What does a Client Representative I do?

Client representatives provide customer service and assistance, often interacting with the customer by phone or using an online platform. They offer product or service recommendations, suggest solutions, and assist with troubleshooting or issue resolution. They may also help with processing orders, requesting tech support, or scheduling repairs or appointments. Representatives may also be responsible for sales and expected to meet sales-related quotas.

Client representatives typically have at least a high school diploma, although those with a college degree or business school diploma may be offered a higher starting wage. These roles require patience, excellent communication skills, and a passion for customer service. Must be comfortable with technology, including email and chat tools, along with data entry programs. These representatives must be able to work effectively in stressful situations.

What responsibilities are common for Client Representative I jobs?
  • Manage account opening process for new and existing clients.
  • Assist financial advisors with marketing efforts including seminars, etc.
  • Ensure all client review materials are in place and completed.
  • Serve as the first point of contact for clients or prospects.
  • Promote and cross-sell products and services appropriate to client needs.
  • Evaluate the customer objective and suggest alternatives and recommendations.
  • Develop, coach, and motivate CSRs to achieve departmental goals.
  • Assist with portfolio rebalancing (document preparation, money movements).
  • Maintain databases and creates reports using portfolio software programs.
  • Follow established policies, practices and procedures and provide feedback for improvements.
  • The client support associate is responsible for the daily support of our clients.
  • Place holds on accounts for uncollected funds in accordance with regulations.
  • Make plans where appropriate to adapt control processes and procedures.
  • Participate in case reviews, consulting with the team to evaluate the client's needs and plan for continuing services.
  • Adhere to the department policies and procedures for client requests.
  • Adhere to all bank and regulatory requirements and participate in required training.
  • Process and follow up on client documentation for proper maintenance of accounts.
What are the typical qualifications for Client Representative I jobs?
  • Able to work independently.
  • Strong command of English language and good communication skills.
  • Advanced email management abilities.
  • Strong leadership, time management, and problem solving skills.
  • Comfortable working with a variety of common operating systems.
Education--
Work/Life Balance
3.5 ★
Salary Range--
Career Opportunity
3.5 ★
Avg. Experience8+ years

Client Representative I Salaries

Glassdoor Estimated Salary

Client Representative I Career Path

Learn how to become a Client Representative I, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

Average Years of Experience

0 - 1
0%
2 - 4
0%
5 - 7
0%
8+
100%
Not including years spent in education and/or training
See Career Path

Client Representative I Insights

Read what Client Representative I professionals have to say about their job experiences and view top companies for this career.
Stryde ManagementStryde Management
Client Representative
17 Mar 2021

“Stryde Mngt does a great job of really identifying goals and helping you achieve them.”

JPMorgan Chase & CoJPMorgan Chase & Co
Client Service Associate
8 Dec 2021

“Lots of opportunities including mobility and it is not frowned upon it is highly encouraged.”

Oppenheimer Wolff & DonnellyOppenheimer Wolff & Donnelly
Client Service Associate
24 Sept 2021

“You an opportunity to really learn about the industry and pay for your training and licenses.”

Coleman ResearchColeman Research
Client Associate
20 Jan 2021

“I felt that my time at Coleman Research was great in terms of a first entry”

AlphaSightsAlphaSights
Client Services Associate
5 May 2021

“Good stepping stone for an actual career (especially when you don't know what you want to do after)”

Marriott InternationalMarriott International
Accounts Payable Client Support
12 Mar 2021

“In terms of the work... there is no freedom add in your own ideas.”

Morgan StanleyMorgan Stanley
Client Service Associate
4 Oct 2021

“Not many opportunities to explore outside of your role unless you want to be in sales as a financial advisor.”

Brindle ConsultingBrindle Consulting
Client Representative
3 Feb 2021

“This job listing disguises itself as this great opportunity to build your career in the marketing world.”

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Client Representative I Interviews

Frequently asked questions about the role and responsibilities of a Client Representative I

The most similar professions to Client Representative I are:
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  • Technical Project Manager
  • Program Manager

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Client Representative I jobs