Sample Customer Service Account Representative Job Description

Writing a detailed job description is essential to attracting the right candidate for your open position. You can use this customer service account representative job description template to help you format your job listing and customize it to meet your specific requirements.

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We are looking for an experienced customer service representative to join our team. Our customer service representatives work with clients and their teams to provide exceptional customer service while maintaining high levels of professionalism in all interactions. The ideal candidate will be self-motivated, have excellent communication skills, possess strong organizational skills and enjoy working on multiple projects at once.


Customer service account representatives are responsible for assisting customers with their account needs and providing customer service and support to the company. The person in this position will provide excellent customer service by answering phone calls, responding in person or over the telephone, following up on inquiries about products/services provided on behalf of our clients, maintaining accurate records regarding transactions performed through accounts receivable as well as other related information.

Detailed job duties include:

  • Provide great service to customers by establishing and maintaining relationships with them.
  • Respond promptly to questions from clients, including over phone and email.
  • Assist in the preparation of sales presentations for new business or existing accounts.
  • Maintain accurate records on all transactions received through our system, as well as any other information required to complete each transaction.
  • Communicate effectively both verbally and in writing; communicating clearly between client representatives/customers at all times while providing excellent customer service.


  • Must be able to work in an office environment
  • Ability and willingness to learn new skills
  • Strong communication skills, both written and verbal


  • Medical, dental and vision insurance
  • Paid time off (PTO)
  • 401(k) retirement plan
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