Client Representative Job Description
Client representative
provides product Management, Relationship Management, and Client Service with office administration services such as binding presentation materials and updating of databases.
Client Representative Duties & Responsibilities
To write an effective client representative job description, begin by listing detailed duties, responsibilities and expectations. We have included client representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Escalating complex client issues to and working closely with Client Support Engineers and management in a timely and efficient manner to ensure prompt and accurate resolution to all client needs
Identifying and collecting necessary due diligence documentation for clients to trade derivatives and other financial products
Assist in preparation and service for client sessions and meetings
Monitor the bays for overall tidiness and upkeep, maintain office supplies for client and talent use
Provide a high level of service by responding promptly and accurately to daily client queries and requests regarding the administration of their accounts in accordance with the SLS
Assist in preparation for client luncheons and meetings, including light food preparation
Assist Client Service Manager with duties as needed
Clearly and fully logging all client interactions
Process client cancelation and adjustment requests
Research status of outstanding claims and expedite the processing of priority claims per client's request
Client Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Representative
List any licenses or certifications required by the position: CSS, SITA, ITIL, APA, PCP, EUC, ASL, GSL, PSL, CIS
Education for Client Representative
Typically a job would require a certain level of education.
Employers hiring for the client representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Education, Business, Associates, Technical, Financial Services, Management, Finance, Marketing, Accounting, Communication
Skills for Client Representative
Desired skills for client representative include:
Departmental and bank products and services
Presentation software
Client’s operations and insurance programs
Office databases and company-sanctioned presentation software
Industry
Markets & clients in assisting in preparing underwriting specifications
Products
Commercial insurance industry
Binding authority
Client
Desired experience for client representative includes:
IT development – assisting with testing and user requirements
Journalism or Communication degrees strongly preferred
Ad Agency or TV Production experience a strong plus
Must have excellent experience with PowerPoint and some design skills to create basic mock-ups
Strong Mathematical Competency including ability to understand percentages, balances, calculations
Proficient computer and typing skills, particularly in MS Outlook, Word
Client Representative Examples
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Client Representative Job Description
Job Description Example
Our innovative and growing company is hiring for a client representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client representative
- Plan and purchase food for client breakfasts and snacks
- Assist in preparation for client luncheons and meetings
- Monitor the bays for overall look and upkeep maintain office supplies for client and talent use
- Provides critical support for all day to day client related operational issues and queries
- Answer all client inquiries as deemed experts in their field
- Point of contact for servicing our clients (Investment Counsellors and Advisors) and interacting with the market and other stakeholders to provide critical support for all day to day client related operational issues and queries regarding administration of accounts in accordance with established service levels standards
- Effectively and efficiently deal with client enquiries, ensuring effective logging and resolution/follow up of enquiries and liaise with appropriate parties to resolve/escalate queries/problems within agreed timelines
- Provide critical support for all day-to-day client related operational issues and queries
- Answer all client inquiries as deemed experts in your field
- Handle change requests on client platforms, configuration changes
Qualifications for client representative
- 1-2 years’ experience in sales administration required
- Answer questions of our current and future Business customers about current promotions, offers, billing, technical support, adding services
- Working knowledge of the marketplace, including current conditions & trends in the Canadian & U.S. stock and bond markets
- Demonstrated tact and diplomacy
- Demonstrated high-level customer service oriented approach
- Ability to sell value to senior executives and Senior I.T
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Client Representative Job Description
Job Description Example
Our company is looking to fill the role of client 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 representative
- Solution and quote new products & services
- Cases pertaining to orders, order status and shipping information, products, licensing and asset management, prices, product availability
- Conforms to departmental productivity standards for each function performed by the Client Services department
- Under general supervision, assists clients by responding to phone, email, workflow tool and other inquiries regarding company products, services and procedures
- Responds to client inquiries with concerns in research, processing and issue resolution requiring department specific technical knowledge
- Point of contact for servicing our clients and interacting with the market and other provides
- Ensure effective logging and resolution/follow up of enquiries and liaise with appropriate parties to resolve/escalate queries/problems within agreed timescales
- Anticipate issues and proactively work to address concerns before they escalate and ensure all issues are logged for proper resolution
