Client Services Representative Jobs

Client services representative jobs are open across banking, insurance, healthcare, telecommunications, and retail, from entry-level to senior and team lead, with specializations in account management, technical support, and customer success. Find a role that fits below and apply directly.

Find Jobs

Overview

Open roles30
Top stateIndiana
Top employer1st Source Bank
Top cityElkhart, IN
Work type50% On-site
Top industryInsurance

Showing 3 of 30+ Client Services Representative jobs

Customer Service Representative - Client Services
We won't show you this job again
Added 4d ago
Customer Service Representative - Client Services
Corporate Coffee Systems
Westbury, New York
Customer Service
Customer Service & Support
Customer Support
On-Site

Have you applied for this role?

Teller (Client Services Representative), LaPorte West Banking Center, LaPorte, IN
We won't show you this job again
Added 4d ago
Teller (Client Services Representative), LaPorte West Banking Center, LaPorte, IN
1st Source Bank
La Porte, Indiana
Account Management
Customer Service
Sales
High school diploma or GED

Have you applied for this role?

Licensed Financial Service Representative - International Client Services
We won't show you this job again
Added 5d ago
Licensed Financial Service Representative - International Client Services
Charles Schwab
Westlake, Texas
Customer Service
Customer Service & Support
Customer Support
$60k - $65k/yr
Hybrid
Bachelor's degree
10,000+

Have you applied for this role?

See All 30 Client Services Representative Jobs

Find roles that match your experience and apply in just a few clicks.

Find Jobs

Client Services Representative Job Market

Who's Hiring

1st Source Bank8 open roles
Charles Schwab3 open roles
Burrell Behavioral Health2 open roles

Top Industries Hiring

  • Insurance

What Employers Look For

The qualifications that appear most often in client services representative jobs.

  • One to three years of customer service or client-facing experience in a professional setting
  • Proficiency with CRM platforms such as Salesforce, HubSpot, or similar case management tools
  • Strong written and verbal communication skills with demonstrated ability to handle escalations
  • High school diploma required, associate or bachelor's degree preferred by most employers
  • Ability to manage multiple accounts or cases simultaneously while meeting response time targets
  • Familiarity with ticketing systems, help desk software, or order management platforms

Tips for Your Client Services Representative Job Search

Tailor your resume to each sector

A client services resume for a bank reads differently than one for a healthtech company. Swap in industry-specific terminology, like loan servicing or benefits coordination, and lead with metrics that reflect that sector's priorities, such as retention rates or case resolution times.

Apply early to roles that fit

Migrate Mate lists client services representative openings from across the United States in one place, so you can find roles that match and apply directly to each listing.

Highlight CRM experience by name

Hiring managers scan for the exact system their team uses. Name every customer relationship management platform you have worked in, including any ticketing or case management tools, so your resume clears automated filters before a human ever reads it.

Prepare conflict resolution stories in advance

Client services interviews almost always include a scenario question about a difficult customer or escalation. Draft two or three specific examples using the situation, action, and outcome format so you can answer confidently without improvising under pressure.

Research the company's client mix before applying

Client services roles differ sharply depending on whether the employer serves consumers or business accounts. Check the company's website to identify their client base, then adjust your cover letter to show you understand the volume, complexity, and tone that type of relationship demands.

Follow up after interviews with specifics

A generic thank-you note rarely stands out in client services hiring. Reference one concrete topic from your interview, such as a process challenge the team mentioned, to show you were listening and already thinking about how you can contribute.

Client Services Representative Jobs: Frequently Asked Questions

Which companies are hiring the most client services representatives?

1st Source Bank, Charles Schwab, and Burrell Behavioral Health are hiring the most client services representatives right now, with openings concentrated in Indiana, Texas, and Michigan, based on current listings on Migrate Mate as of November 2026. Industries with the highest volume include banking, insurance, and healthcare administration.

How many client services representative jobs are remote?

About 50% of client services representative openings are fully remote or hybrid as of November 2026, with remote availability highest in roles focused on account support, software onboarding, and insurance customer service. On-site roles are more common in financial services and healthcare where in-person client interaction is part of the job.

How do you become a client services representative?

Start by building experience in any customer-facing role, such as retail, hospitality, or call center work, to demonstrate you can manage difficult interactions professionally. Learn at least one CRM platform, practice clear written communication, and pursue an associate or bachelor's degree in business or communications if you're targeting corporate or financial services employers. Applying to entry-level client services or customer success coordinator roles is the most direct path in.

Can you get hired as a client services representative with no experience?

Yes, many employers will hire candidates with no formal client services experience if you can show strong communication skills and a history of working with the public, even in retail or food service. Emphasize any experience resolving complaints, managing expectations, or explaining complex information clearly. Smaller companies and insurance agencies are often the most willing to train candidates who demonstrate reliability and a professional phone or email presence.

What does the client services representative interview process look like?

Most client services interviews include an initial phone screen with a recruiter, followed by one or two rounds with a hiring manager or team lead. Expect at least one behavioral question about handling a difficult customer or managing competing priorities. Some employers add a short role-play exercise where you respond to a mock client scenario. The full process typically wraps up within two to three weeks from first contact.

Where can I find and apply to client services representative jobs?

You can find and apply to client services representative jobs on Migrate Mate, which lists current openings from across the United States in one place. Find roles that match your experience, industry preference, and location, then apply directly to each listing from the page.

See All 30 Client Services Representative Jobs

Find roles that match your experience and apply in just a few clicks.

Find Jobs