Client Support Representative Job Description

Client support representative provides first and second level software support for Operating system, MS Office products, and all other company used departmental applications.

Client Support Representative Duties & Responsibilities

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

Sample responsibilities for this position include:

Provide functional support for MS Office applications (Word, PowerPoint, Excel) and facilitate requests for data consolidation, analysis and client document needs

Providing moderately complex technical support to clients via email, phone, or other methods by identifying problems, researching answers and guiding users through appropriate steps

Use a computer –based ticketing system to create, track and/or resolve service request related to non-routine client inquiries through phone or email contact

Ongoing education and skill-building (self-administered centrally administered) with respect to service process, investing, product, and customer context

Reporting support, comprehensive sales support, pre-meeting due diligence on prospects, clients and consultants, assistance and coordination for successful new client on-boarding, competitive analysis associated with prospects

Will use judgment and discretion regarding new business acquisition and terminations for clients and internal partners (includes review of client contracts and documenting all new requirements and procedures within department and escalates areas of concern)

The incumbent will also work closely with other departments such as Product Development, Marketing, and Portfolio Strategist team on behalf of the externally facing staff

He/she will be cross-trained on all aspects of client specific requirements and serve as a backup ensuring seamless service

Will be responsible for coordinating and executing the successful onboarding of new clients, ensuring prospective clients needs are identified through on-boarding checklists and processes, expectations are appropriately set, and custom requests are identified early in the process and evaluated as part of a new business acceptance process

Client Support Representative Qualifications

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

Licensing or Certifications for Client Support Representative

List any licenses or certifications required by the position: ITIL, HHS, HEW, CLT, MLT, ALI, HDI, PC, RG146, COMPTIA

Education for Client Support Representative

Typically a job would require a certain level of education.

Employers hiring for the client support representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Business, Technical, Finance, Computer Science, Associates, Accounting, Economics, Business/Management, Management Information Systems

Skills for Client Support Representative

Desired skills for client support representative include:

Desired experience for client support representative includes:

Client Support Representative Examples

Client Support Representative Job Description

• Microsoft Word (.docx) .DOCX
• PDF Document (.pdf) .PDF
• Image File (.png) .PNG

Our innovative and growing company is searching for experienced candidates for the position of client support representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.

• Will run Pivotal (or other CRM) queries in support of the new business process, build and maintain prospect lists, and review supporting data as part of the prospecting/due diligence process
• The CSR will generate follow-up correspondence to maintain and grow relationships execute mailings and other outreach campaigns to prospects, clients and consultants
• In addition, s/he will coordinate competitive analysis prior to finals presentations and provide back-up support to Distribution Support during times of peak volumes and heavy workflow
• Will continuously expand knowledge of the firm's product line, industry trends, current compliance guidelines competition and new business process to provide consistently higher value assistance to the sales team
• Further, there are situations/circumstances where the individual will be offering securities
• Develops leadership skills and product/service knowledge by participating in focus groups, project initiatives, training classes
• Maintains production logs in Salesforce as required by management on a daily basis in order to track progress, volume
• Handle daily customer requests via phone and/or system such as account opening, balance inquiries, wire processing on both deposit and loan accounts
• Work collaboratively with clients, team members, implementation consultants, and resources across the company to achieve desired results
• Continue internal education, training and certifications to stay ahead of an evolving financial industry landscape, learn new product releases, and increase your value to the company and the client base

• Ability to work with peers and clients to find solutions to complex issues in a timely manner
• A Bachelor’s Degree from a four-year college or technical school
• Previous experience in financial institution balancing of general ledger, teller or ATM cash accounts plus 3+ years banking or customer service experience
• Associates degree or equivalent combination of education and experience (4 - 5 years related experience working with credit unions or other financial institutions)
• Data Processing, Computer Science, Management Information Systems, Network Communications or Business is preferred
• Network certifications are a plus (CISSP, Network +, ) but not required

Client Support Representative Job Description

• Microsoft Word (.docx) .DOCX
• PDF Document (.pdf) .PDF
• Image File (.png) .PNG

Our company is hiring for a client support representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.

