: "resolve all customer issues, demonstrating patience and courtesy in any circumstances. "
The three companies that hire the most client representatives are:
- Canon66 client representatives jobs
- BNY Mellon45 client representatives jobs
- First Merchants34 client representatives jobs
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Compare different client representatives
Client representative vs. Associate customer service representative
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.
There are some key differences in the responsibilities of each position. For example, client representative responsibilities require skills like "phone calls," "client accounts," "external clients," and "data entry." Meanwhile a typical associate customer service representative has skills in areas such as "patients," "sales floor," "customer calls," and "telephone calls." This difference in skills reveals the differences in what each career does.
Associate customer service representatives earn the highest salaries when working in the finance industry, with an average yearly salary of $37,473. On the other hand, client representatives are paid more in the technology industry with an average salary of $48,306.associate customer service representatives tend to reach similar levels of education than client representatives. In fact, associate customer service representatives are 3.9% less likely to graduate with a Master's Degree and 0.6% less likely to have a Doctoral Degree.Client representative vs. 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.
In addition to the difference in salary, there are some other key differences worth noting. For example, client representative responsibilities are more likely to require skills like "customer service," "phone calls," "external clients," and "client inquiries." Meanwhile, an account services representative has duties that require skills in areas such as "work ethic," "account services," "patients," and "quality customer service." 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 automotive industry with an average salary of $36,248. On the other hand, client representatives receive higher pay in the technology industry, where they earn an average salary of $48,306.account services representatives earn similar levels of education than client representatives in general. They're 2.7% less likely to graduate with a Master's Degree and 0.6% less likely to earn a Doctoral Degree.Client representative vs. 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. 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.
Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from client representative resumes include skills like "customer service," "phone calls," "client accounts," and "external clients," whereas a customer support representative is more likely to list skills in "windows," "work ethic," "inbound phone calls," and "customer interaction. "
Customer support representatives earn the best pay in the finance industry, where they command an average salary of $38,928. Client representatives earn the highest pay from the technology industry, with an average salary of $48,306.customer support representatives typically earn similar educational levels compared to client representatives. Specifically, they're 2.9% less likely to graduate with a Master's Degree, and 0.5% less likely to earn a Doctoral Degree.Client representative vs. 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.
Types of client representative
Updated January 8, 2025
