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.

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