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Client Relations Representative Jobs (NOW HIRING)

Personal Branding, Inc

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Client Relations Representative - Fully Remote

Jacksonville, FL · Remote

$33K - $75K/yr

Our client is seeking motivated, professional individuals to join their client relations team ... As a Client Engagement Representative , you will be responsible for: * Contacting applicants and ...

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Personal Branding, Inc

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Client Relations Representative - Fully Remote

Austin, TX · Remote

$33K - $75K/yr

Our client is seeking motivated, professional individuals to join their client relations team ... As a Client Engagement Representative , you will be responsible for: * Contacting applicants and ...

New

Personal Branding, Inc

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Client Relations Representative - Fully Remote

Cincinnati, OH · Remote

$33K - $75K/yr

Our client is seeking motivated, professional individuals to join their client relations team ... As a Client Engagement Representative , you will be responsible for: * Contacting applicants and ...

New

Personal Branding, Inc

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Client Relations Representative - Fully Remote

Charlotte, NC · Remote

$33K - $75K/yr

Our client is seeking motivated, professional individuals to join their client relations team ... As a Client Engagement Representative , you will be responsible for: * Contacting applicants and ...

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Client Relations Representative information

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$28.5K

$53.6K

$75.5K

How much do client relations representative jobs pay per year?

As of Jun 9, 2026, the average yearly pay for client relations representative in the United States is $53,615.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,000.00 and $61,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Relations Representative, and why are they important?

To thrive as a Client Relations Representative, you need strong communication abilities, problem-solving skills, and a background in customer service or business, often supported by a relevant degree. Familiarity with CRM software, ticketing systems, and office productivity tools is typically required. Outstanding interpersonal skills, patience, and the ability to remain composed under pressure help you build trust and rapport with clients. These skills are crucial for maintaining client satisfaction, resolving issues efficiently, and fostering long-term business relationships.

How does a Client Relations Representative typically collaborate with other departments to address client needs?

Client Relations Representatives frequently work alongside sales, support, and account management teams to ensure client satisfaction. They act as a bridge, communicating client feedback and concerns to the appropriate internal teams, helping resolve issues efficiently. Regular meetings and coordinated strategies are common, allowing them to stay informed about updates or changes that may impact clients. This collaborative approach helps provide clients with timely solutions and strengthens long-term business relationships.

What does a Client Relations Representative do?

A Client Relations Representative acts as the main point of contact between a company and its clients, ensuring customer satisfaction and addressing any concerns. Their responsibilities often include answering client inquiries, resolving issues, providing product or service information, and building strong, long-lasting relationships. They may also collaborate with internal teams to ensure clients' needs are met efficiently. Excellent communication and problem-solving skills are essential for this role.
What states have the most Client Relations Representative jobs? States with the most job openings for Client Relations Representative jobs include:
What are popular job titles related to Client Relations Representative jobs? For Client Relations Representative jobs, the most frequently searched job titles are:
Client Relations Representative jobs near you
Infographic showing various Client Relations Representative job openings in the United States as of May 2026, with employment types broken down into 1% Locum Tenens, 83% Full Time, 4% Part Time, and 12% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $53,615 per year, or $25.8 per hour.

Client Relations Representative - Chesapeake, VA

Sound Income Group

Chesapeake, VA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 20 days ago

Job description

Job Type
Full-time
Description
POSITION: Client Relations Representative
Location: Chesapeake, VA
FLSA Classification: Non-Exempt
Who We Are
At Retirement Income Source, a Sound Income Group company, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.
We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you're enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.
Position Summary
The Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up.
Key Responsibilities
  • Greet and engage clients and prospects professionally in-person, on the phone, and via email.
  • Coordinate onboarding for new clients and prepare materials for Advisor meetings.
  • Manage and optimize advisor calendars to ensure efficiency.
  • Respond to inquiries or route to the appropriate team member.
  • Maintain a professional and welcoming reception and meeting space.
  • Ensure all client and prospect information is handled confidentially and in compliance with policies.
  • Spend approximately 70% of the day on the phone building relationships with new and existing clients.

Sales, Events & Appointment Setting:
  • Attend in-person workshops, seminars, and community events; engage attendees to generate new appointments.
  • Plan and execute public-facing marketing event logistics: scout and book locations, track RSVPs, check-ins, room setup, and marketing collateral.
  • Conduct same-day or next-day follow-up with attendees and no-shows to convert them into booked consultations.
  • Make sufficient outbound calls each week to secure a minimum of 6 first-time kept advisor appointments.
  • Maintain consistent follow-up until leads are scheduled, declined, or disqualified.
  • Reactivate dormant leads and no-shows with targeted outreach.
  • Track and report on metrics: outreach activity, appointments set, show rates, and conversions.
  • Log all activity and lead status updates in CRM on the same day.

Requirements
Must-Have Qualifications
Industry Experience & Skills
  • 1-3 years of experience making outbound sales calls, with proven success in appointment setting or lead conversion
  • Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
  • Exceptional attention to detail, with strong organizational and time management abilities

Background and Education:
  • High school diploma required; associate or bachelor's degree is preferred but not required
  • Proven sales experience with a consistent track record of meeting or exceeding goals
  • Strong communication skills and confidence in engaging prospects at events and over the phone.

Technology Expertise:
  • CRM experience and proficiency in Microsoft Office Suite.
  • Proficiency in calendar management, ensuring advisor schedules are well-organized.
Physical & Work Environment Requirements
  • Ability to support overnight trips or Saturday coverage for seminars and events.
  • Must be authorized to work in the U.S. without sponsorship.
  • Office-based role with routine use of telephone and email.
  • Ability to work at a desk for extended periods and lift up to 10 pounds.
Benefits
We're proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
  • 100% employer-covered medical benefits and HRA account
  • Dental & vision plans
  • Short and long-term disability insurance
  • PTO + 10 NYSE company holidays per year
  • 401K with company match program
  • Company-provided laptop and required technology

The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time, or the scope of the position may change as necessitated by company demands and/or industry standards.
Retirement Income Source is an E-Verify employer.
Retirement Income Source is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.

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