Learn how to upskill and reskill effectively with our new ebook. Download the ebook

Customer Service Representative job description

A Customer Service Representative (CSR) is the first point of contact for any customer who has a question or an issue with a product or service the company sells. They have many responsibilities like answering inbound phone calls, addressing customers’ questions about products and services, and processing payments or returns.

Eleni Kourmentza
Eleni Kourmentza

Eleni, ex-People Ops Manager at Workable, excelled in recruitment, lifecycle management, and employer branding.

Refreshed on

February 3, 2022

Reviewed by

Eftychia Karavelaki

Senior Recruitment Manager

 

This Customer Service Representative job description template is optimized for posting to online job boards or careers pages. Modify this customer service job description with the key duties and responsibilities for your CSR role. Similar job titles include Customer Service Associate, Member Service Representative, Customer Support Professional, Customer Support Representative and Contact Representative.

Customer service representatives (CSR) duties and responsibilities:

Customer service representatives are often a client’s primary point of contact with a company. The duties and responsibilities of a CSR include managing incoming calls and customer service inquiries, generating sales leads that develop into new customers, and identifying and assessing customer needs to achieve satisfaction.

customer service representative job description

Hiring a Customer Service Representative? Sign up for Workable’s 15-day free trial to post this job and hire better, faster.

Job brief

We are looking for a customer-oriented service representative.

What does a Customer Service Representative do?

A Customer Service Representative, or CSR, will act as a liaison, provide product/services information, answer questions, and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.

The best CSRs are genuinely excited to help customers. They’re patient, empathetic, and passionately communicative. They love to talk and understand the value of good communication skills. Customer service representatives can put themselves in their customers’ shoes and advocate for them when necessary. Customer feedback is priceless, and these CSRs can gather that for you. Problem-solving also comes naturally to customer care specialists. They are confident at troubleshooting and investigate if they don’t have enough information to answer customer questions or resolve complaints.

The target is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction.

Responsibilities

Customer Service Responsibilities list:

  • Manage large amounts of incoming phone calls
  • Generate sales leads
  • Identify and assess customers’ needs to achieve satisfaction
  • Build sustainable relationships and trust with customer accounts through open and interactive communication
  • Provide accurate, valid and complete information by using the right methods/tools
  • Meet personal/customer service team sales targets and call handling quotas
  • Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
  • Keep records of customer interactions, process customer accounts and file documents
  • Follow communication procedures, guidelines and policies
  • Take the extra mile to engage customers

Requirements and skills

  • Proven customer support experience or experience as a Client Service Representative
  • Track record of over-achieving quota
  • Strong phone contact handling skills and active listening
  • Familiarity with CRM systems and practices
  • Customer orientation and ability to adapt/respond to different types of characters
  • Excellent communication and presentation skills
  • Ability to multi-task, prioritize, and manage time effectively
  • High school diploma

Frequently asked questions

Jump to section