• Process numerous transactions to send and receive information requiring very good PC user skills
• Solve problems, often through interactive real time analysis, training of new users
• Ensure customer loyalty by maintaining relationship via phone or email
• Interact and support client with special projects and day to day requests
• Resolve customer queries relating to client set up and product maintenance for both online and offline service platforms
• Facilitate requests for ad-hoc MI reporting and benchmarking reports
• Facilitate analysis of reports and identify evolving issues, trends & their impact to the client
• Support implementation processes for products and services
• Gather and share best practices across clients and segments
• Drive results by operating with a sense of urgency, employing effective time management to ensure all SLA requirements are met and remedial action taken if required and establish a framework to manage client expectations

• Knowledge of basic teller functions (financial transactions, open / close accounts, drawer balancing, buying and selling cash/negotiable items)
• Previous experience with back office banking operations or retail banking highly desirable
• An interest in the investment industry
• Ability to understand and effectively utilise technology via the web or GBT reporting tools (Medallia, Travelforce)
• Ideally should have years of customer service experience, preferably in a phone environment
• Must work overtime as needed to meet critical business objectives

Client Support Representative Job Description

• Microsoft Word (.docx) .DOCX
• PDF Document (.pdf) .PDF
• Image File (.png) .PNG

Our growing company is looking to fill the role of client support representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.

• Collaborates with customers and client managers to ensure best results
• Interacts with customers to configure users and resources
• Potentially create and draft user acceptance test plans
• Performs customer data maintenance
• Validates customer setup information
• Acts as a support for the technical service team with dispatching new product purchases to the field installation team
• Coordinates front-desk activity for print center and CCR activity
• Negotiates print turn around times with end users
• Collects and reports meter readings and submit to Supervisor for eBilling
• Ensures all data for reports are collected and reviewed for accuracy before generating any reports

• Previous experience in a financial institution is preferred, with a focus on knowledge of cards
• Minimum of two years of experience supporting large key accounts required
• Maintenance and Management of Clients issues Lists
• HTML and website development/design knowledge
• Customer service or executive/administrative experience
• Strong computer skills in Microsoft Office Word, Excel & PowerPoint

Client Support Representative Job Description

• Microsoft Word (.docx) .DOCX
• PDF Document (.pdf) .PDF
• Image File (.png) .PNG

Our company is hiring for a client support representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.

• Able to print from files, operate high volume digital printers, operate bindery equipment and assemble binders
• Able to provide triage to both printers and MFD's before placing service calls
• Knowledgeable about mail operations (beneficial)
• Directly supports the Site Supervisor in maintaining day-to-day operations
• Response to client inquires and research of client issues relating to production, quality delivery schedules, and production specifications
• Develop strong relationships with clients by expediting complaint resolutions
• Keep clients apprised and notified relating to work status
• Provide reports and activity logs for management and client review
• Coordinate implementation of solutions
• Maintain industry and product knowledge to assist in finding creative solutions

• Ability to establish rapport with internal and external customers
• Occasional weekend work is after hours if production issues occur
• Ability to function independently in a group
• Client Services is a client facing communication point with key decision makers
• By working directly with clients and internal stakeholders, you have the ability to help shape software requirements, build relationships, and directly contribute to the business unit goals
• It requires hands on use of our own product and excellent customer service skills

Client Support Representative Job Description

• Microsoft Word (.docx) .DOCX
• PDF Document (.pdf) .PDF
• Image File (.png) .PNG

Our growing company is looking to fill the role of client support representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.

• Support personal visits as deemed appropriate by the manager and engage telephone contact to know and understand client issues
• Assist clients with statement guidelines, statement concerns, and application How-To assistance
• Perform basic professional and somewhat varied and challenging client services tasks to ensure client support and provide satisfaction through actions to avoid issues, prompt resolution of problems, and develop relationships with clients through visits and telephone calls
• Responsibilities may include, but is not limited to, response to client inquires and research of client issues relating to production, quality, delivery schedules, and production specifications
• Provide information to other departments that is needed to resolve client problems
• The Customer Service Rep is tasked with building open communication channels with key client personnel, establishing and facilitating periodic touch point meetings and providing all necessary data to be used for the purposes of conducting periodic Business Review meetings
• Assists in the collection of new prospect company/process information and supporting documentation during the sales process
• Coordinate the timely delivery of client due diligence requests
• Assist in the collection of new client set-up data and supporting documentation
• Ensure new customer’s table configurations are set up timely and accurately and all information is properly entered and available in all systems per PCLender guidelines

• 18 months professional work experience in a technical support, help desk, financial institution, or financial institution operations environment
• Browser / Internet level troubleshooting experience
• Bachelor’s degree required (Business, Computer Science, Computer Engineering, Information Technology or related field preferred)
• Microsoft MCP, COMPTIA Network+ or CompTIA A+ certification a plus
• High school diploma, GED Certificate or equivalency
• Minimum of two years' experience in customer service including six months in a lower level customer care representative role