Client Service Representative Job Description
Overview
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The Client Service Representatives uses the phone and the internet to respond to client queries, resolve client concerns, and understand client needs. Their role is providing a postive sales and service experience for either inbound or outbound calls that best represents the organization’s objectives and standards. Their responsibilities are to sell the organization’s products and services, answer requests, provide product information, determine issues, update client information for accuracy, respond to specific client inquiries and concerns, make outbound calls to specified client targets, recommend services or next steps, and complete a sales transaction or ensure issue resolution.
Steps to take to start your career as a Client Service Representative and other jobs like it
- Obtain a high school diploma or equivalent. A degree often isn't required, but obtaining one in a relevant field (ex Finance) or some college education or relevant certifications are beneficial.
- Look for entry-level positions in any customer service or sales roles to gain experience interacting with clients and build the necessary skills. Employers are looking for strong communication, problem-solving, and interpersonal skills. Working in client services requires the ability to effectively communicate with clients and colleagues, understand their needs, and resolve issues efficiently. Interviewing for these roles with a history of customer service experience will greatly benefit your career path.
- Seek opportunities to work in industries or environments relevant to the type of clients you want to serve. This could include retail, hospitality, banking or other corporate settings.
- Research the industry and company you're interested in working for. Understanding their products or services, target audience, and competitive landscape will help you better serve clients. Familiarize yourself with the company's policies, procedures, and customer service standards. Tailor your resume and cover letter to highlight relevant experience and skills, emphasizing your ability to communicate effectively, problem solve, and provide excellent customer service.
Client Services Job Requirements
By default, most firms expect you to have at least a bachelor's degree. If it's in business or finance, that's extremely helpful. However, it's not necessary. I work in a small RIA, which is a registered investment advisor. So it's a little more who you know, as opposed to with some of the larger firms. Written and oral communication skills are very important because you will be communicating with your clients. You're going to have to do it in a very professional manner, sometimes above what normal communication is with your other friends and colleagues. Having a customer service background is going to be extremely important. And that can be anything that doesn't necessarily have to be in banking.
My Early Career
I was a teller to start my career, and that is where I learned a lot of client engagement and was able to really hone in on my oral and communication skills to really help with being able to handle all sorts of difficult situations.
Why I choose Client Services in Investment Banking
I chose this job after working years in retail banking and understanding basic banking concepts. I became more and more fascinated with investment and wealth building. And I really want to understand how clients manage their wealth and how firms manage their clients' wealth. I got a job offer to be a client services representative at this investment management firm and I jumped at it because I wanted the investment management experience because I felt that was where the growth was in my career. I am every year learning something new and loving every single second of it.
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- Client Service Representative IUnited Business BankBelen, NM, United StatesPosted: Sep 6, 2024
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- Client Service Representative I/FloaterUnited Business BankLos Lunas, NM, United StatesPosted: Sep 6, 2024
- Client Service RepresentativeCorporation Service CoWilmington, DE, United StatesPosted: Sep 6, 2024
- Client Service RepresentativeVCA Antech, Inc.Glendora, CA, United StatesPosted: Sep 5, 2024
- Client Service RepresentativeBanfield Pet HospitalStroudsburg, PA, United StatesPosted: Sep 5, 2024
- Client Service RepresentativeVCA Antech, Inc.La Mesa, CA, United StatesPosted: Sep 5, 2024
- Custody, Client Service, RepresentativeNorthern TrustChicago, IL, United StatesPosted: Sep 5, 2024
- Client Service RepresentativePCF InsuranceVentura, CA, United StatesPosted: Sep 5, 2024
- Custody, Client Service, RepresentativeNorthern TrustTempe, AZ, United StatesPosted: Sep 5, 2024
- Client Service RepresentativeVCA Antech, Inc.San Carlos, CA, United StatesPosted: Sep 5, 2024
- Part Time Client Service RepresentativeVCA Antech, Inc.Uniontown, OH, United StatesPosted: Sep 5, 2024
- Client Service RepresentativeVCA Antech, Inc.Mount Kisco, NY, United StatesPosted: Sep 5, 2024
- Client Service RepresentativeVCA Antech, Inc.Shelton, CT, United StatesPosted: Sep 5, 2024
Education you need to become a Client Service Representative
These are the most common degrees or certificates earned by Jobtrees users prior to becoming a Client Service Representative
There may be other required degrees or certifications needed for this job. The below info shows you the most commonly desired education level from employers when hiring for this job.
- Bachelor of Arts (b.a.) in General Studies
- Bachelor of Arts (b.a.)
- Bachelor Degree in Marketing
- Bachelor of Arts (b.a.) in History
Annual Pay Estimate for Client Service Representative and Other Important Info
See how many years Client Service Representative's are in their job, how much they make, how long it took to get there and how available this job is in terms of open positions.
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