Customer Service Representatives
Interact with customers to provide basic or scripted information in response to routine inquiries about products and services. May handle and resolve general complaints. Excludes individuals whose duties are primarily installation, sales, repair, and technical support.
62 alternate job titles:
Salary Information
Customer Service Representatives: $42,830 (median) per year.
Starting salary (10th percentile).
Required expreience: Varies by Company
Data source: U.S. Bureau of Labor Statistics
Daily Tasks & Responsibilities
| Task Description | Category |
|---|---|
| Maintain financial or account records. | Maintenance |
| Review customer insurance information. | Maintenance |
| Respond to customer problems or complaints. | General |
| Execute sales or other financial transactions. | General |
| Provide notifications to customers or patrons. | General |
| Refer customers to appropriate personnel. | General |
| Calculate costs of goods or services. | General |
| Collect deposits, payments or fees. | General |
| Prepare documentation for contracts, transactions, or regulatory compliance. | General |
| Promote products, services, or programs. | General |
| Verify accuracy of financial or transactional data. | General |
| Process customer bills or payments. | General |
| Recommend packing or shipping methods. | General |
| Discuss goods or services information with customers or patrons. | Communication |
Technology Requirements
| Technology | Description |
|---|---|
| Microsoft Excel | Spreadsheet software |
| Microsoft Office software | Office suite software |
| Microsoft Outlook | Electronic mail software |
| Adobe Acrobat | Document management software |
| Adobe Creative Cloud software | Graphics or photo imaging software |
| Adobe Illustrator | Graphics or photo imaging software |
| Adobe Photoshop | Graphics or photo imaging software |
| Apple macOS | Operating system software |
| Web page creation and editing software | |
| Google Docs | Word processing software |
| Intuit QuickBooks | Accounting software |
| Kronos Workforce Timekeeper | Time accounting software |
| MEDITECH software | Medical software |
| Microsoft Dynamics | Enterprise resource planning ERP software |
| Microsoft PowerPoint | Presentation software |
| Microsoft SharePoint | Document management software |
| Microsoft Teams | Project management software |
| Microsoft Windows | Operating system software |
| Microsoft Word | Word processing software |
| Oracle PeopleSoft | Enterprise resource planning ERP software |
| SAP software | Enterprise resource planning ERP software |
| Salesforce software | Customer relationship management CRM software |
| Zoom | Video conferencing software |
| ADP Workforce Now | Human resources software |
| Active Data Online WebChat | Network conferencing software |
| Apple Keynote | Presentation software |
| Applied Systems Vision | Customer relationship management CRM software |
| Astute Solutions PowerCenter | Electronic mail software |
| Austin Logistics CallSelect | Customer relationship management CRM software |
| Austin Logistics CallTech | Customer relationship management CRM software |
| Austin Logistics Valeo | Customer relationship management CRM software |
| Avidian Technologies Prophet | Customer relationship management CRM software |
| Blackbaud The Raiser's Edge | Customer relationship management CRM software |
| Citrix cloud computing software | Access software |
| Customer account management software | Customer relationship management CRM software |
| Customer complaint ticketing management software | Customer relationship management CRM software |
| Customer relationship management CRM software | Customer relationship management CRM software |
| Customer service and support software | Customer relationship management CRM software |
| DSC Pacer Interactive Voice Response System | Voice recognition software |
| Delphi Technology | Financial analysis software |
| FaceTime | Video conferencing software |
| Fund accounting software | Accounting software |
| Google Meet | Video conferencing software |
| Google Sites | Web page creation and editing software |
| GroupMe | Instant messaging software |
| Handheld computer device software | Operating system software |
| Healthcare common procedure coding system HCPCS | Medical software |
| Hosted Support ezSupport Pro | Customer relationship management CRM software |
| Human resource management software HRMS | Human resources software |
| IBM Domino | Communications server software |
| IBM Notes | Electronic mail software |
| IBM Power Systems software | Enterprise system management software |
| LexisNexis | Information retrieval or search software |
| Web page creation and editing software | |
| LogMeIn GoToMeeting | Video conferencing software |
| Lynk Everest | Customer relationship management CRM software |
| Main Street Softworks Monetra | Point of sale POS software |
| McAfee | Transaction security and virus protection software |
| Medical condition coding software | Medical software |
| Medical procedure coding software | Medical software |
| Microsoft Dynamics GP | Enterprise resource planning ERP software |
