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Client Representative Job Description

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A client representative acts as liaison of contact to ensure his patron's interests, needs or desires are met by a third party.

Main Duties

A representative speaks for, acts on behalf of and occasionally makes decisions for his client. Representatives also have access to their client's financial resources for specific usages.


Client representatives are utilized in a number of different situations, including sales, customer service, business or investment ventures, estate settlements, legal services and medical power of attorney cases.

Skills Required

Representatives should have excellent written and verbal communication, organizational and planning skills, relevant authority or expertise on the area or field of representation, time-management and technology skills.


Depending upon the field of representation and prestige of the client, the minimum education requirement is a high school diploma or equivalent, while the highest expectation is a bachelor or master's degree, particularly in the financial sector. Previous experience with the company or individual client is also preferable.


According to the U.S. Bureau of Labor Statistics, the annual salary expectations for representatives varies greatly according to the type of client represented. Sales and customer service representatives earned between $40,000 and $80,000 a year in 2008, while financial services representatives earned between $40,000 and $122,000 annually in the same year.


Jenna Gerlach has been writing since 2001 and teaching since 2011. She lives in Marietta, Ga., where she has been published numerous times in Kennesaw State University’s art and literary magazine, “Share.” Her expertise is in education and the humanities. Gerlach holds a minor in professional writing, a Bachelor of Arts in English, and a Master of Arts in Teaching English from Kennesaw State University.