Client services professional vs client representative

The differences between client services professionals and client representatives can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-12 months to become both a client services professional and a client representative. Additionally, a client services professional has an average salary of $93,604, which is higher than the $41,785 average annual salary of a client representative.

The top three skills for a client services professional include client service, inbound calls and client issues. The most important skills for a client representative are customer service, phone calls, and client accounts.

Client services professional vs client representative overview

	Client Services Professional	Client Representative
Yearly salary	$93,604	$41,785
Hourly rate	$45.00	$20.09
Growth rate	-4%	-4%
Number of jobs	120,316	238,735
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 41%	Bachelor's Degree, 61%
Average age	40	40
Years of experience	12	12

What does a client services professional do?

A client service professional is in charge of helping companies build positive relationships with clients. Their responsibilities typically involve performing research and analysis to determine market trends and ideal practices, finding new business and client opportunities, developing service plans and strategies, reaching out to clients to identify and meet their needs, and providing assistance as needed, ensuring efficiency and client satisfaction. Moreover, a client service professional must maintain an active communication line with staff, helping them provide optimal services to clients.

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 services professional vs client representative salary

Client services professionals and client representatives have different pay scales, as shown below.

	Client Services Professional	Client Representative
Average salary	$93,604	$41,785
Salary range	Between $51,000 And $169,000	Between $28,000 And $60,000
Highest paying City	-	New York, NY
Highest paying state	-	New York
Best paying company	-	IBM
Best paying industry	-	Technology

Differences between client services professional and client representative education

There are a few differences between a client services professional and a client representative in terms of educational background:

	Client Services Professional	Client Representative
Most common degree	Bachelor's Degree, 41%	Bachelor's Degree, 61%
Most common major	Business	Business
Most common college	-	-

Client services professional vs client representative demographics

Here are the differences between client services professionals' and client representatives' demographics:

	Client Services Professional	Client Representative
Average age	40	40
Gender ratio	Male, 18.9% Female, 81.1%	Male, 40.6% Female, 59.4%
Race ratio	Black or African American, 11.8% Unknown, 5.2% Hispanic or Latino, 21.9% Asian, 6.3% White, 54.1% American Indian and Alaska Native, 0.7%	Black or African American, 11.2% Unknown, 5.3% Hispanic or Latino, 21.2% Asian, 7.6% White, 54.0% American Indian and Alaska Native, 0.7%
LGBT Percentage	7%	7%

Differences between client services professional and client representative duties and responsibilities

Client services professional example responsibilities.

Manage and maintain client information in CRM and create monthly shipping reports.
Utilize a CRM to manage current clients and schedule all planning activities.
Schedule client appointments with tax professionals on a variety of POS systems to manage the flow of daily operation.
Lead the development of intellectual property (IP) and internal/external processes and relationships in order to deliver ITIL offering.
Create job aids for customer service profession (CSP) when assisting high profile clients.
Assist clients with check-in, scheduling and payment processes.

Client representative example 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.

Client services professional vs client representative skills

Common client services professional skills

Client Service, 12%
Inbound Calls, 10%
Client Issues, 8%
Appointment Scheduling, 5%
CSP, 5%
Telephone Calls, 5%

Common client representative skills

Customer Service, 24%
Phone Calls, 7%
Client Accounts, 6%
Product Knowledge, 6%
Customer Satisfaction, 6%
Problem Resolution, 5%

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Office and Administrative Industry
Client Services Professional
Client Services Professional vs Client Representative

Updated January 8, 2025

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