- Assisting, when needed, with the administration of the release/routing of documents/check runs at the print vendor daily
- Releasing FSA check run on site mailings
Qualifications for client representative
- Must have the ability to prioritize
- 1-2 years previous administrative experience with a Talent, Literary or Creative Representation Agency, is a plus
- Some onsite coverage may be required, some requiring travel
- Familiarity with the Internet, multiple browsers, installing software, and software support a must
- Handle advertiser inquiry calls while sales team is out of the office, preproduction communication such as missing material, insert issues
- Must have excellent experience with PowerPoint
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Client Representative Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of client 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 representative
- Update the status of all executed and pending games in the production schedule and keep client informed of the status of games in process
- Prior to ticket production, proof front and back of ticket for content and graphic compliance with contract proofs signed off by the client
- Potential to be assigned project management responsibilities for small accounts to develop experience with the marketing of instant ticket products
- Ensure timely and effective escalation to the manager to avoid delays regarding deliveries and to ensure correctness and high service quality
- Record thorough case notes
- Troubleshoot technical issues via phone and e-mail (e.g., browser used)
- Escalate cases that require additional expertise
- Contact customers following sales to ensure ongoing customer satisfaction and resolve any complaint
- Proactively solve problems encountered by customers to increase customer satisfaction
- Remain current on consumer preferences, changes in accreditation requirements and product developments
Qualifications for client representative
- Experience with Financial Software program
- Demonstrates proficiency in the use of company-sanctioned email, word processing, and spreadsheet software, in-house, proprietary financial and sales-reporting systems, and navigation within the Internet
- Compassion for both pets and people
- Willingness to work a varied of shifts including evenings, weekends, and holidays
- The ability to lift up to 40 lbs and be exposed to hazards such as allergies, contagious diseases, noises, odors, bites, scratches, and animal waste
- High School graduation required
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Client Representative Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of client representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client representative
- Obtaining all client instructions for projects at time of pick up and communicating them to theproduction team
- Inquire, clarify, and confirm customer requirements and understanding of the solution
- Responsible for customer satisfaction, overall territory management and control of business objectives
- Knowledge of SW offerings along with financial and selling skills to effectively handle routine assignments and to assist on more complex assignments, for opportunities within the territory
- Demonstrates required proficiency levels for technical and sales skills, as defined for incumbents in this position
- Develops an understanding of sales processes, techniques and tools in the specialty, for the assigned territory
- Develops the ability to plan and execute an effective sales call, either individually or with others
- Acquires new information on selling techniques or SW solution capabilities to enhance sales and professional effectiveness
- Onboard customers within their first 90 days
- Ensure your customers' success with diligent support, response, and service
Qualifications for client representative
- FINRA Series 6 required within first 180 days of employment
- Entry level position 1-3 years of commercial insurance/office experience a plus
- Ability to work as a member of a dynamic team
- May support clients through the process on issues such as
- Able to work in a small team environment
- Excellent communication skills and ability to speak clearly with technical non-technical clients is critical
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Client Representative Job Description
Job Description Example
Our company is searching for experienced candidates for the position of client 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 representative
- Assist & orient customers with Bluemix Infrastructure & Developer Services
- Issue resolution for problems impacting the customer experience
- Provides customers with technical product advice during post-sales discussions
- Key liaison/role for process and activities supported by Centralized Services, CIU, Certificates of Insurance, Auto ID cards and, Surplus Lines filings, including the utilization of MCD and other related tools, systems and templates
- A payroll/service professional with a basic to a more broad understanding of payroll practices
- Complete payroll activities/cases and assigned support tasks from basic to low levels of complexity
- Accurately implements payroll changes with attention to detail
- Complete service requests /cases, while simultaneously navigating through various on-line applications
- Assist with the management & flow of internal cases, triage & distribute cases to team members as appropriate
- Partner with others to gather information required for payroll change requests, working with Specialists when required
Qualifications for client representative
- Service management knowledge (ITIL v3, PMP, Prince2) would be added advantage
- Sleep, Oxygen, Nebulizer, or Diabetic therapy experience would be considered an asset
- Registered/Certified Respiratory Therapist would be considered an asset
- High proficiency with Microsoft Excel (formulas, pivot tables, general wizardry)
- Ability to handle heavy phone work, both inbound and outbound
- Skilled in prioritization and efficient time management