What does a client support representative do?
A client support representative is a person that focuses on answering client inquiries, resolves issues and complaints, and offers suggestions or recommendations. The client support should have excellent interpersonal skills as the bulk of the task is talking with clients, understanding their concerns, and ensuring their satisfaction. The client support must have a high tolerance for pressure and good organizational skills. The client support representative is essential for the success of the company through client and customer retention.
Client support representative responsibilities
Here are examples of responsibilities from real client support representative resumes:
- 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.
Client support representative skills and personality traits
We calculated that 17% of Client Support Representatives are proficient in Client Support, Client Issues, and Salesforce. They’re also known for soft skills such as Communication skills, Computer skills, and Interpersonal skills.
We break down the percentage of Client Support Representatives that have these skills listed on their resume here:
- Client Support, 17%
Trained and supervised client support representatives and technical assistants.
- Client Issues, 10%
Resolve client issues such as denials, exceptions, creating reports, entering charges or posting payments.
- Salesforce, 6%
Experience with Salesforce, Citrix/Pega, Microsoft Office, Windows operating systems and Mac Operating Systems, and Voice Equipment.
- Windows, 5%
Imaged laptops and desktops using Ghost software and server base images for Windows XP and 7 platforms.
- Client Service, 4%
Worked to retain and extend client service contracts for 80-100 clients, as well as enhancing their ability to use PROFITSTAR.
- Technical Issues, 4%
Resolve complex technical issues through constant communication between development and client.
Common skills that a client support representative uses to do their job include "client support," "client issues," and "salesforce." You can find details on the most important client support representative responsibilities below.
Communication skills. One of the key soft skills for a client support representative to have is communication skills. You can see how this relates to what client support representatives do because "customer service representatives must be able to provide clear information in writing, by phone, or in person." Additionally, a client support representative resume shows how client support representatives use communication skills: "provided excellent customer support by demonstrating professionalism while using effectivecommunication and problem solving skills to ensure client satisfaction and repeat business. "
Interpersonal skills. This is an important skill for client support representatives to perform their duties. For an example of how client support representative responsibilities depend on this skill, consider that "representatives should be able to create positive interactions with customers." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of a client support representative: "provided customer service and contributed positive interpersonal interaction to ensure satisfaction with both customers and coworkers. ".
Patience. A big part of what client support representatives do relies on "patience." You can see how essential it is to client support representative responsibilities because "representatives should be patient and polite, especially when interacting with dissatisfied customers." Here's an example of how this skill is used from a resume that represents typical client support representative tasks: "resolve all customer issues, demonstrating patience and courtesy in any circumstances. "
Customer-service skills. Another common skill required for client support representative responsibilities is "customer-service skills." This skill comes up in the duties of client support representatives all the time, as "representatives help companies retain customers by professionally answering questions and helping to resolve complaints." An excerpt from a real client support representative resume shows how this skill is central to what a client support representative does: "developed and maintained an 8-facility, customer support structure servicing over 5000 users for the laboratory information system. "
Listening skills. Lastly, "listening skills" is an important element of what a client support representative does. Client support representative responsibilities require this skill because "representatives must listen carefully to ensure that they understand customers in order to assist them." This resume example highlights how client support representative duties rely on this skill: "take messages and transfer calls record customer complaints skills used data entry active listening multitasking"
The three companies that hire the most client support representatives are:
- Lincoln Financial Group98 client support representatives jobs
- SS&C Technologies34 client support representatives jobs
- Broadridge19 client support representatives jobs
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Compare different client support representatives
Client support 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.
These skill sets are where the common ground ends though. The responsibilities of a client support representative are more likely to require skills like "client support," "client issues," "salesforce," and "windows." On the other hand, a job as an associate customer service representative requires skills like "customer service," "sales floor," "customer calls," and "product knowledge." As you can see, what employees do in each career varies considerably.
Associate customer service representatives really shine in the finance industry with an average salary of $37,473. Comparatively, client support representatives tend to make the most money in the manufacturing industry with an average salary of $48,234.associate customer service representatives tend to reach similar levels of education than client support representatives. In fact, associate customer service representatives are 3.4% less likely to graduate with a Master's Degree and 0.1% more likely to have a Doctoral Degree.Client support representative vs. 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. They may also sell newly launched products to the customers, discuss features and usability, and generate payments and delivery details. A customer relations representative must have excellent communication and organizational skills to maintain healthy business relationships with the customers to achieve the company's long-term goals and objectives.
While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that client support representative responsibilities requires skills like "client support," "client issues," "salesforce," and "windows." But a customer relations representative might use other skills in their typical duties, such as, "customer relations," "team-oriented environment," "propane," and "customer retention."
On average, customer relations representatives earn a higher salary than client support representatives. Some industries support higher salaries in each profession. Interestingly enough, customer relations representatives earn the most pay in the finance industry with an average salary of $42,057. Whereas client support representatives have higher pay in the manufacturing industry, with an average salary of $48,234.Average education levels between the two professions vary. Customer relations representatives tend to reach similar levels of education than client support representatives. In fact, they're 2.4% less likely to graduate with a Master's Degree and 0.1% more likely to earn a Doctoral Degree.Client support representative vs. 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. Representatives are usually charismatic and good communicators. These characteristics are especially important during campaign and election periods. Representatives should be able to capture the hearts of the voters through their planned projects and advocacies. They are then elected by their constituents. Upon election, representatives author bills that will eventually be passed into law should it be approved by the majority of the congress. They also vote on the passage of bills authored by other representatives. They also participate in discussions and debates regarding different bills, issues, and laws. Representatives are expected to vote according to their conscience and in consideration of the voice of their constituents.
The required skills of the two careers differ considerably. For example, client support representatives are more likely to have skills like "client support," "client issues," "salesforce," and "client service." But a representative is more likely to have skills like "cleanliness," "customer service," "credit card," and "product knowledge."
Representatives earn the highest salary when working in the transportation industry, where they receive an average salary of $36,557. Comparatively, client support representatives have the highest earning potential in the manufacturing industry, with an average salary of $48,234.Most representatives achieve a similar degree level compared to client support representatives. For example, they're 0.2% less likely to graduate with a Master's Degree, and 1.3% less likely to earn a Doctoral Degree.Client support representative vs. Phone representative
A Phone Representative answers customer calls, complaints, and inquiries professionally. They handle and resolve customer complaints related to its services/products and product/service sales. Besides processing applications, orders, and forms requested by customers, Phone Representatives also update customers about the products/services information. These professionals record customer complaints, inquiries, feedback, and actions taken. They develop and maintain mutually beneficial and professional relationships with each customer. Moreover, they create and maintain cordial relationships with all new customers.
Types of client support representative
Updated January 8, 2025
