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Become A Client Support Representative

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Working As A Client Support Representative

  • Getting Information
  • Interacting With Computers
  • Communicating with Persons Outside Organization
  • Communicating with Supervisors, Peers, or Subordinates
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $31,720

    Average Salary

What Does A Client Support Representative Do At Concur

* Provides quality first tier support, including assistance with service features, reports, and payment inquiries.
* Document appropriate details of inquiry, notifies customers according to notification schedules and takes timely action including follow-up calls on cases as necessary and escalating appropriately as determined by call flow processes.
* Utilizes tools and systems proficiently to document activity and effectively troubleshoot and resolve issues.
* Provides additional duties as deemed necessary to achieve and produce a high quality support solution
* Be aware of, and comply with, all corporate policies

What Does A Client Support Representative Do At Broadridge Financial Solutions

* Accepts Inbound/makes outbound calls and provides email support for all products.
* Answering customer queries in a timely manner
* Provides product-specific education, including how it works, how to make modifications, compliance procedures, and broker-dealer-specific policies and procedures.
* Reviews previous and researches previous and current account activity to resolve issues or answer questions, Entering issues for Development to further investigate
* Logs all customer communication in the approved relationship management tool.
* Keeps abreast of, and follows-up contact activity by phone and email on a timely basis.
* Opens and closes support issues as required.
* You will identify process improvements
* Provides formal product training using the Webcast medium

What Does A Client Support Representative Do At Fiserv

* The ability to provide quality responses and alternative solutions for client requests/issues.
* Act as liaison with internal groups to facilitate resolution of client requests.
* Write informational documentation to track new processes or procedures as needed.
* Alert appropriate client support groups and management team of client or time-sensitive issues.
* Continually learn and apply your knowledge of financial products, functions and processes.
* Manage and maintain a successful resolution on all client requests.
* Act as a point of escalation for issues requiring immediate attention in order for clients to continue their daily business objectives.
* Provide support documents for testing and installing programming changes from simple client configurations to changes that will be installed across all client-base.
* Evaluate and document client business requirements, produce support and test documents for development escalations.
* Leverage existing Client Operation Support platforms and procedures as directed.
* Stay informed of industry and company standards and initiatives.
* The above statements are intended only to describe the general nature of the job, and should not be construed as an all-inclusive list of position responsibilities

What Does A Client Support Representative Do At CVS Health

* Managing complaints, suggestions and comments in queue.
* Receiving and responding to client issues in a timely manner via email, fax,cases and telephone.
* Responsible for timely follow up on requests to ensure resolution.
* Ensuring complete tracking of client contact in database to build contact history, identify trends, facilitate relationship building and provide management and client reporting.
* Providing plan benefit override support at client request.
* Providing feedback to Customer Care management on servicing incidents and developing service trends.
* Partnering with Account Management team to ensure maximum client satisfaction and issue trending.
* Contacting participants at client’s request.
* Representing Caremark at client benefit fairs as needed.
* Assisting with Client Infusion Training as needed.
* Performing duties as assigned by supervisor.
* Scheduled Hours for this position: Monday
* Friday 11:30am
* pm EST. (Occasional need for scheduled overtime, weekend and holidays as determined by business need
* EX: “Welcome Season”.)
* Future Work From Home potential for Outstanding team performers

What Does A Client Support Representative Do At Cass Information Systems, Inc.

* Respond to incoming service related issues and questions:
* Provide clients with answers to waste service plan and general account questions.
* Resolve waste service issues (e.g. missed pickups).
* Manage service requests (e.g. ordering pull and return on a compactor).
* Coordinate temporary service needs (e.g. bulk/appliance pickups).
* Troubleshoot equipment performance issues.
* Work collaboratively with waste hauling vendors:
* Coordinate prompt, accurate response to service orders.
* Resolve service issues (e.g. property damage, equipment damage).
* Manage client internal work activity report by ensuring all open issues and requests are resolved in time frame designated for each type.
* Other duties as assigned

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How To Become A Client Support Representative

Customer service representatives typically need a high school diploma and receive on-the-job training to learn the specific skills needed for the job. They should be good at communicating and interacting with people and have some experience using computers.


Customer service representatives typically need a high school diploma.


Customer service representatives usually receive short-term on-the-job training, lasting 2 to 3 weeks. Those who work in finance and insurance may need several months of training to learn more complicated financial regulations.

General customer-service training may focus on procedures for answering questions, information about a company’s products and services, and computer and telephone use. Trainees often work under the guidance of an experienced worker for the first few weeks of employment.

In certain industries, such as finance and insurance, customer service representatives must remain current with changing regulations.

Licenses, Certifications, and Registrations

Customer service representatives who provide information about finance and insurance may need a state license. Although licensing requirements vary by state, they usually include passing a written exam. Some employers and organizations may provide training for these exams.

Important Qualities

Communication skills. Customer service representatives must be able to provide information in writing, by phone, or in person so that customers can understand them.

Customer-service skills. Representatives help companies retain customers by answering their questions and complaints in a helpful and professional manner.

Interpersonal skills. Representatives should be able to create positive interactions with customers.

Listening skills. Representatives must listen carefully and understand a customer’s situation in order to assist them.

Patience. Representatives should be patient and polite, especially when interacting with dissatisfied customers.

Problem-solving skills. Representatives must determine solutions to a customer’s problem. By resolving issues effectively, representatives contribute to customer loyalty and retention.

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Client Support Representative jobs

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Client Support Representative Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Arabic

  • Swedish

  • German

  • Korean

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Client Support Representative

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Client Support Representative Education

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Real Client Support Representative Salaries

Job Title Company Location Start Date Salary
Representative, Corporate Client Support ALFA Laval Inc. Indianapolis, IN Nov 21, 2013 $45,557
Representative, Corporate Client Support ALFA Laval Inc. Indianapolis, IN Nov 21, 2010 $42,408
Representative, Corporate Client Support ALFA Laval Inc. Indianapolis, IN Nov 14, 2011 $37,000
Representative, Corporate Client Support ALFA Laval Inc. Indianapolis, IN Oct 01, 2011 $37,000

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Top Skills for A Client Support Representative


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Top Client Support Representative Skills

  1. Customer Service
  2. Client Support
  3. Technical Support
You can check out examples of real life uses of top skills on resumes here:
  • Diagnosed and solved complicated user issues with the application, with a focus on customer service, billing and technical concerns.
  • Trained, coached and mentored all Client Support Representatives on business processes and software integration.
  • Provided technical support and billing and services information to clients.
  • Update and correct order information in client database including property information and pricing.
  • Maintained files for record keeping, while performing a variety of administrative/clerical duties such as billing, data entry and auditing.

Top Client Support Representative Employers