Client Service Representative Job Description

Client Service Representative Job Description

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Client service representative provides guidance to employees and managers related to HR procedures, policies, general information, laws, standards and government regulations.

Client Service Representative Duties & Responsibilities

To write an effective client service representative job description, begin by listing detailed duties, responsibilities and expectations. We have included client service representative job description templates that you can modify and use.

Sample responsibilities for this position include:

May assist/support manager on inquiries, request for proposals, insertion orders, placement, or as needed
Electronically order client print and digital advertising programs/schedules as directed by sales personnel
Monitor deadlines, ad creation and proof process, addressing flagged issues and problems as they arise to ensure accurate completion of advertisements
Accurate and timely execution of verbal/written client requests
Researching & resolving issues of varying complexity with things such as W2's, Direct Deposit, Tax Filing, System Navigation
Receiving and providing resolution for incoming client calls regarding ADP's payroll system
Researching & resolving issues with W2's, Money Movement, Tax and reporting
Providing assistance to our clients regarding ADP products to ensure full use and understanding of our products' capabilities and procedures
Following-up with clients to ensure they were satisfied with the service received
Developing and maintaining effective ADP/client relationships and work to ensure the client has a meaningful and positive experience when speaking with an ADP representative

Client Service Representative Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Service Representative

List any licenses or certifications required by the position: SITA, ASL, GSL, PSL, EUC, CIS, APA, PCP, SGS, ITIL

Education for Client Service Representative

Typically a job would require a certain level of education.

Employers hiring for the client service representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Business, Education, Associates, Financial Services, Communication, Finance, Technical, Science, Networking, Accounting

Skills for Client Service Representative

Desired skills for client service representative include:

Policies & procedures and HIPAA regulations and to complete work in compliance of these and other standards
Release of Information standards
Current state laws regarding fee structure
HIPAA regulations facility policies and procedures in regards to release of information
Manager
Safety procedures to ensuring a safe work environment and reports safety concerns to Supervisor
Operations
Financial services industry
Products and solutions

Desired experience for client service representative includes:

Enthusiastically performs related duties as required
Provide outstanding communication with the external clients the Sales Team
Have a working relationship and collaboration with all Sales Managers across the regions which will result in faster attainment of rates and other pertinent information
Coordinate and communicate with internal groups including Sales, Ad Ops, , to manage proposed, active and upcoming campaigns
Perform administrative duties such as order entry and campaign maintenance, optimizations, posting of campaigns, creating and sending out general sales information
Participation with Sales presentations and negotiations

Client Service Representative Examples

1

Client Service Representative Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client service representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client service representative
  • Work directly with the advertiser and Creative department to supply timely proof/release of ad creative, Ad Upload for system ready material and client communication
  • Serve as point person with downstream operational teams (TI, Creative, Preprint Logistics, Prepress, ) to resolve issues and communicate findings and possible resolutions
  • Handle advertiser/agency inquiry calls such as order deadlines, missing material, stock deadlines, advertiser complaints (Adtrack)
  • Administrative Support for Client Service Team located in Grand Rapids, MI
  • Work the queue, incoming mail and emails daily, contacting the clients directly with resolution
  • Research, resolve or escalate client tasks and inquiries
  • Manage day-to-day customer service concerns as primary point of contact for clients and internal operational escalations
  • Review daily reports from various internal systems for trends requiring escalation
  • Work in partnership with internal colleagues to ensure new clients have been setup in accordance with contract and client expectations
  • Define and/or resolve complex customer problems
Qualifications for client service representative
  • Update internal systems and adhere to established policies and procedures
  • Hospital maintenance - ensure that facility is neat and clean at all times—both inside and outside
  • 2-3 years customer service/reception experience required
  • Previous experience in medical, dental or veterinary hospital preferred
  • Able to work Monday through Friday and weekends as needed
  • Knowledge of basic veterinary practices, procedures and terminology
2

