What Does a Client Representative Do?

What Does a Client Representative Do?

Client representatives are the first point of contact for many companies. They are in charge of providing positive interactions with the clients. They also need to be able to address issues and resolve them in a timely manner.

Client Representative Job Duties

There is a wide range of job duties for client representatives. They are in charge of making sure customers are happy. They can do this in a number of different ways including:

  • Understand the legal system of the company and support clients when they have questions
  • Provide information and resources for customers
  • Research troubleshooting issues and provide resolutions
  • Draft documents, letters, and contracts
  • Communicate with clients when there are issues such as the need for tech support or repairs
  • Help customers understand products and platforms
  • Schedule meetings for clients when they need repair work
  • Suggest alternatives when the customer is not happy with the product
  • Maintain databases and create reports
  • Promote products and cross-sell relevant products
  • Follow procedures and policies

If you’re applying for a customer representative job, you will need to prove that you can do all these duties and that you are willing to learn the ones you might not have done before.

Customer Service Representative

Client Representative Education and Experience

Along with the duties you are required to do, you need to be able to have certain training and education. These include:


You will need to have at least a high school diploma or a GED. Some companies will only hire those with advanced degrees like a bachelor’s degree. Usually, the degree needs to be in a related field like marketing or business. You also need to complete coursework in marketing, sales, finances, and business.

Each company has its own requirements, so you will need to search for the job requirements before attending the interview to make sure you have all the necessary qualifications.

Prior Experience

Most companies will provide training for you so that you complete the duties according to their expectations. This training will show you the company policies and teach you how to use their software and other technology they might have.

You will also need to receive training on how to talk to clients and how to resolve some of the most common issues that might arise.


Most companies do not require that you have certifications before being hired, but they might require you to do additional training once you have been offered the job. This training is paid for by the company and you will receive payment for the hours you spend earning the certificate.

Certification courses will allow you to learn more about the job and allow you to have extra credentials to make you a better employee. You will also be able to land other positions in the future with this additional training.

Knowing what a customer representative does will help you in job interviews and allow you to market yourself to land the job. It will also help you to prepare yourself for your first day.


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