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What does a customer advisor do?

Updated January 8, 2025
8 min read
What does a customer advisor do

A customer advisor is responsible for assisting customers with their inquiries and concerns regarding the company's goods and services. Customer advisors also coordinate with the sales and marketing team to sell services by reaching out to potential and existing clients to increase revenue resources and profits. Customer advisors document reports, resolve complaints, and process orders and payments. A customer advisor must have excellent organizational and communication skills to ensure the highest customer satisfaction and achieve the business' long-term goals and objectives.

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Customer advisor responsibilities

Here are examples of responsibilities from real customer advisor resumes:

  • Collaborate with management to train new employees on company policies and procedures and manage customer concerns via LiveChat.
  • Work at the POS completing transactions.
  • Clean windows and vacuum store and work area.
  • Use the POS of sale system including inputting transactions.
  • Register new patients into the specialty pharmacy database by gathering patient/physician demographics, insurance, medication, and ICD-9 diagnosis information.
  • Make sure identify and communicate gaps/concerns in the RMA process and suggest solutions.
  • Streamline the RMA process by developing repair cycle times, procedures and charges.
  • Input spreadsheets, create newsletters and compile PowerPoint presentations.
  • Communicate with customers and FedEx to facilitate resolutions of any shipping or delivery issues.

Customer advisor skills and personality traits

We calculated that 57% of Customer Advisors are proficient in Excellent Interpersonal, Persuasion, and Multitasking. They’re also known for soft skills such as Communication skills, Computer skills, and Customer-service skills.

We break down the percentage of Customer Advisors that have these skills listed on their resume here:

  • Excellent Interpersonal, 57%

    Developed excellent interpersonal skills while dealing with clients and members of staff.

  • Persuasion, 17%

    Required to have above average language skills, phone, negotiating, collaboration, persuasion, innovation.

  • Multitasking, 14%

    Exercised multitasking abilities in a fast paced work environment.

  • Customer Satisfaction, 2%

    Maintained exemplary metrics in Customer Satisfaction by repairing relationships through problem solving and addressing individual customer concerns.

  • Customer Service, 1%

    Receive inbound customer service calls and satisfactorily resolve customer and service related issues such as analyzing billing related issues and disputes.

  • Work Ethic, 1%

    Worked as an assistant to department leads while maintaining a work ethic of inspired teamwork.

Common skills that a customer advisor uses to do their job include "excellent interpersonal," "persuasion," and "multitasking." You can find details on the most important customer advisor responsibilities below.

Communication skills. The most essential soft skill for a customer advisor to carry out their responsibilities is communication skills. This skill is important for the role because "customer service representatives must be able to provide clear information in writing, by phone, or in person." Additionally, a customer advisor resume shows how their duties depend on communication skills: "develop excellent communication skills through dealing with customer complaints. "

Customer-service skills. This is an important skill for customer advisors to perform their duties. For an example of how customer advisor responsibilities depend on this skill, consider that "representatives help companies retain customers by professionally answering questions and helping to resolve complaints." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of a customer advisor: "demonstrated customer support while providing product and service recommendation * processed purchases and maintained overall appearance of store".

Interpersonal skills. A big part of what customer advisors do relies on "interpersonal skills." You can see how essential it is to customer advisor responsibilities because "representatives should be able to create positive interactions with customers." Here's an example of how this skill is used from a resume that represents typical customer advisor tasks: "developed excellent interpersonal skills while dealing with clients and members of staff. "

Listening skills. Another common skill required for customer advisor responsibilities is "listening skills." This skill comes up in the duties of customer advisors all the time, as "representatives must listen carefully to ensure that they understand customers in order to assist them." An excerpt from a real customer advisor resume shows how this skill is central to what a customer advisor does: "applied keen listening skills for optimal problem resolution. "

Patience. While "patience" is last on this skills list, don't underestimate its importance to customer advisor responsibilities. Much of what a customer advisor does relies on this skill, seeing as "representatives should be patient and polite, especially when interacting with dissatisfied customers." Here is a resume example of how this skill is used in the everyday duties of customer advisors: "answer incoming calls received through a high volume call center to assist patients in receiving medication through our patience assistance program. "

All customer advisor skills

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Compare different customer advisors

Customer advisor 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.

We looked at the average customer advisor salary and compared it with the wages of a customer relations representative. Generally speaking, customer relations representatives are paid $6,117 higher than customer advisors per year.Even though customer advisors and customer relations representatives are distinct careers, a few of the skills required for both jobs are similar. For example, both careers require customer satisfaction, customer service, and work ethic in the day-to-day roles and responsibilities.

