Log In

Don't have an account? Sign up now

Lost Password?

Sign Up

JOB DESCRIPTION LIBRARY

Customer Services Job Description Templates

This hub contains ready-to-use job-description templates for front-line and management customer services roles, from Call Centre Agent and Complaints Handler to Customer Success Manager and Customer Service Manager. Use the templates to compare levels of responsibility, pick the right core duties and adapt channel- and industry-specific requirements (phone, email, chat, social) so the advert matches the day-to-day role and desired seniority.

CUSTOMER SERVICES TEMPLATE HUB11 templates

Find the closest role, then make it yours.

Start with the job title that best matches your vacancy and edit the responsibilities, requirements, salary, working pattern and benefits before publishing.

Call Centre Agent Complaints Handler Customer Service Advisor Customer Service Administrator Customer Care Coordinator Customer Service Agent
QUICK ANSWER

What should a customer services job description include?

Start with the purpose of the role and the main customer channels the person will handle (phone, email, chat, social). Then list key duties, the performance measures (KPIs), required experience and any shift or hours expectations so candidates know what you will actually ask them to do.

SECTOR OVERVIEW

Hiring for customer services roles

Customer services roles vary by channel, scope and seniority. Entry-level roles such as Customer Service Assistant or Call Centre Agent focus on transactional work and scripted responses across high-volume channels and operate to tight KPIs. Specialist roles such as Complaints Handler or Customer Success Manager require deeper product knowledge, negotiation and relationship-building skills, and often work across fewer, higher-value accounts. Coordinator and administrator posts concentrate on back-office support, process running and case management, while managers design team workflows, oversee performance, handle escalations and drive service improvement. When writing descriptions, reflect the candidate’s expected autonomy, decision-making level and the customer groups they will support (consumer, SME, enterprise).

Channel and workload focus

Different templates reflect whether a role is phone-heavy, chat-first, email-focused or omni-channel, and whether the emphasis is on high-volume handling or low-volume complex cases.

Seniority and influence

Titles imply levels of responsibility: assistants and agents for execution, coordinators and administrators for process control, managers and success roles for strategy, escalation and team performance.

Confirm which customer channels (phone, chat, email, social) the candidate must handle and whether multi-channel experience is essential.
Check availability and shift pattern requirements, including evenings, weekends or bank holidays and any rota flexibility.
Assess communication and empathy skills with a short phone assessment or situational questions in the application.
Verify experience with your CRM or ticketing system (or willingness to learn), and any reporting experience for metrics.
Decide if role needs language skills, technical product knowledge, or sector exposure (telecoms, finance, utilities) and screen accordingly.
Agree performance measures up front: average handling time, first-contact resolution, customer satisfaction targets or cases closed.
EMPLOYER GUIDE

How to write a better customer services job advert

The template gives you the structure. These details are what make the finished advert more useful to the right candidates.

01

Lead with customer impact

Open the description with why the role exists and the type of customers they’ll help so applicants immediately see the purpose and customer outcomes expected.

02

Be explicit about channels and volumes

State typical daily call/chat/email volumes or the expected mix of channels—candidates need to know whether the role is high-volume transactional or low-volume specialist.

03

Set clear KPIs and success criteria

List the performance measures you’ll use (CSAT, NPS, resolution rates, AHT) and whether there are sales or retention targets to avoid surprises later.

04

Clarify shift patterns and flexibility

Specify core hours, shift rotas, remote vs on-site expectations and any requirement for overtime or weekend cover.

05

Name systems and competencies

Highlight the CRM, telephony or support platforms used and the level of technical knowledge required so applicants self-select appropriately.

06

Describe progression and training

Mention induction, ongoing training and typical career paths inside your business to attract candidates who want development.

SALARY

Customer Services salary considerations

Instead of fixed figures, set salary bands based on role seniority, local labour market and the hours or shift premiums required. Customer services pay is influenced by skill level, channel complexity and additional incentives such as bonuses or commission for sales/retention roles.

Before publishing, check that the advert explains:
  • Match pay to the role’s seniority, autonomy and required experience rather than the job title alone.
  • Adjust for location and local cost-of-living or remote-working allowances if applicable.
  • Account for shift premiums, unsocial-hours allowances or weekend pay where rotas require them.
  • Include any commission, bonuses or OTE elements for sales-focused or retention positions and explain how they’re earned.
  • Consider additional benefits that matter in this sector: training, progression routes, flexible working and wellbeing support.
WHERE TO ADVERTISE

Where to post customer services jobs

Customer services vacancies suit a mix of channels. Use general job boards for broad reach, sector or regional boards for targeted hires, and social media (LinkedIn, Facebook) to reach passive candidates. For high-volume intake, consider recruitment agencies or multi-posting services; for specialist or multilingual hires, partner with colleges, local community groups or industry forums. Employee referrals and internal vacancy notices are effective for fast hires and retaining institutional knowledge.

Job boards Social media Recruitment agencies Employee referrals

Think about candidate reach in layers

Broad job-board reachUseful when the role has a large candidate market and you want wide UK exposure.
Specialist audiencesUseful for more specialised experience or harder-to-fill requirements.
Professional reachUseful for experienced or senior hires where passive candidates may matter.
FREQUENTLY ASKED QUESTIONS

Customer Services job description FAQs

Do customer service roles need formal qualifications?

Not usually; many front-line roles prioritise communication, empathy and on-the-job training. Certain specialist sectors (regulated finance, healthcare) or technical support roles may prefer or require formal qualifications—specify these only where genuinely necessary.

How do I choose between 'advisor', 'agent' and 'representative'?

Use titles to reflect scope: 'Agent' or 'assistant' for transactional, high-volume work; 'advisor' or 'representative' for roles requiring product knowledge and more decision-making; 'manager' or 'success' for leadership, strategy and account ownership.

What KPIs should I include in the job description?

Common KPIs are customer satisfaction (CSAT), first-contact resolution, average handling time and adherence to schedule. Choose measures that align with your service model and be clear whether targets are indicative or mandatory.

Should I advertise a customer service role as remote or on-site?

Decide based on the tooling and supervision you require, customer data security and interaction type. Hybrid models suit many organisations; state any on-site attendance requirements for training, team days or secure systems.

How do I screen candidates for customer service skills quickly?

Use short phone/video screenings and situational questions in the application to assess communication, empathy and problem-solving. Practical exercises, like a sample email response or role-play, help validate real-world capability before interview.

READY TO RECRUIT?

Ready to post your Customer Services role?

Choose a template that matches the role’s channel mix and seniority, tailor the KPIs and shift details, then post widely to reach the right candidates. If you’d like help writing or distributing the advert, our team can create and post your job for you.

Career Poster

Suite 192

792 Wilmslow Road

Didsbury

Manchester

M20 6UG