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Client Service Representative United States Jobs

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Client Services Representative
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Join our team in Collierville as a Client Services Representative. Utilize your 2+ years of experience, proficiency in accounting/CRM software, and knowledge of logistics. You will handle customer orders, inquiries, and claims while delivering exceptional service. We offer comprehensive benefits ...
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United States , Collierville
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Not provided
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Robert Half
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Client Services Representative
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Join our team in Collierville as a Client Services Representative. This role requires 2+ years of experience, proficiency in Accounting/CRM software, and expertise in logistics, billing, and claims. You will manage customer orders, inquiries, and ensure exceptional service. We offer comprehensive...
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United States , Collierville
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Not provided
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Robert Half
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Until further notice
Client Service Representative
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Join our team as a Client Service Representative in a remote US role. Utilize your excellent communication and problem-solving skills to support existing clients via outbound calls. You will resolve inquiries, document interactions, and ensure a seamless customer experience. This position require...
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United States
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Not provided
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Staylisted
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Client Services Representative
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Join Wealthfront in Palo Alto as a Client Services Representative. You will provide exceptional support via phone and email, explaining investment concepts and resolving client issues. This role requires a Bachelor's degree, 1+ years in finance/fintech, and strong communication skills. We offer m...
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United States , Palo Alto
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60000.00 - 80000.00 USD / Year
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Wealthfront
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Client Services Representative
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Join our team in Greenville, SC, as a Client Services Representative. You will deliver exceptional client experiences by managing financial transactions and building strong relationships. Ideal candidates have financial sector experience, CRM proficiency, and superb communication skills. We offer...
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United States , Greenville
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Not provided
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Robert Half
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Client Services Representative
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Join a leading financial team in San Francisco as a Client Services Representative. Utilize your CRM and financial process expertise to manage client accounts and build strong relationships. This role offers a comprehensive benefits package including medical, dental, and a 401(k) plan for a dedic...
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United States , San Francisco
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Not provided
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Robert Half
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Bilingual Client Service Representative – Outreach
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Seeking a bilingual English/Spanish Client Service Representative for community outreach in Oakland. You will provide in-person enrollment assistance, education, and support for managed care programs. This role requires strong communication skills, local community knowledge, and reliable transpor...
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United States , Oakland
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20.00 USD / Hour
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MMC Group LP
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Client Services Representative
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Join our established San Diego team as a Client Services Representative. You will be the primary contact, providing outstanding customer service and managing client relations. We seek a detail-oriented professional with strong communication skills and proficiency in Microsoft Office. Enjoy compet...
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United States , San Diego
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Not provided
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Robert Half
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Until further notice
Explore rewarding Client Service Representative jobs, a dynamic career path at the heart of customer success and business growth. Professionals in this vital role act as the primary liaison between an organization and its clients, dedicated to building trust, resolving issues, and fostering long-term, positive relationships. This position is foundational across diverse industries, including finance, technology, distribution, healthcare, and more, offering a stable and versatile career with opportunities for advancement. The core mission of a Client Service Representative is to ensure an exceptional customer experience. Daily responsibilities typically involve direct interaction with clients through various channels such as phone, email, and live chat. Representatives field inquiries, provide detailed product or service information, process orders, and manage account updates. A significant part of the role is proactive problem-solving—diagnosing client concerns, offering timely solutions, and escalating complex issues when necessary to ensure complete resolution. Beyond reactive support, these roles often include an element of relationship management, where representatives identify opportunities to better serve existing clients, follow up on feedback, and contribute to client retention and satisfaction. Common duties also include meticulous record-keeping, requiring representatives to accurately document all interactions and transactions in a Customer Relationship Management (CRM) system. They collaborate closely with other departments, such as sales, operations, and technical support, to relay client needs and ensure a seamless service journey. In many positions, representatives may also assist with administrative tasks, generate service reports, and help educate clients on how to best utilize the company's offerings. To excel in Client Service Representative jobs, candidates typically need a blend of strong interpersonal and technical skills. Excellent verbal and written communication abilities are paramount, as is active listening and empathy. Successful representatives are organized, detail-oriented, and adept at managing multiple priorities in a fast-paced environment. Problem-solving skills and a patient, professional demeanor are essential for handling challenging situations. While entry-level positions may require a high school diploma, many roles prefer some prior experience in customer service or a related field. Proficiency with standard office software and CRM platforms is commonly expected. For certain sectors, such as finance or specialized technical fields, additional industry-specific knowledge or certifications may be required or beneficial for career progression. Ultimately, Client Service Representative jobs are ideal for individuals who are passionate about helping others, derive satisfaction from solving problems, and want to play a direct role in a company's reputation and client loyalty. It is a profession that builds invaluable skills in communication, negotiation, and critical thinking, serving as a springboard to numerous advanced careers in account management, operations, sales, and beyond.

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