While similarities exist, there are also some differences between customer advisors and customer relations representative. For instance, customer advisor responsibilities require skills such as "excellent interpersonal," "persuasion," "multitasking," and "customer care." Whereas a customer relations representative is skilled in "team-oriented environment," "propane," "schedule appointments," and "phone calls." This is part of what separates the two careers.

Customer relations representatives tend to make the most money working in the finance industry, where they earn an average salary of $42,057. In contrast, customer advisors make the biggest average salary, $34,880, in the media industry.customer relations representatives tend to reach similar levels of education than customer advisors. In fact, customer relations representatives are 0.2% less likely to graduate with a Master's Degree and 0.2% more likely to have a Doctoral Degree.

Customer advisor 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.

Associate customer service representative positions earn higher pay than customer advisor roles. They earn a $2,700 higher salary than customer advisors per year.While the salary may differ for these jobs, they share a few skills needed to perform their duties. Based on resume data, both customer advisors and associate customer service representatives have skills such as "customer satisfaction," "customer service," and "customer care. "

In addition to the difference in salary, there are some other key differences worth noting. For example, customer advisor responsibilities are more likely to require skills like "excellent interpersonal," "persuasion," "multitasking," and "work ethic." Meanwhile, an associate customer service representative has duties that require skills in areas such as "patients," "computer system," "medicare," and "credit card transactions." These differences highlight just how different the day-to-day in each role looks.

Associate customer service representatives earn a higher average salary than customer advisors. But associate customer service representatives earn the highest pay in the finance industry, with an average salary of $37,473. Additionally, customer advisors earn the highest salaries in the media with average pay of $34,880 annually.associate customer service representatives earn similar levels of education than customer advisors in general. They're 1.3% less likely to graduate with a Master's Degree and 0.2% more likely to earn a Doctoral Degree.

Customer advisor vs. Customer care representative

A customer care representative is responsible for providing resolution with the customer's concerns, following the business' procedures and strategic processes. Customer care representatives must have exceptional customer service skills to address their clients' concerns efficiently and accurately, as well as having extensive knowledge of the products and services their company offer. Duties of a customer care representative also include managing client's complaints, offering alternative products and refunds as needed, calculating fees for special requests, updating customer's account information, documenting actions taken, and escalating special case concerns to the supervisor.

On average, customer care representatives earn higher salaries than customer advisors, with a $397 difference per year.By looking over several customer advisors and customer care representatives resumes, we found that both roles require similar skills in their day-to-day duties, such as "customer satisfaction," "customer service," and "work ethic." But beyond that, the careers look very different.

Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from customer advisor resumes include skills like "excellent interpersonal," "persuasion," "multitasking," and "inbound calls," whereas a customer care representative is more likely to list skills in "strong work ethic," "data entry," "excellent organizational," and "computer system. "

Customer care representatives earn the best pay in the automotive industry, where they command an average salary of $35,440. Customer advisors earn the highest pay from the media industry, with an average salary of $34,880.customer care representatives typically earn similar educational levels compared to customer advisors. Specifically, they're 1.1% less likely to graduate with a Master's Degree, and 0.1% less likely to earn a Doctoral Degree.

Customer advisor vs. Customer support representative

A customer support representative is responsible for answering calls and correspondence, providing customer assistance in various technical issues, concerns, or difficulties. There are also instances when they must make calls to follow-up on the issues, or even sell products and services. Most of the time, a customer support representative has a certain quota to reach and works under a manager's supervision. Furthermore, it is essential to keep accurate records and report to managers or supervisors should there be any problems.

Customer support representatives tend to earn a higher pay than customer advisors by an average of $4,889 per year.According to resumes from customer advisors and customer support representatives, some of the skills necessary to complete the responsibilities of each role are similar. These skills include "customer satisfaction," "work ethic," and "customer inquiries. "Each job also requires different skills to carry out their responsibilities. A customer advisor uses "excellent interpersonal," "persuasion," "multitasking," and "customer service." Customer support representatives are more likely to have duties that require skills in "technical support," "data entry," "inbound phone calls," and "strong problem-solving. "In general, customer support representatives earn the most working in the finance industry, with an average salary of $38,928. The highest-paying industry for a customer advisor is the media industry.The average resume of customer support representatives showed that they earn similar levels of education compared to customer advisors. So much so that theyacirc;euro;trade;re 0.3% less likely to earn a Master's Degree and more likely to earn a Doctoral Degree by 0.1%.

Types of customer advisor

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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