| Microsoft Exchange | Electronic mail software |
| Microsoft Internet Explorer | Internet browser software |
| Microsoft OneNote | Word processing software |
| Microsoft Publisher | Desktop publishing software |
| Multi-channel contact center software | Contact center software |
| Nearpod | Multi-media educational software |
| NetSuite ERP | Enterprise resource planning ERP software |
| NortonLifeLock cybersecurity software | Transaction security and virus protection software |
| Open Text Fax Server, RightFax Edition | Fax software |
| Oracle E-Business Suite Financials | Financial analysis software |
| Oracle JD Edwards EnterpriseOne | Enterprise resource planning ERP software |
| Oracle Taleo | Human resources software |
| Padlet | Computer based training software |
| Parature eRealtime | Network conferencing software |
| Parature eTicket | Customer relationship management CRM software |
| Poll Everywhere | Presentation software |
| SAP Business Objects | Enterprise resource planning ERP software |
| Sage 50 Accounting | Accounting software |
| Sage MAS 200 ERP | Enterprise resource planning ERP software |
| Sales force automation software | Customer relationship management CRM software |
| Salesforce.com Salesforce CRM | Customer relationship management CRM software |
| ShoreTel | Communications server software |
| Skype | Desktop communications software |
| Social media sites | Web page creation and editing software |
| SugarSync | Backup or archival software |
| Tax software | Accounting software |
| Telemation e-CRM | Customer relationship management CRM software |
| Timpani Chat | Network conferencing software |
| Timpani Contact Center | Contact center software |
| Timpani Email | Contact center software |
| Unified messaging software | Mobile messaging service software |
| Virtual private networking VPN software | Network security and virtual private network VPN equipment software |
| Voice over internet protocol VoIP system software | Internet protocol IP multimedia subsystem software |
| YouTube | Video creation and editing software |
| eStara Softphone | Network conferencing software |
| iShip | Materials requirements planning logistics and supply chain software |
| j2 Global Communications onebox | Helpdesk or call center software |
| Microsoft Access | Data base user interface and query software |
| Oracle Database | Data base user interface and query software |
| Slack | Cloud-based data access and sharing software |
| Yardi software | Data base user interface and query software |
| AS/400 Database | Data base user interface and query software |
| Airtable | Data base user interface and query software |
| Customer service knowledge generation software | Data base user interface and query software |
| Data entry software | Data base user interface and query software |
| Database software | Data base user interface and query software |
| Dropbox | Cloud-based data access and sharing software |
| FileMaker Pro | Data base user interface and query software |
| Google Drive | Cloud-based data access and sharing software |
| IBM Cognos Impromptu | Business intelligence and data analysis software |
| SAP Crystal Reports | Data base reporting software |
| Stamps.com software | Data base user interface and query software |
Relevant Certifications
Industry certifications that may be valuable for this career role:
| Certification | Issuing Organization | Practice Test |
|---|---|---|
| Accredited Customer Service Representative | The Institutes | Not Available |
| Certified Associate BMC Digital Workplace Catalog 3.x | BMC Software, Inc. | Not Available |
| Certified Customer Service Specialist | ETA International | Not Available |
| Certified Insurance Service Representatives | The National Alliance for Insurance Education and Research | Not Available |
| Certified Professional BMC FootPrints Service Core 12.x | BMC Software, Inc. | Not Available |
| Certified Service Manager | ETA International | Not Available |
| Customer Service Representative Certification | International Society of Certified Electronics Technicians | Not Available |
| HDI Certified Customer Service Representative | HDI | Not Available |
| HDI Certified Support Center Team Lead | HDI | Not Available |
| HDI Desktop Support Manager | HDI | Not Available |
| HDI Support Center Analyst | HDI | Not Available |
| HDI Support Center Director | HDI | Not Available |
| HDI Support Center Manager | HDI | Not Available |
| KCS Foundation | HDI | Not Available |
| KCS Principles | HDI | Not Available |
| Oracle Service Center 2021 Certified Implementation Specialist | Oracle Corporation | Not Available |
| Professional Certification in Advanced Service and Sales | National Retail Federation Foundation | Not Available |
| Professional Certification in Customer Service and Sales | National Retail Federation Foundation | Not Available |
| Public Power Customer Service Manager | American Public Power Association | Not Available |
| Route Driver Certification | National Automatic Merchandising Association | Not Available |
| SAP Certified Product Support Specialist - SAP Commerce | SAP America, Inc. | Not Available |