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Client support representative skills for your resume and career
15 client support representative skills for your resume and career
1. Client Support
Client Support refers to any assistance offered to a client regarding problems with the services or products of a company. This is often seen in technology companies where users have difficulty using an updated web browser or application. This support requires a great deal of patience and effective communication as many clients may have difficulty understanding various aspects of the technological product or service.
- Trained and supervised client support representatives and technical assistants.
- Provide client support in operational procedures including job scheduling, job queue and print queue management- Assisting with data conversion activities.
2. Client Issues
- Resolve client issues such as denials, exceptions, creating reports, entering charges or posting payments.
- Performed first-tier support for seven products resolving client issues via phone, email, and GoToMeeting.
3. Salesforce
Salesforce is an American cloud-based software company based in San Francisco, California. This company provides customer relationship management services that enable the customers to be closer to the company. It gives the company detailed information about each customer, including marketing, sales, commerce, and services. Salesforce also helps market a product to attract more buyers, and helps win more customers by targeting the right audience.
- Experience with Salesforce, Citrix/Pega, Microsoft Office, Windows operating systems and Mac Operating Systems, and Voice Equipment.
- Document reporting or call history in required format and maintain complete and accurate records in Salesforce.com.
4. Windows
Windows is a chain of operating systems that controls a computer and is developed by Microsoft. Every version of Windows consists of GUI (graphical user interface), with a desktop that allows the user to open their files.
- Imaged laptops and desktops using Ghost software and server base images for Windows XP and 7 platforms.
- Assist with Windows 7 upgrade project, procurement process and 1st level desktop support
5. Client Service
- Worked to retain and extend client service contracts for 80-100 clients, as well as enhancing their ability to use PROFITSTAR.
- Provided technical and implementation support via all channels to Corporate Clients and Client Service Managers to track their Equity Compensation programs.
6. Technical Issues
- Resolve complex technical issues through constant communication between development and client.
- Document recurring technical issues to support product and program development.
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Technical support or tech support are the services provided by any hardware or software company to users. They help in solving the technical difficulties the customers face with their products or services. Moreover, the tech support employees maintain, manage, and repair the IT faults. They are also responsible for resolving the network problems, installing and configuring hardware and software.
- Provided excellent customer service and technical support to both internal and external customers.
- Provided support to medical systems applications users and technical support to end-users.
8. Financial Institutions
Financial Institutions come in all sizes, forms, and are meant for all sorts of purposes. Some only keep money, some only trade it, some focus on extending loans, some work with only other financial corporations or regular business and companies, and some are built to be useful and multi-purpose. A central bank, for example, is a banking institution meant to keep an eye on other banks and ensure that no laws or rules are broken or bent.
- Report processing for financial institutions.
- Advised and monitored over 45 plus financial institutions and their credit card programs.
9. Inbound Calls
- Answered inbound calls from clients with questions or concerns and assist call center with inbound screening when volumes peak.
- Process inbound calls to the point of resolution including customer inquiries, complaints, and customer account information.
10. Troubleshoot
Troubleshooting is the process of analyzing and fixing any kind of problem in a system or a machine. Troubleshooting is the detailed yet quick search in the system for the main source of an issue and solving it.
- Verify licensure and credentials from professional educators for scholastic purchases, troubleshoot accessibility to websites.
- Develop end-user documentation, instructional materials, emails and PDFs on how to troubleshoot issues.
11. Patients
- Provided quality services to patients, customers-families, referrers, payers, clinicians and staff via telephone and in-person correspondence.
- Covered at the Hospital location for Charity Care Rep., and saw patients that were applying for Charity Care.
12. Phone Calls
Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.
- Answered and initiated proactive phone calls to address customer questions and concerns as it related to their benefits.
- Answered incoming phone calls and maintained a personal Quality average of 99% or higher.
13. CRM
CRM stands for Customer relationship management and it is a complete process through which a business or organization monitors and administers its interactions with the customers. A process in which large amounts of data are collected through marketing via a company's website, polls, surveys, and other social media applications. The basic goal of CRM is to target the right audience for their product, and then fulfill their needs, to increase the sales and revenue of the company.
- Provided assistance to various users of the software application via fax, email and through service requests in conjunction with CRM.
- Utilized Sugar CRM and generated sales reports delegating tasks to sales, marketing and finance.
14. Outbound Calls
An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.
- Corresponded with human resources managers, general managers, and corporate offices through outbound calls and emails.
- Placed 70-80 outbound calls daily to schedule new and existing clients for product training.
15. Data Entry
Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.
- Trained seasonal temporary staff regarding eligibility guidelines; Call center responsibilities, data entry and filing.
- Supervised major data entry / software implementation operations.
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List of client support representative skills to add to your resume

The most important skills for a client support representative resume and required skills for a client support representative to have include:
- Client Support
- Client Issues
- Salesforce
- Windows
- Client Service
- Technical Issues
- Technical Support
- Financial Institutions
- Inbound Calls
- Troubleshoot
- Patients
- Phone Calls
- CRM
- Outbound Calls
- Data Entry
- Service Issues
- Product Support
- CSR
- Customer Satisfaction
- Phone Support
- Call Handling
- Client Facing
- Client Inquiries
- Problem Resolution
- Customer Support
- Customer Issues
- Quality Customer Service
- Customer Inquiries
- Application Support
- Customer Problems
- Telephone Calls
- Customer Accounts
- SLA
- Front Desk
- Account Maintenance
- External Clients
- Customer Orders
- SQL
- Client Database
- Management System
- Computer System
- Technical Troubleshooting
- Insurance Data
- Trouble Tickets
- ACH
- RMA
- Technical Assistance
- Client Relations
- Client Accounts
Updated January 8, 2025