The client service representative plays a vital role in establishing and maintaining a productive relationship between the company and prospective clients. Acting as a link between clients and upper management, the client service representative communicates with clients and assists them, in person and over the phone, in financial transactions, service and meeting set-ups, and other tasks in response to the client's needs. The client service representative may also contact clients to pass on communications from upper management or to follow up on previous chains of communications. In banking environments, the client service representative likely handles branch service transactions, with duties involving deposits and money transfers.
To be successful, a client service representative must possess strong written and verbal communications skills, as the majority of duties involve interacting with customers and clients. Duties involving the direct handling of money require excellent organizational skills and attention to detail. In addition, time management and multitasking skills are also important, as the client service representative may be given several different tasks at a time.
Client service representatives usually hold a entry-level role that requires a high school diploma or equivalent. An educational background in finance - such as post-high school coursework - may be beneficial.
For this position, a high school diploma or equivalent is necessary in many cases; an educational background in finance can be helpful as well. Experience in customer service jobs, especially those involving handling money, are also helpful. Knowledge and experience with basic computer software is usually necessary.
Client Services Representative Tasks
Ensures delivery of excellent customer service through fast and accurate processing of orders, communication, and coordinating with other departments to resolve inquires.
Follows up with clients to ensure that they are satisfied with the company product or service.
Quantifies business intelligence with economic models to evaluate new opportunities; presents findings clearly and makes recommendations for action.