Client service representatives should have experience working with financial instruments and proficiency in Microsoft Office tools and database technology. Candidates must be strong communicators with proven customer service skills. A bachelor’s degree in finance or business is required. Many firms look for candidates with at least one year of experience working in the financial services industry.
Typical client service representative duties include:
Resolving client service issues thoroughly and courteouslyHelping clients with deposits and withdrawals, transfers, and other account activityInforming clients about product availability and attributesHelping to develop client service systems, policies, and proceduresCoordinating with other customer service divisions to drive client satisfaction
Looking for a client service representative or a client service representative job?
The candidate is new to the role and building the needed skills, experience and autonomy.
50th percentile
81500
The candidate has the experience to perform core responsibilities without direct supervision and is comfortable with the role’s processes and subject matter.
75th percentile
104000
The candidate delivers value beyond the stated job duties, has advanced qualifications and experience, and is ready for the next career level.
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