Services Representative Job Description
Services representative
provides investment and protection guidance to clients related to their Wealth and Insurance needs, including insurance, savings and retirement income.
Services Representative Duties & Responsibilities
To write an effective services representative job description, begin by listing detailed duties, responsibilities and expectations. We have included services representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Accurately order meals for clients and employees while tracking receipts for Accounts Payable and Billing Department
Apply correct policies and procedures in general HR processes
Recommend improvements to processes, policies and procedures to the team leader to improve the efficiency of the Team and to improve services to employees and managers
Document policies and procedures based on expertise in specific job areas
Daily interaction with existing agency and direct client business
Accurately schedules customers’ traffic
Accurately sets up new customer accounts, contracts
Coordinate food and beverage service for clients
Plan client breakfasts, lunch and snacks
Maintain and stock kitchen with supplies – shop and order as needed
Services Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Services Representative
List any licenses or certifications required by the position: FSR, CB&T, AED, CPR, ITIL, MCP, AIX
Education for Services Representative
Typically a job would require a certain level of education.
Employers hiring for the services representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Education, Associates, Management, Technical, Financial Services, Marketing, Accounting, Finance, Communications
Skills for Services Representative
Desired skills for services representative include:
Credit
Cash management
Investment and wealth protection to help clients meet their goals
Comply with Bank and industry codes of conduct and with securities laws and regulations
Medical terminology
Insurance and insurance industry practices
Banking and financial products and services
Technology
Policies and procedures
Billing
Desired experience for services representative includes:
Minimum 2 years of account service support or customer service in a professional, fast paced environment
Position requires strong written and verbal communication skills, strong organization and time management
Experience with Media software such as Wide Orbit, Matrix, and Wide Orbit Sales are a plus
College or university degree, or equivalent work experience of 2 to 4 years
Proven ability to work in a deadline oriented environment committed to teamwork
Proven ability to analyze and solve problems, organize tasks in logical priority, to take initiative and follow through on all areas of work in an urgent and expedient manner
Services Representative Examples
1
Services Representative Job Description
Job Description Example
Our growing company is looking for a services representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for services representative
- Offer full range of customer service to clients by phone, fax or mail/e-mail
- Obtain and maintain accurate knowledge of procedures, products, processes
- Present additional products by recognizing opportunities to up-sell
- Monitor turnaround to ensure timely processing of claims
- Send Welcome/Introduction Letters and set up new clients reports
- Provide assistance to Sales/Marketing as requested
- Assist Finance with outstanding fees due from clients
- Set-up subscription of reports for clients
- Ensure clients are serviced in utmost professional manner building and maintaining exceptional relationships with client contacts
- Provide ‘first line’ support to employees, managers and HR colleagues who have queries on existing HR policies or procedures, especially for the HR services (transportation, cleaning, cafeteria)
Qualifications for services representative
- Working knowledge of MS Office and PC based tools
- 1-2 years in catering, banquet, customer service, reception
- Must be comfortable working with people and enjoy interacting while staying focused on your responsibilities
- Highly motivated with an eye for detail and hospitality
- Ability to learn Xytech basics including schedule view
- Basic graphic design skills using After Effects preferred
2
Services Representative Job Description
Job Description Example
Our innovative and growing company is looking for a services representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for services representative
- Coordinate and present the site induction programmes, working with the learning advisor and HR business partners to continually review and update it’s content
- Provide a full recruitment support service for hourly roles (temporary or permanent) and salaried roles up to SG 25, in line with local policy and with guidance from the appropriate HR Business Partner
- Provide cover for all other roles within the HR Operations Team
- Contribute to projects, 6 Sigma or otherwise, that improve the quality of HR Services provided or where the business requires HR expertise as a member of the project team
- Networks with colleagues to resolve issues, gain needed information and coordinate completion of work
- Must demonstrate deductive reasoning skills the ability to pay close attention to detail to ensure the completion and accuracy of transactions
- Enter orders into the order system including customer information, serial numbers, and registration codes
- Fill internal/external customer requests for lost media
- Generate and analyze regular and ad hoc reports for sales representatives and/or channel partners
- Responsible for personalizing and relaying accurate plan specific information to participants
Qualifications for services representative
- The motivation to achieve positive results and targets
- Five to seven years related experience in refrigeration/air conditioning and heating/ventilation at a large facility and/or training (preferred)
- Experience working with refrigeration systems preferred
- Knowledge of safe work practices, procedures, tools, equipment and techniques used in the trade
- Ability to provide operating instructions and pass on knowledge to department heads/peers
- Third business language skills in Mandarin an asset
3
Services Representative Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of services representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for services representative
- Support Division projects as assigned, especially those involving customer-focused activities and secondary activities that support the administrative and servicing functions of the Internal Admin/Ops and legal departments
- Develops, revises and coordinates implementation of property manuals within the portfolio with the assistance of the property team members
- Document all technical inquiries and customer-reported problems in the ticketing system, including the nature of the support inquiry and the resolution recommended
- Researches private and public records to determine ownership, mineral leases
- Provide support via phone and email
- Promote service excellence through good communication with external customers internal teams
- Position will review dealer supporting documentation
- Responds to incoming calls
- Perform other related duties of which the above are represented
- Must have a basic understanding of accounting/financial operations
Qualifications for services representative
- Should have Broad HR knowledge, with several areas of expertise in HR policy and procedures
- Ability to manage completion of own work assignments, and co-ordinates work with others
- Excellent organization and planning skills with a keen eye for detail and accuracy
- Good communication skills with experience of dealing with sensitive situations face to face or over the phone
- Ability to use all Microsoft Office Packages and computer literate
- Certified 6 Sigma Green Belt or working towards
4
Services Representative Job Description
Job Description Example
Our growing company is hiring for a services representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for services representative
- Analyzes metrics and initiates daily action plans for resource optimizations
- Degree in Business, Supply Chain, Logistics Management or Diploma Holder with relevant experience required
- Japanese language (written and spoken ) is a must as this role will support the Japanese partners and stakeholders
- Prove ability to completes fulfillment activities per established policies/procedures/guidelines and benchmarks
- At least 6 months experience in Computer Knowledge
- This role may require shift-work or evening work
Qualifications for services representative
- At least 1 year experience in performing hardware maintenance
- Fluent in [language] (preferably mother tongue) and English
- At least 1-3 years’ experience in financial services, operations, or customer service required
- Demonstrated ability to embrace and champion change required
- Demonstrated ability to research and problem solve required
- Must be able to work flexible schedules including afternoons, evenings and weekends
5
Services Representative Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of services representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for services representative
- Experience with and genuine dedication to customer care/support
- Must have strong organizational skills that demonstrate the ability to prioritize upon short notice while maintaining accuracy
- Proficiency with Microsoft Office Suite (Outlook, Word, and Excel)
- Proficiency with Web Browsers (Explorer, Firefox, Chrome, and Safari)
- Ability to manage daily tasks, and activities to ensure all patients are contacted on schedule
- University degree or College diploma in a relevant discipline would be considered an asset
Qualifications for services representative
- High School Diploma required, Bachelor’s Degree preferredta Rx is the first and largest full-service pharmacy created specifically for the unique needs of kidney patients
- Some nights and weekends required based on nocturnal and fourth shift requirements at dialysis centers to meet customers, evenings for physician education and facility teammate customer meetings when necessary
- Basic knowledge of US equity and equity options
- Hi High School Diploma required, Bachelor’s Degree preferredx is the first and largest full-service pharmacy created specifically for the unique needs of kidney patients
- 2-4 years of professional work experience required in pharmacy or healthcare
- Minimum 2 years of experience in a customer support environment