Customer Service Representatives

enterprising telephone service provide basic information customer payment handle complaint personal service resolve problems

Account Representative, Customer Service Representative (CSR), Customer Service Specialist, Member Services Representative (Member Services Rep)

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What they do:
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.
On the job, you would:
  • Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
  • Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
  • Check to ensure that appropriate changes were made to resolve customers' problems.



  • customer service
  • management

Arts and Humanities

  • English language

Math and Science

  • arithmetic, algebra, geometry, calculus, or statistics

Engineering and Technology

  • computers and electronics


Basic Skills

  • listening to others, not interrupting, and asking good questions
  • talking to others

Problem Solving

  • noticing a problem and figuring out the best way to solve it


  • looking for ways to help people
  • bringing people together to solve differences



  • communicate by speaking
  • listen and understand what people say

Ideas and Logic

  • notice when problems happen
  • use rules to solve problems


People interested in this work like activities that include data, detail, and regular routines.

They do well at jobs that need:

  • Dependability
  • Attention to Detail
  • Self Control
  • Stress Tolerance
  • Integrity
  • Adaptability/Flexibility


You might use software like this on the job:

Customer relationship management CRM software

  • Blackbaud The Raiser's Edge
  • Salesforce software Hot Technology

Data base user interface and query software

  • Airtable
  • Yardi software Hot Technology

Enterprise resource planning ERP software

  • Microsoft Dynamics Hot Technology
  • Oracle PeopleSoft Hot Technology


Education: (rated 2 of 5)
high school diploma/GED or
some college
usually needed

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Job Outlook

New job opportunities are very likely in the future.
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