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JOB DESCRIPTION TEMPLATE

Customer Service Representative Job Description

Hire a reliable Customer Service Representative to handle enquiries, resolve issues and help retain customers across phone, email and chat channels.

EMPLOYER TEMPLATE
Ready to edit
Customer Service RepresentativeCustomer Service
Your location Add salary Full-time
Answer inbound calls, emails and web chat promptly and professionally within agreed service levels.
Diagnose basic enquiries and provide accurate, clear information about products, services or policies.
Log all customer contacts and outcomes in the CRM and maintain accurate records.
Progress, escalate or hand off complex or technical cases to the correct team and follow up until resolution.
QUICK ANSWER

What does a Customer Service Representative professional do?

Handles inbound and outbound customer enquiries, resolves routine problems, records interactions in CRM and escalates complex cases to specialists.

Customer Service Representative job description template

Use this employer-ready example as a starting point, then replace the placeholders and adjust the content so it accurately reflects your vacancy.

JOB ADVERT TEMPLATECustomer Service Representative

Customer Service Representative

Location: [Add location]

Salary: [Add salary or salary range]

Working pattern: [Office-based / Hybrid / Remote]

Employment type: [Permanent / Fixed-term / Temporary]

About the role

We are looking for a Customer Service Representative to join our [Team/Department] based in [Location]. You will manage customer contacts across phone, email and web chat, provide clear, accurate information, log interactions in our CRM and work with colleagues to resolve more complex issues. This is a [Full-time/Part-time] role, working [Hours/shifts]; salary offered: [Salary range].

Key responsibilities

  • Answer inbound calls, emails and web chat promptly and professionally within agreed service levels.
  • Diagnose basic enquiries and provide accurate, clear information about products, services or policies.
  • Log all customer contacts and outcomes in the CRM and maintain accurate records.
  • Progress, escalate or hand off complex or technical cases to the correct team and follow up until resolution.
  • Process routine transactions such as refunds, order amendments and account updates in line with procedures.
  • Meet individual and team KPIs such as response time, resolution rate and customer satisfaction scores.
  • Contribute to continuous improvement by identifying common issues and suggesting process or knowledge-base updates.
  • Support ad-hoc projects such as product launches or customer communications when required.

Essential skills and experience

  • Clear, professional spoken and written English.
  • Previous experience in a customer-facing role or contact centre environment.
  • Good IT skills and comfort using web-based systems and CRM software.
  • Ability to handle multiple conversations or tasks and keep accurate records.
  • Customer-focused attitude with the ability to remain calm under pressure.
  • Right to work in the UK.

Desirable

  • Experience with a CRM such as Salesforce, Zendesk or similar.
  • Experience handling live chat or social media customer contacts.
  • Additional language skills relevant to the customer base.
  • Experience working to KPI targets in a busy contact centre.
  • Recognised customer service training or qualification.

What we offer

  • [Pension contribution scheme]
  • [Holiday allowance — specify days]
  • [Flexible or hybrid working options where appropriate]
  • [On-the-job training and professional development]
  • [Discounts or employee perks]
  • [Performance-related bonus or incentives]

How to apply

Apply with your CV and any additional information requested. Make the interview process, closing date and any assessment stages clear where known.

Use this as a starting point rather than a final advert. The strongest version will reflect the real role, salary, location, systems, responsibilities, benefits and working arrangements.

What is a Customer Service Representative role?

A Customer Service Representative is the first point of contact for customers, handling enquiries and everyday account tasks across telephone, email and online channels. They interpret customer needs, provide accurate information, resolve straightforward problems and update records. Representatives follow company procedures, meet service-level targets and escalate complex matters to specialists, helping maintain customer satisfaction and retention.

Main channels

Phone, email and live chat are the most common ways customers will contact this role; social media or support portals may also be included.

Working patterns

Shifts may include early starts, late finishes or weekend cover depending on opening hours and customer needs.

Team interaction

Works closely with supervisors, technical teams and sales or fulfilment teams to resolve queries and complete transactions.

Typical Customer Service Representative responsibilities

Responsibilities should reflect the real scope of the vacancy rather than every task someone in this profession might ever complete.

01

Answer inbound calls

Answer inbound calls, emails and web chat promptly and professionally within agreed service levels.

02

Diagnose basic enquiries

Diagnose basic enquiries and provide accurate, clear information about products, services or policies.

03

Log all customer contacts

Log all customer contacts and outcomes in the CRM and maintain accurate records.

04

Progress

Progress, escalate or hand off complex or technical cases to the correct team and follow up until resolution.

05

Process routine transactions such as refunds

Process routine transactions such as refunds, order amendments and account updates in line with procedures.

06

Meet individual

Meet individual and team KPIs such as response time, resolution rate and customer satisfaction scores.

07

Contribute

Contribute to continuous improvement by identifying common issues and suggesting process or knowledge-base updates.

08

Support ad-hoc projects such as

Support ad-hoc projects such as product launches or customer communications when required.

