Client Services Representative Job Description
Client services representative
provides general information to the customer as part of the purchase process and provide appropriate steps to customer to resolve issues they may have.
Client Services Representative Duties & Responsibilities
To write an effective client services representative job description, begin by listing detailed duties, responsibilities and expectations. We have included client services representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Work closely with Producers and staff as a team and assist with duties as needed
Generating collateral statements and sending calls to clients for both standard and non-standard agreements
Performs a detailed evaluation of inquiries and rejected transactions, takes appropriate action for each item and monitors the quality and timeliness of resolution so that it meets our standards
Maintain kitchen cleanliness, including dishwashing
Prepare and serve beverages
Monitor the bays for overall tidiness and upkeep, the lobby area
Vast amount of dish cleaning
Answers and/or initiates telephone calls
Serve as direct liaison for clients regarding all daily claim matters and inquiries
Work closely with internal staff/departments and respond to claim related inquiries
Client Services Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Services Representative
List any licenses or certifications required by the position: CSS, ITIL, MLT, IBM, AWS, MCDST, O/S, US, UPS
Education for Client Services Representative
Typically a job would require a certain level of education.
Employers hiring for the client services representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Associates, Management, Marketing, Finance, Accounting, Science, Communications, Health Care
Skills for Client Services Representative
Desired skills for client services representative include:
Word
Excel
Outlook
Internet
Customer’s business and past purchase history
PowerPoint
Vendor Management Systems
Animal anatomy
Medical terminology to provide general information and make the appropriate referrals
Records
Desired experience for client services representative includes:
Able to work a flexible schedule with the availability to work different shifts and variable hours
Proven experience of effective relationship building with a wide variety of stakeholders, for example
Prior experience or knowledge of the following products a plus
Must be able to speak and understand Mandarin and/or Cantonese
Basic graphic design skills using After Effects a plus
Must be available to work evenings and weekends on occasion
Client Services Representative Examples
1
Client Services Representative Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client services representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client services representative
- Answer multi-line switchboard directing calls appropriately and taking accurate messages
- Screen calls appropriately and announce if necessary
- Offer alternatives to caller if party is not available
- Keep track of clients in the facility and where they are located during sessions in order to facilitate incoming calls to them as needed, learning their names so as to address them correctly
- Be aware of the front lobby at all times so that anyone that enters is greeted verbally or by a smile
- Ensure couriers and delivery people are stopped and directed to the vault
- Maintain and stock kitchen with supplies
- Assist Office Manager with duties as needed
- Oversee various reports
- Assist with candidate screening
Qualifications for client services representative
- Provide administrative report as necessary
- Assist with system updates
- Screen and announce calls to Directors and Sales personnel
- Determine when calls should be directed to voicemail
- Status callers on hold within a respectful timeframe and offer an alternative such as voicemail
- Keep track of clients in the facility, where they are located during sessions so as to facilitate incoming calls to them as needed
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Client Services Representative Job Description
Job Description Example
Our innovative and growing company is hiring for a client services representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client services representative
- Assist Office Manger with duties as needed
- Provide assistance to onsite Client Services team on the implementation of the SOW service line
- Partner with Project Management team to enroll approximately 650 vendors and 2,000 contractors for an invoice consolidation project (SOW)
- Ensure vendor's completion of the documents and accurately account for collection progress by maintaining a real-time status log
- Interface with vendors and project teams to assist in related document collection efforts
- Investigate and validate documentation data issues and concerns from the internal team and/or vendor
- Assist with data validation and entry into Wand, in preparation for and post go live
- Provide client information and distribution payments
- Provide information regarding general registration enquiries
- Provide monthly valuations to nominee clients
Qualifications for client services representative
- Check periodic statements
- Provide monthly reports for internal & external clients
- Manage day to day account maintenance for your assigned group of clients on world-wide markets including
- Monitor and respond to client inquiries via ACD phone queues, email queues, and systemic work queues according to company communication policies, and ensure that response time and abandon rate standards are met or exceeded
- On the job learning and understanding of specific, and perhaps custom, customer requirements
- Evaluate customers question, search for data in multiple systems, and also try to determine how to help the customer get an answer themselves next time, thus reducing future phone calls
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Client Services Representative Job Description
Job Description Example
Our company is growing rapidly and is hiring for a client services representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client services representative
- Looking for process improvements to reduce call volume and internal costs
- Handle escalated phone calls and possibly irate customers
- Use the various tools available to a CSR to check for possible alternatives, answers, and even use “out‐of‐the‐box” solutions to resolve their problems
- Suggest and look for internal process improvements
- Learn who the players are, how they can help, when to ask for help, and when to escalate to management
- Utilize multiple systems in one interaction
- May need to make outbound calls to vendors when necessary
- Successfully complete all identified customer service skill training courses
- Maintains at least the minimum quality score of monitored calls and emails and phone efficiency rating
- Meets or exceeds departmental productivity standards
Qualifications for client services representative
- Minimum 6 years of work experience in customer service, logistics or order management process
- Flexible and adaptable to work in a global and multi-cultural environment
- Working experience in SAP sales order management, Siebel and Salesforce.com preferred
- Korean language (written and spoken ) is a must as this role will support the Korean partners and end customers as primary
- Fluent in [ Chinese language] (preferably mother tongue) and English
- Minimum 3 years of relevant work experience in customer service, logistics or order management process
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Client Services Representative Job Description
Job Description Example
Our company is looking for a client services representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client services representative
- Represents Client Services organization on global projects
- Conduct regular service reviews with IM/Clients, following up on actions points and service enhancement requests
- Monthly review of key performance indicators (KPIs/CRC’s) by required deadline
- Monitor client needs helping to ensure correct resource allocation
- Ensure all claims are investigated and resolved within required deadline
- Ensure weekly claims reporting is provided to all IMs and Clients
- Ensure failed transaction and pre-matched reports are provided to all IMs and Client by required deadline
- Assist with training for all new team members
- Act as deputy to Team Leader providing pro active assistance with day to day team management
- Lift and carry boxes and other items that weigh up to 25 lbs
Qualifications for client services representative
- Collaborate with Stylists and Global VIP Personal Stylists to ensure that every team member adopts a customer-centric approach
- Identify ways to personalize the experience of every customer and escalate to Senior Stylists and the Global VIP Personal Stylists when necessary
- Ensure Client Services processes and procedures are adhered to at all times
- College degree in the area of specialty and at least 2-5 years of experience in sales
- Experience in Direct Mail and Digital Marketing a plus
- Ability to elicit cooperation from a wide variety of sources, including upper management, clients, contractors, and other departments
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Client Services Representative Job Description
Job Description Example
Our company is looking to fill the role of client services representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client services representative
- Drive a van and navigate to various locations throughout the tri-state area and occasionally beyond
- In-take and communicate reprographics (print, copy, scan) project specifications
- Represent our company on client premises
- Communicate with clients regarding deliverables and other inquiries
- Adhere to and enforce various processes and procedural guidelines
- Fill-in as a Document Specialists when needed to scan, copy, print, and bind projects in-house
- Oversee the lifecycle of an assigned reprographics project until delivery to client
- Coordinates renewal pricing and completes location coding parameters
- Identifies issues that impact consistency and customer satisfaction
- Maintaining inventory of book bag supplies such as pens, pencils, welcome brochures
Qualifications for client services representative
- Fluent in [Chinese language] and English
- Minimum of ‘A’ level education or equivalent, with good passes in Maths and English
- Proven custody or fund management experience, preferably performing a client-facing role
- 2 years experience as account executive
- 2-15 Health & Life license is a must
- Existing book of business is a plus