How to hire a client support representative

How to hire a client support representative, step by step

Here's a step-by-step client support representative hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a client support representative job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new client support representative
• Step 8: Go through the hiring process checklist

What does a client support representative do?

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1. Identify your hiring needs

   First, determine the employments status of the client support representative you need to hire. Certain client support representative roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect client support representative also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list presents client support representative salaries for various positions.

   Type of Client Support Representative	Description	Hourly rate
   Client Support Representative	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$13-23
   Customer Relations Representative	A customer relations representative is responsible for providing the highest customer service by interacting with customers to respond to their inquiries and concerns, process their requests, and resolve their complaints. Customer relations representatives assist the customers with their needs by offering products and services according to their requirements and budget limitations... Show more	$13-24
   Representative	Representatives are lawmakers who represent the people in a specific district. They run for office to represent their districts in their hometown or their current place of living... Show more	$11-26

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Client Support
   • Client Issues
   • Salesforce
   • Windows
   • Client Service
   • Technical Issues
   • Technical Support
   • Financial Institutions
   • Inbound Calls
   • Troubleshoot
   • Patients
   • Phone Calls
   • CRM
   • Outbound Calls

   Check all skills

   Responsibilities:

   • Manage mental health portion of health insurance policies including Medicaid and Medicare and other commercial insurance plans nationwide.
   • Provide customer support service utilizing CRM to access customer warranty accounts.
   • Work as a pet care technician as well as a front desk receptionist.
   • Provide assistance to various users of the software application via fax, email and through service requests in conjunction with CRM.
   • Adapt communication to age-specific patients and ensure appropriate HIPPA guidelines are followed in patient communication and record keeping.
   • Educate clients regarding proper distributions according to IRS regulations.

   More client support representative duties

3. Make a budget

   Including a salary range in your client support representative job description is a great way to entice the best and brightest candidates. A client support representative salary can vary based on several factors:

   • Location. For example, client support representatives' average salary in mississippi is 48% less than in california.
   • Seniority. Entry-level client support representatives earn 43% less than senior-level client support representatives.
   • Certifications. A client support representative with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a client support representative's salary.

   Average client support representative salary

   $37,490yearly

   $18.02 hourly rate

   ---

   Entry-level client support representative salary

   $28,000 yearly salary

   Updated January 20, 2026

   Average client support representative salary by state

   Rank	State	Avg. salary	Hourly rate
   1	California	$52,054	$25
   2	Washington	$48,834	$23
   3	Illinois	$46,240	$22
   4	New York	$44,489	$21
   5	Missouri	$41,161	$20
   6	Minnesota	$41,002	$20
   7	South Carolina	$40,789	$20
   8	Hawaii	$40,056	$19
   9	Texas	$39,804	$19
   10	Ohio	$38,466	$18
   11	Pennsylvania	$38,192	$18
   12	Arizona	$38,047	$18
   13	Florida	$37,891	$18
   14	Connecticut	$37,862	$18
   15	Massachusetts	$37,558	$18
   16	Nebraska	$37,478	$18
   17	Indiana	$37,377	$18
   18	Kansas	$37,347	$18
   19	Utah	$36,661	$18
   20	New Hampshire	$36,549	$18

   Average client support representative salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Instinet Incorporated	$60,101	$28.89
   2	Mohawk Valley Health System	$55,482	$26.67
   3	BNY Mellon	$52,249	$25.12	122
   4	Alfa Laval	$51,613	$24.81
   5	Credit Suisse	$50,601	$24.33
   6	Lawrence General Hospital	$48,432	$23.28	4
   7	Capital Group	$47,787	$22.97	2
   8	Advent Software	$47,565	$22.87
   9	ALMACO	$46,371	$22.29
   10	Broadridge	$46,254	$22.24	131
   11	New England Excess Exchange	$45,205	$21.73
   12	APS Payroll	$44,190	$21.25	1
   13	Farm Bureau Financial Services	$43,689	$21.00	10
   14	NextGen Healthcare	$43,282	$20.81
   15	SS&C Technologies	$43,174	$20.76	31
   16	Waystar	$43,114	$20.73	23
   17	Charles Schwab	$42,439	$20.40	65
   18	Morrie's Auto Group	$41,343	$19.88
   19	A.R.M. Solutions	$41,279	$19.85
   20	Apptegy	$40,710	$19.57	3

4. Writing a client support representative job description

   A job description for a client support representative role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a client support representative job description:

   Client support representative job description example

   Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow.
   About the role:
   The Client Support Representative (CSR) is an entry level position, acting as the first tier of triage for all incoming client communications. The CSR's primary objective is to ensure incoming client support inquiries are responded to and resolved with speed, efficiency and professionalism. The CSR should always strive to go the extra mile to encourage client retention and is responsible for providing an above-average level of client satisfaction. To be successful, the CSR must have an in-depth knowledge of company products and services, effective communication skills and a genuine desire to assist and resolve issues. Along with providing excellence in service, the CSR will meet both team and personal goals as defined by the Client Operations Manager.
   
   What you'll do here:
   Answer incoming client inquiries and ensure an accurate assessment of the issue is documented and escalated or resolved within the defined SLAsHandle tier I tasks and issues, provide appropriate solutions, and follow up with client to ensure complete resolution and satisfaction Proactively identify and escalate at-risk clients and issues to team lead Embrace change and continually participate in suggestions to process improvements while promoting the Zego culture and spirit of teamwork Demonstrate an increasing level of knowledge and comprehension of Zego products and partner integrations Accurately document and update client records, support notes and interactions within the various software systems (Service Cloud, SFDB and Admin) Ensure compliance with Zego specifications and regulations and follow established policies, procedures and workflows Inform clients of new updates to services, seek opportunities to increase client's utilization metrics, identify up-sell opportunities and coordinate initial meetings with CSSAssist with and contribute to marketing and advertising initiatives Consistently meet personal/team goals and quotas and adhere to established work schedule Participate in POD Meetings
   
   About you:
   Familiarity with CRM, support & ticketing software systems and practices Proven ability to work in a fast paced, team centered work environment Proficiency with Microsoft Suite Products (Microsoft Excel, Word and PowerPoint) Excellent communication- verbal, written, interpersonal with strong active listening skills Ability to demonstrate effective problem solving skills and strong client orientation Detail-oriented and dependable, with a positive and inquisitive attitude Ability to multi-task, prioritize, and collaborate with multiple departments and stakeholders Exhibit a high degree of self-motivation and drive
   
   Global Payments Inc. is an equal opportunity employer.
   Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.

   Copy this example

   

5. Post your job

   To find the right client support representative for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with client support representatives they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit client support representatives who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your client support representative job on Zippia to find and recruit client support representative candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit client support representatives, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new client support representative

   Once you've selected the best client support representative candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   Once that's done, you can draft an onboarding schedule for the new client support representative. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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