During our busy season I help the team answer questions that come in, manage the seasonal staff, and I am the main point of contact for escalation and sensitive issues. During the off season, I love reorganizing the training materials for the seasonal staff, reviewing the helpful articles for relevance, and prepping for the next busy season.
CAREER
Customer Service Representatives
Overview
Salary Median (2020)
$35,830
Projected Job Growth (2019-2029)
-2% (decline)
Most Common Level of Education
High school diploma or equivalent
Career
Roadtrip Nation Leaders in This Career
What Customer Service Representatives 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.
Other Job Titles Customer Service Representatives May Have
Account Representative, Call Center Representative, Client Services Representative, Customer Care Representative (CCR), Customer Service Agent, Customer Service Representative (Customer Service Rep), Customer Service Specialist, Member Services Representative, Sales Facilitator
How Leaders Describe a Typical Day at Work
My role is very fulfilling, my duties are to develop the Associates under me and to manage their quality and efficiency. I also head up the volunteers event for my department here in Delaware and assist in the hiring and recruiting of new employees.
Tasks & Responsibilities May Include
- 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.
- Check to ensure that appropriate changes were made to resolve customers' problems.
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
- Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
Education
Level of Education Attained by Customer Service Representatives
Most common level of education among people in
this career: Some college, no degree (30%)
High school diploma or equivalent
Some college, no degree
Bachelor's degree
Other*
*All other responses combined for clarity.
Majors Related to Career
Educational Paths Suggested by Leaders
Suggested Path
High School
Bachelor
Suggested Path
High School
Bachelor
Business Administration and Management, General
Additional Skills & Experiences That Can Help You Excel
Being able to work as part of a team is very important. You have to be able to work well with others to ensure you provide great customer service.
My job requires a high school education but a college degree is preferred. You need to be passionate about:
-Helping others with their investment needs.
-Take an active interest in the financial markets and be willing to learn more.
-Have a desire to take and pass the Series 7.
-Be self-motivated with a desire to grow within a company.
Getting Started
Recommended First Step for:
Middle School Students
High School Students
College Students
Everyone
This page includes information from theO*NET 26.1 Databaseby the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under theCC BY 4.0license. O*NET® is a trademark of USDOL/ETA.
