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Client Service Representative Job Description

What does a Client Service Representative do?

A Client Service Representative is responsible for managing and maintaining relationships between a company and its customers. They serve as the main point of contact for any inquiries, requests, or feedback from clients. Their duties include providing customer service, handling complaints, addressing and solving issues, processing orders, managing accounts, and maintaining a positive customer experience. They work closely with other departments within the company to ensure customer satisfaction and develop strategies to increase customer loyalty and retention. Being a Client Service Representative requires strong communication, interpersonal, and problem-solving skills to effectively manage client expectations and maintain long-term relationships.

Our Client Service Representative job description includes the Client Service Representative responsibilities, duties, skills, education, qualifications, and experience.

Client Service Representative Example

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If you need an example job description for a Client Service Representative download the one below, alternatively we have many other Finance job description samples and a job description library with over 3000 job descriptions templates that you can download for free.

What does a Client Service Representative do?

A Client Service Representative is responsible for providing excellent customer service to clients, both in person and over the phone. They must be able to effectively communicate with customers, understand their needs, and be able to provide solutions to any queries or issues. They must also have a good knowledge of the products and services the company offers and be able to provide advice when required. They should be highly organised with good problem-solving skills and be able to work under pressure while maintaining a calm and professional attitude.

Client Service Representative Role Purpose

The purpose of a Client Service Representative is to provide a high level of customer service to clients, both existing and potential. This involves responding to client enquiries, resolving any issues they may have, and providing general support and advice. Client Service Representatives also work to ensure that clients are satisfied with the services they receive and that their needs are met in a timely and professional manner.

Client Service Representative Role

A Client Service Representative is responsible for providing excellent customer service to clients and customers. This role involves answering customer queries, providing product information and helping to resolve any customer issues. The Client Service Representative must be able to communicate effectively, have excellent problem-solving skills and be able to handle any customer complaints in a professional manner.

Client Service Representative Duties

  • Answer customer inquiries via telephone, email and other channels
  • Resolve customer complaints and provide appropriate solutions
  • Provide accurate, valid and complete information
  • Maintain customer records in accordance with company policies
  • Identify and escalate priority issues

Client Service Representative Requirements

  • Good communication and interpersonal skills
  • Proficiency in using computer systems and software applications
  • Ability to multi-task and work in a fast-paced environment
  • Excellent customer service skills

Client Service Representative Skills

  • Excellent customer service skills
  • Good communication skills
  • Ability to work in a team environment
  • Ability to work independently
  • Computer literacy
  • Problem solving skills
  • Ability to handle a high volume of customer inquiries

Client Service Representative Personal Traits

  • Excellent customer service skills
  • Good communication and interpersonal skills
  • Organisational and problem solving abilities
  • Good IT skills

How to write a Client Service Representative Job Advert

Use our job advert template to write a job advert for posting on job sites and job boards. Our job advertising templates are carefully created to help you reach your audience and beat the competition to the best talent.

A job description informs the reader about a job, whereas a job advert’s main objective is to sell the job opportunity to attract as many suitable applicants possible. A job advert maybe the first touch-point a candidate has with your company so it is important to create a great impression.

Job Advertisements should enticing, so considering using short, exciting language which get the reader’s attention.

How to write a Client Service Representative Job Description

To write a job description, we recommend starting with a job description template from our job description library, which contains examples for 800+ positions and professions. Our job description examples include a job summary with duties and responsibilities and skills and requirements, which can be personalised for your job vacancy.

Job Description Advice - Guidance on How to Personalise a Client Service Representative Job Specification

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

Job Description Tips - Help on formatting a Client Service Representative Job Specification

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company's culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.

How to Hire a Client Service Representative

Once you have selected your Job Description download it or convert it to a Job Advert. From here you can post/advertise your job across our network of job boards. If you wish to use the job description for a CV Template click through for advice and Convert to a CV

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