Client Service Representative Job Description

Job Description Example
Our innovative and growing company is looking for a client service 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 service representative
  • When requested, receive incoming and place outgoing calls to Clients to obtain required information by Operations Division and to resolve any issues and concerns
  • Handle all customer inquiries and follow-up within a timely manner via phone, e-mail
  • Check voicemail and fax when entering office/throughout the day, and make sure all customer support is taken care of by end of day
  • Communicate and coordinate with internal departments as needed to completely fulfill duties
  • Handle repair requests/create RMA’s when customers are reporting issues with their product
  • Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions, and by identifying sales and referral opportunities
  • Manage reports daily
  • No sales involved
  • Executes administrative duties as assigned
  • Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive sales and retain business
Qualifications for client service representative
  • Previous veterinary hospital experience preferred but not required
  • Entrepreneur Spirit
  • Familiarity with Financial Markets a plus
  • Client service experience preferred, not required
  • College Degree AA or higher required
  • Basic knowledge of ultrasound, human anatomy, medical terminology or willing to learn for the success of this position
3

Client Service Representative Job Description

Job Description Example
Our innovative and growing company is looking for a client service representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client service representative
  • Track client calls in the system
  • Report issues using a ticketing system
  • Lead web-based training for new users
  • Assist with developing instructional content for training and training preparations for new hires
  • Escalate tickets as necessary to developers and integration consultants
  • Testing new processes for functionalities on solutions
  • Responsible for day-to-day deliverables
  • Provides verbal, printed, and faxed results requested by clients via telephone
  • Calls critical, cancelled, and STAT results to clients
  • Understands how to accurately access and enter information into the Laboratory computer systems
Qualifications for client service representative
  • Stable job history (3 years or more)
  • At least 3 years of experience in a customer service- department/role
  • Ability to type and enter data at a minimum of 30 WPM
  • Superior written and oral communication skills are a must, along with the capacity to appropriately interact with all levels of management
  • Professionalism, dependability and ability to adapt to an every changing business climate
  • Highly organized, ambitious individual with the willingness to learn and advance
4

Client Service Representative Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client service representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service representative
  • Coordinates and acts as liaison between clients and Core Laboratories staff
  • Demonstrates awareness of and compliance with HIPPA regulations
  • Promotes positive co-worker relationships, teamwork and cooperation, both within the department and across departmental lines
  • Remains flexible in the event that responsibilities need to be temporarily changed due to scheduling problems
  • Provides clients with product knowledge and technical assistance
  • Coordinate the interface with customers regarding delivery, installation, warranty, preventive maintenance, on-site repairs, problem reporting, return of defective parts, and shipment of replacement parts
  • Team with Scheduler, Field Service Technicians and Phone Service Technicians to schedule and provide resolution pertaining installations, preventive maintenance, and repairs and general customer inquiries
  • Maintains customer records by updating account information using the CRM, attend case review meeting, Monitor territory case flow via CRM tool
  • Work directly with Field Service Technicians and Phone Service Technicians to provide resolution for the customer and bring closure to case
  • Assist Field Techs with Material Orders by processing Sales Order requests via Salesforce
Qualifications for client service representative
  • Courteous, concise and professional communication
  • Proficient in Microsoft Office Programs a Must, ZOHO and/or Constant Contact highly desired
  • Superior interpersonal skills with ability to work with other departments, clients
  • Experience with Adobe InDesign Illustrator and/or Photoshop or other design software experience preferred
  • Experience working in marketing event planning and graphic design is a plus
  • A minimum of 3 years' experience in a technically-oriented customer service organization
5

Client Service Representative Job Description

Job Description Example
Our innovative and growing company is hiring for a client service representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client service representative
  • Builds and maintains close relationships with customers and sales personnel
  • Know and understand customer’s warranty conditions and ensure service delivered is as per customer warranty terms
  • Take ownership of resolving issues and responding to questions to questions from participants and third parties regarding multiple product offersingssuch as benefits, payroll, HR, 401K, Risk, Workers Compensation, E-time, Level 1-3 will provide Tier 1 support
  • When requested, generate fees and up-sell wherever possible
  • Dependent upon position, demonstrate ability and willingness to learn new computer platform/systems
  • When requested, maintain and update CRS system with information regarding suits and countersuits
  • Create and maintain positive relationships with customers
  • Obtain accurate job specifications from customers
  • Complete work orders completely
  • Pick up jobs from clients
Qualifications for client service representative
  • Spanish or Mandarin speaking required
  • Spanish or Vietnamese speaking preferred
  • Armenian speaking
  • CHINESE speaking preferred
  • Manderin speaking preferred
  • Deep understanding of network fundamentals

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