A step-by-step guide on how to become a customer service representative.

Step 1

Is being a customer service representative for me?

Step One Photo

The first step to choosing a career is to make sure you are actually willing to commit to pursing the career. You don’t want to waste your time doing something you don’t want to do. If you’re new here, you should read about:

Overview
What do customer service representatives do?
Career Satisfaction
Are customer service representatives happy with their careers?
Personality
What are customer service representatives like?

Still unsure if becoming a customer service representative is the right career path? Take the free CareerExplorer test to find out if this career is in your top matches. Perhaps you are well-suited to become a customer service representative or another similar career!

Described by our users as being “shockingly accurate”, you might discover careers you haven’t thought of before.

Frequently Asked Questions

How to become a Customer Service Representative

Customer service representatives typically have at least a high school diploma and are usually trained on the job. An increasing number of customer service representatives receive training in a classroom setting and also through shadowing another customer service representative. Training usually lasts about two to three weeks, although it can last as long as several months. This training generally focuses on the company and its products, customers’ most commonly asked questions, and the computer and telephone systems the representatives will be using. New workers may handle easier questions or complaints and receive extra supervision and support.

Some customer service representatives are expected to update their training regularly. This is particularly true of workers in industries such as banking, in which regulations and products are continually changing. Some customer service representatives may need some college education or an associate’s or bachelor’s degree, as employers increasingly demand a more skilled workforce. Those who answer questions about insurance or financial services often need a license. Licensure requirements vary, but usually include passing a written exam. Some employers may provide training for these exams.