Customer Service Representative Job Description Template

Use this Customer Service Representative job description template to advertise the open roles for free using You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.

Customer Service Representative Job Description Template


Job Brief

We are looking for a customer-oriented service representative.


Customer Service Responsibilities list:

  • Manage large amounts of incoming phone calls
  • Generate sales leads
  • Identify and assess customers’ needs to achieve satisfaction
  • Build sustainable relationships and trust with customer accounts through open and interactive communication
  • Provide accurate, valid and complete information by using the right methods/tools
  • Meet personal/customer service team sales targets and call handling quotas
  • Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
  • Keep records of customer interactions, process customer accounts and file documents
  • Follow communication procedures, guidelines and policies
  • Take the extra mile to engage customers


  • Proven customer support experience or experience as a Client Service Representative
  • Track record of over-achieving quota
  • Strong phone contact handling skills and active listening
  • Familiarity with CRM systems and practices
  • Customer orientation and ability to adapt/respond to different types of characters
  • Excellent communication and presentation skills
  • Ability to multi-task, prioritize, and manage time effectively
  • High school diploma

What does Customer Service Representative do?

A Customer Service Representative (CSR) typically performs the following tasks on a day-to-day basis:

  1. Responding to customer inquiries and providing support: CSRs answer phone calls, reply to emails, or engage in online chat conversations to address customer questions, concerns, or issues. They provide information about products, services, policies, and procedures and assist customers in troubleshooting problems.

  2. Processing orders and returns: CSRs process customer orders, including taking orders over the phone, verifying customer information, entering orders into computer systems, and providing order confirmations. They also handle returns and exchanges, ensuring customers receive appropriate refunds or replacements.

  3. Providing product or service recommendations: CSRs have a good understanding of the company's offerings and use this knowledge to recommend products or services that meet customer needs and preferences. They may suggest alternative options or provide additional information to help customers make informed decisions.

  4. Resolving complaints and conflicts: CSRs handle customer complaints or conflicts by actively listening to customers, investigating the issues, and taking appropriate action to resolve problems. They may escalate more complex issues to supervisors or other departments to ensure prompt resolution.

  5. Maintaining customer records: CSRs update and maintain accurate customer records in databases or customer relationship management (CRM) systems. They may log customer interactions, document inquiries or complaints, and track any follow-up actions taken.

  6. Processing payments and handling billing inquiries: CSRs assist customers with billing questions, invoice discrepancies, or payment-related issues. They process payments, update billing information, and coordinate with the finance or accounting team if necessary.

  7. Collaborating with internal teams: CSRs often liaise with different departments within the company, such as sales, marketing, logistics, or technical support, to address customer inquiries or resolve specific issues. They communicate customer feedback or trends to relevant teams, helping to improve products or services.

  8. Providing exceptional customer service: CSRs are responsible for delivering a positive customer experience and maintaining a professional and empathetic demeanor at all times. They strive to meet or exceed customer expectations by being friendly, patient, and responsive.

Overall, CSRs play a crucial role in ensuring customer satisfaction, maintaining strong customer relationships, and representing the company in a positive manner.

Customer Service Representative Job Description Examples

Mobile Customer Service Representative• SPECTRUM

At a Glance

Full-time entry-level to mid-level customer service roles troubleshooting and resolving mobile customer technology and service issues, including repair, billing, and accounts...

Profile: A tech-savvy problem solver who can multitask to repair a variety of services and equipment. Mobile Representatives use patience and effective communication skills to uncover customer needs, answe...

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Customer Service Representative• Willmeng Construction, Inc.

We are hiring an experienced Customer Service Representative to join our existing top-notch team. If you're a hard-working professional.

January Inter-view through Tele-Gram messaging, download it. Send a message to Hire247 by finding/add for instant response to set up a schedule immediately for next week...

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Respond to customer inquiries a...

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Customer Service Representative• Centra Health Careers


Excellent opportunity for new High School graduate or candidates with a Customer Service background...

Part time hours will be as follows: 24 hours per week

Monday 9am -3pm

Tuesday 8 am to 1pm

Wednesday 11am to 3:30 pm

Thursday 11am to 3pm

Friday 11 am to 4 pm

Job Description:

The Customer Service Representative will be responsible for successfully and efficiently managing lar...

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Customer Service Representative - Unifirst• UniFirst Corporation

Where will a UniFirst Career take you?As an industry leader in the rental, lease and sale of uniforms and facility services products, UniFirst Corporation has grown to become one of the largest companies in the garment services industry...UniFirst is recognized on the Forbes “Platinum 400 - Best Big Companies” List. With over 14,000 employee Team Partners and more than 250 facilities through...

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