What is a client representative and how to become one

Updated January 8, 2025

4 min read

Quoted Expert

John Tobon

A client representative serves as a liaison between a company and its clients. They handle client inquiries, complaints, and feedback, working to make sure clients are satisfied with the companyâ€™s products and/or services. These representatives provide information about products, services, and pricing, and may upsell or cross-sell to existing clients. They may also analyze client data to develop strategies to improve the customer service experience at their company.

What's a day at work look like for a Client Representative?

John Tobon

Adjunct Professor, Florida International University

In the near term the work day will look a lot like online learning. Everything, starting with onboarding of employees has transitioned online. Newly hired employees may not meet their supervisors and co-workers in person for several months, if ever. There will be more real time online collaboration and greater need for proficiency in the use of communication software. Graduates may not necessarily live in the city where their employer is located, this will provide greater freedom to employees but it will also increase the level of competition for some positions. In the long term, workplace will look different. As a cost savings measure, companies will maximize the amount of offsite work that can be performed by implementing hybrid models that incorporate maximum telework arrangements.

ScoreClient RepresentativeUS Average

Salary

3.3

Avg. Salary $41,785

Avg. Salary $59,228

Stability Level

5.9

Growth Rate -4%

Growth Rate 0.3%

Diversity

9.3

Race

American Indian and Alaska Native 0.70%

Asian 7.63%

Black or African American 11.20%

Hispanic or Latino 21.22%

Unknown 5.29%

White 53.96%

Gender

female 59.44%

male 40.56%

Age - 39

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 39

Stress Level

5.9

Stress level is manageable

7.1 - high

Complexity Level

6.6

Complexity Level is challenging

7 - challenging

Work Life Balance

6.5

Work Life balance is good

6.4 - fair

What are the pros and cons of being a Client Representative?

Pros

Exposure to various challenges and problem-solving scenarios
Potential for career growth and advancement
Ability to develop excellent communication and negotiation skills
Exposure to different business models and strategies
Competitive salary, benefits, and job stability due to demand for client representatives

Cons

High pressure environment with tight deadlines
Can be stressful when dealing with difficult or dissatisfied clients
May require long hours, especially during peak periods or when working on urgent projects
Requires excellent time management skills to balance multiple client accounts
Requires ongoing training and professional development

Key steps to become a client representative

Explore client representative education requirements

Most common client representative degrees

Bachelor's

60.8 %

Associate

16.6 %

High School Diploma

8.6 %

Start to develop specific client representative skills

Skills	Percentages
Customer Service	24.02%
Phone Calls	6.82%
Client Accounts	6.09%
Product Knowledge	5.68%
Customer Satisfaction	5.67%

Complete relevant client representative training and internships

Accountants spend an average of 6-12 months on post-employment, on-the-job training. New client representatives learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a client representative based on U.S. Bureau of Labor Statistics data and data from real client representative resumes.

Research client representative duties and responsibilities

Experience in managing pipeline, progressing opportunity through sales stages & using CRM tools to reflect pipeline accurately.
Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
Utilize research tools and CRM package to sustain consistent pipeline of prospective clients.
Present program via Microsoft PowerPoint to potential clients and attend conventions for prospective clients.

Prepare your client representative resume

When your background is strong enough, you can start writing your client representative resume.

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