What does a Client Services Representative do?
Client services representatives manage client relationships and provide customer support. They may field customer inquiries, process orders, schedule appointments, and connect clients with other departments when needed. They often serve as a liaison that coordinates the initial connection between the customer and other internal units or personnel. They inform and educate clients about products and services, highlighting benefits and features that may drive conversions and sales. Representatives may be expected to meet certain sales-related goals or quotas.
Client services representatives generally have a minimum of a high school diploma, but those with a college degree or other credentials have greater income potential. These positions require familiarity with customer services tools and programs. Representatives must be comfortable performing data entry and able to process and record information quickly.
Client Services Representative Career Path
Learn how to become a Client Services Representative, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.
Client Services Representative Insights
“Researching things for yourself is great if you have time; it is good for learning...”
“Assigned Team and Team leads for project were great to work with and willingness to help was top notch.”
“I've never worked with such a great and talented team of people in my whole career so far.”
“The training was inconsistent and made it difficult to navigate what was truly needed versus what the SOPs called for.”
“It's a great place to learn about the industry and you get to make many connections.”
“I liked unlimited PTO and snacks and that they really tried to make work fun and believed in innovation.”
“I was given many opportunities to step up and take on projects with my supervisor’s guidance.”
“No pros hardly i can find.. difficult to say salary was good as start with career”
Client Services Representative Interviews
Client Services Representative Jobs
Frequently asked questions about the roles and responsibilities of a client services representative
When working as a client services representative, the most common skills you will need to perform your job and for career success are Microsoft Office Suite, Strong WORK Ethic, Microsoft EXCEL, Written Communication, and Effective Communication.
- Physical Therapist
- Rehab Manager
- Speech Language Pathologist
The most common qualifications to become a client services representative include a minimum of a Bachelor's Degree and an average of 0 - 1 years of experience not including years spent in education and/or training.