Customer Service Representative skills and experience to look for

Keep the essential list focused on what the person really needs to perform the role. Move useful-but-trainable experience into desirable criteria.

ESSENTIAL

Usually worth prioritising

  • Clear, professional spoken and written English.
  • Previous experience in a customer-facing role or contact centre environment.
  • Good IT skills and comfort using web-based systems and CRM software.
  • Ability to handle multiple conversations or tasks and keep accurate records.
  • Customer-focused attitude with the ability to remain calm under pressure.
  • Right to work in the UK.
DESIRABLE

Useful where relevant

  • Experience with a CRM such as Salesforce, Zendesk or similar.
  • Experience handling live chat or social media customer contacts.
  • Additional language skills relevant to the customer base.
  • Experience working to KPI targets in a busy contact centre.
  • Recognised customer service training or qualification.
Building the rest of the vacancy?

See our guide to what to include in a job advert before publishing.

How to write a Customer Service Representative job advert

Small role-specific details can make the advert much easier for suitable candidates to assess.

01

Be specific about channels and hours

State whether the role covers phone, email, chat or social media and set out expected shift patterns so candidates can self-select.

02

Describe measurable outcomes

List the KPIs or targets you expect the role to meet (response times, CSAT, call handling) rather than vague performance phrases.

03

Use clear placeholders for employer details

Put [Location], [Salary range] and [Hours] in your advert so you can reuse the template across vacancies.

04

Highlight development opportunities

Mention training, progression routes or specialist roles available to attract candidates looking for a career, not just temporary work.

Customer Service Representative salary considerations

Pay for Customer Service Representatives varies by location, sector and the complexity of work. Rather than a single market figure, consider the factors below when setting a salary band for this role.

Location and cost of livingSalaries are often higher in city centres and areas with a higher cost of living.
Sector and complexitySpecialist sectors (financial services, technical support) or roles requiring regulatory knowledge usually command higher pay.
Hours and shift workOvernight, weekend or unsocial shift patterns typically attract premium pay or additional allowances.
Experience and skillsMore experienced representatives or those fluent in additional languages or CRM platforms are paid more.
BEFORE YOU PUBLISH
Example format£XX,XXX – £XX,XXX

depending on experience

  • Use a genuine range
  • Separate variable pay
  • Avoid “competitive” alone
  • Match salary to seniority

What Customer Service Representative candidates will want to know

Practical details can influence whether a suitable candidate applies, even when the title and salary are attractive.

What are the shift patterns and weekly hours?

Experienced candidates want to know start/finish times, weekend or evening requirements and whether rota flexibility is provided.

What training and induction will you provide?

Applicants expect to know how long induction lasts, on-the-job training and whether product or compliance training is included.

Which KPIs or targets will I be measured against?

Candidates want clarity on metrics like average handling time, first-contact resolution or customer satisfaction scores.

Which systems and tools will I use?

Knowing the CRM, call-logging or ticketing systems helps applicants assess how quickly they can be productive.

Is the role office-based, hybrid or remote?

State the working location model and any flexibility; many applicants prioritise hybrid options where practical.

What are the progression routes?

Candidates look for clear next steps such as senior advisor, team leader or specialist roles and the typical timeframes.

Where to post a Customer Service Representative job

This role suits broad UK job boards and specialist customer service or contact-centre sites. Include local job boards if you need candidates near a physical centre, and share the vacancy via professional networks and sector-specific groups for niche industries (for example financial or technical support). Consider advertising times that line up with peak job-search activity and use channels that allow clear presentation of shift patterns and working-location details.

Full-time / Part-time Shift work Hybrid / Remote options Local hires
Customer Service RepresentativeYour vacancy
Broad reach
Specialist audiences
Professional reach

Customer Service Representative job description FAQs

Do Customer Service Representatives need a specific qualification?

No formal national qualification is legally required for most customer service roles. Employers often prioritise communication skills, experience and right-to-work over formal qualifications, though industry-specific training can be an advantage.

How should I assess candidates for this role?

Use a mix of competency-based interview questions, a short role-play or written response to a common enquiry, and checks on past customer-service experience and references.

What checks should I carry out before hiring?

Carry out right-to-work checks as required by law, confirm identity, and perform references. Additional background checks may be appropriate for regulated sectors.

How long does it typically take to fill this role?

Time-to-hire varies by location and demand; simple local hires may be filled in a few weeks, while specialist or multilingual roles can take longer. Build time for shortlisting, interviews and testing into your timeline.

Should I include a salary range in the advert?

Yes. Listing a clear salary band improves applicant quality and increases trust, helping candidates self-select based on their expectations.

READY TO RECRUIT?

Use this template to create your advert

Copy the advert text and placeholders into your job board listing, adjust shift patterns, salary band and benefits, and include specific application instructions for candidates. If you need wider reach, consider posting to both general and contact-centre specialist boards.

Career Poster

Suite 192

792 Wilmslow Road

Didsbury

Manchester

M20 6UG