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RH
Robert Half
Client Service Representative
Career Insights for Client Service Representative / Associate
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Scorecard
Based on Pennsylvania 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.
$48,149 / year median in Pennsylvania
-26% projected decline
Job Description
We are looking for a Client Service Representative to support customer accounts and order operations. This position serves as a key connection point between clients and internal departments, helping ensure accurate order handling, timely communication, and a high level of service across wholesale and retail business. The role is well suited for someone who is organized, detail-oriented, and comfortable managing multiple processes in a fast-paced environment.
Responsibilities:
- Manage customer account activity for wholesale and retail clients, providing timely updates and resolving service-related questions with professionalism.
- Enter and revise production purchase orders, bulk orders, and manual orders while maintaining accurate records across internal systems.
- Prepare and update customer templates, accessory documentation, item cross-references, catalogs, and pricing files to support pre-production and ongoing account needs.
- Monitor order flow, drop-ship activity, bulk order progress, and shipment status to help ensure deadlines and customer requirements are met.
- Maintain customer address data, support new client onboarding paperwork, and coordinate account setup needs with cross-functional teams.
- Partner with sales, production, design, planning, distribution, logistics, finance, IT, and ecommerce teams to keep customer requests moving efficiently.
- Research vendor compliance standards and apply required updates to internal files, processes, and customer-facing documentation.
- Review pricing discrepancies, process returns, issue credits or return authorizations when appropriate, and help resolve order-related variances.
- Work across multiple business and warehouse platforms to support customer requirements, order tracking, and operational accuracy.
- Strong verbal and written communication skills with the ability to interact effectively with customers and internal stakeholders.
- Advanced proficiency in Microsoft Excel, Word, and Outlook.
- Experience in client service, customer support, order entry, or account coordination within a fast-paced business environment.
- Ability to manage detailed information accurately, prioritize multiple tasks, and follow processes consistently.
- Familiarity with order fulfillment workflows, production order handling, and customer account maintenance.
- Experience using ERP, WMS, SAP, or similar business systems.
- Proven ability to collaborate across departments to support customer satisfaction and operational efficiency.