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RH
Robert Half
Client Services Representative
Career Insights for Client Service Representative / Associate
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Scorecard
Based on Florida data
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What they do
A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
$44,899 / year median in Florida
-2% projected decline
Job Description
We are looking for a Client Services Representative to create a welcoming and attentive experience for every visitor in Davie, Florida. This role serves as a key point of contact for clients, combining front desk coordination with thoughtful service guidance across multiple offerings. The ideal candidate brings strong communication skills, sound organization, and a customer-focused approach to supporting appointments, questions, and day-to-day client needs.
Responsibilities:
- Welcome clients upon arrival and deliver a warm, high-quality experience that reflects the organization's service standards.
- Oversee daily front desk activities, including appointment check-in and check-out, calendar management, and coordination across service lines.
- Respond to phone calls and general inquiries promptly, providing helpful information and directing clients to the appropriate resources.
- Introduce clients to available programs and services, including therapy, support services, and performance-focused offerings, in a clear and approachable manner.
- Recognize opportunities to recommend additional services that align with each client's needs and goals.
- Maintain accurate client records and enter updates into scheduling and documentation systems with close attention to detail.
- Collect payments and complete routine administrative tasks that support smooth front office operations.
- Partner with clinicians, trainers, and internal staff to ensure appointments and follow-up steps are handled efficiently.
- Reach out to clients regarding upcoming visits, service updates, and next steps to support continuity of care.
- Keep the reception area tidy, organized, and ready to provide a welcoming client-facing environment.