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O*NET-SOC 43-4051.00

Customer Service Representatives

Interact with customers to provide basic or scripted information in response to routine inquiries about products and services. May handle and resolve general complaints. Excludes individuals whose duties are primarily installation, sales, repair, and technical support.

From O*NET 30.3

Tasks

From O*NET 30.3, by importance, as O*NET OnLine lists them

Free · O*NET 30.3
  1. Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.Core18565
  2. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.Core2578
  3. Check to ensure that appropriate changes were made to resolve customers' problems.Core2580
  4. Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.Core2581
  5. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.Supplemental2579
  6. Determine charges for services requested, collect deposits or payments, or arrange for billing.Core2583
  7. Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.Core2584
  8. Refer unresolved customer grievances to designated departments for further investigation.Core2582
  9. Review insurance policy terms to determine whether a particular loss is covered by insurance.Supplemental2587
  10. Solicit sales of new or additional services or products.Supplemental2586
  11. Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.Supplemental2589
  12. Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.Supplemental2585
  13. Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.Supplemental2591

Technology Skills

From O*NET 30.3, 112 examples in 45 categories, 26 Hot Technology

Free · O*NET 30.3

Network conferencing software

  • Active Data Online WebChat
  • eStara Softphone
  • Parature eRealtime
  • Timpani Chat

Document management software

  • Adobe AcrobatHot Technology
  • Microsoft SharePointHot Technology

Graphics or photo imaging software

  • Adobe Creative Cloud softwareHot Technology
  • Adobe IllustratorHot Technology
  • Adobe PhotoshopHot Technology

Human resources software

  • ADP Workforce Now
  • Human resource management software HRMS
  • Oracle Taleo

Data base user interface and query software

  • Airtable
  • AS/400 Database
  • Customer service knowledge generation software
  • Data entry software
  • Database software
  • FileMaker Pro
  • Microsoft AccessHot Technology
  • Oracle DatabaseHot Technology
  • Stamps.com software
  • Yardi softwareHot Technology

Presentation software

  • Apple Keynote
  • Microsoft PowerPointHot Technology
  • Poll Everywhere

Operating system software

  • Apple macOSHot Technology
  • Handheld computer device software
  • Microsoft WindowsHot Technology

Customer relationship management CRM software

  • Applied Systems Vision
  • Austin Logistics CallSelect
  • Austin Logistics CallTech
  • Austin Logistics Valeo
  • Avidian Technologies Prophet
  • Blackbaud The Raiser's Edge
  • Customer account management software
  • Customer complaint ticketing management software
  • Customer service and support software
  • Hosted Support ezSupport Pro
  • Lynk Everest
  • Parature eTicket
  • Sales force automation software
  • Salesforce softwareHot Technology
  • Salesforce.com Salesforce CRM
  • Telemation e-CRM

Electronic mail software

  • Astute Solutions PowerCenter
  • IBM Notes
  • Microsoft Exchange
  • Microsoft OutlookHot TechnologyIn Demand

Access software

  • Citrix cloud computing software

Financial analysis software

  • Delphi Technology
  • Oracle E-Business Suite Financials

Cloud-based data access and sharing software

  • Dropbox
  • Google Drive
  • SlackHot Technology

Voice recognition software

  • DSC Pacer Interactive Voice Response System

Web page creation and editing software

  • FacebookHot Technology
  • Google Sites
  • LinkedIn
  • Social media sites

Video conferencing software

  • FaceTime
  • Google Meet
  • LogMeIn GoToMeeting
  • ZoomHot Technology

Accounting software

  • Fund accounting software
  • Intuit QuickBooksHot Technology
  • Sage 50 Accounting
  • Tax software

Word processing software

  • Google DocsHot Technology
  • Microsoft OneNote
  • Microsoft WordHot Technology

Instant messaging software

  • GroupMe

Medical software

  • Healthcare common procedure coding system HCPCS
  • Medical condition coding software
  • Medical procedure coding software
  • MEDITECH softwareHot Technology

Business intelligence and data analysis software

  • IBM Cognos Impromptu

Communications server software

  • IBM Domino
  • ShoreTel

Enterprise system management software

  • IBM Power Systems software

Materials requirements planning logistics and supply chain software

  • iShip

Helpdesk or call center software

  • j2 Global Communications onebox

Time accounting software

  • Kronos Workforce TimekeeperHot Technology

Information retrieval or search software

  • LexisNexis

Point of sale POS software

  • Main Street Softworks Monetra

Transaction security and virus protection software

  • McAfee
  • NortonLifeLock cybersecurity software

Enterprise resource planning ERP software

  • Microsoft Dynamics
  • Microsoft Dynamics GP
  • NetSuite ERP
  • Oracle JD Edwards EnterpriseOne
  • Oracle PeopleSoftHot Technology
  • Sage MAS 200 ERP
  • SAP Business Objects
  • SAP softwareHot Technology

Spreadsheet software

  • Microsoft ExcelHot TechnologyIn Demand

Internet browser software

  • Microsoft Internet Explorer

Office suite software

  • Microsoft Office softwareHot TechnologyIn Demand

Desktop publishing software

  • Microsoft Publisher

Project management software

  • Microsoft TeamsHot Technology

Contact center software

  • Multi-channel contact center software
  • Timpani Contact Center
  • Timpani Email

Multi-media educational software

  • Nearpod

Fax software

  • Open Text Fax Server, RightFax Edition

Computer based training software

  • Padlet

Data base reporting software

  • SAP Crystal Reports

Desktop communications software

  • Skype

Backup or archival software

  • SugarSync

Mobile messaging service software

  • Unified messaging software

Network security and virtual private network VPN equipment software

  • Virtual private networking VPN software

Internet protocol IP multimedia subsystem software

  • Voice over internet protocol VoIP system software

Video creation and editing software

  • YouTube

Detailed Work Activities

From O*NET 30.3, under their work activities; open one for the AI skills Workforce Automation maps to it

Free · O*NET 30.3

Processing Information

  • Verify accuracy of financial or transactional data.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Evaluating Information to Determine Compliance with Standards

  • Review customer insurance information.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Making Decisions and Solving Problems

  • Calculate costs of goods or services.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Documenting/Recording Information

  • Maintain financial or account records.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Prepare documentation for contracts, transactions, or regulatory compliance.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Interpreting the Meaning of Information for Others

  • Discuss goods or services information with customers or patrons.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Communicating with People Outside the Organization

  • Provide notifications to customers or patrons.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Assisting and Caring for Others

  • Refer customers to appropriate personnel.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Selling or Influencing Others

  • Promote products, services, or programs.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Performing for or Working Directly with the Public

  • Respond to customer problems or complaints.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Providing Consultation and Advice to Others

  • Recommend packing or shipping methods.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Performing Administrative Activities

  • Execute sales or other financial transactions.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Process customer bills or payments.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Monitoring and Controlling Resources

  • Collect deposits, payments or fees.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Job Zone

From O*NET 30.3

Free · O*NET 30.3

Job Zone 1-2: Very Little to Some Preparation Needed

Workforce Automation analysis, not part of the source

WFA coverage: AI skills for this job

WFA · Part of the paid plan when accounts open

Pilot mapping: these skill links come from our seed list and haven’t been reviewed yet. Expect them to change as each one is checked.

DWAs covered by an AI skill0 of 14
Distinct tools0
Level mix
  • No tools yet

Equivalents

NICE work roles, with their DCWF equivalents

Mapped to this job by the ETO-CSET NICE/O*NET crosswalk (2024); roles from NICE Framework Components v2.2.0, DCWF equivalents from DoD DCWF Tool v5.3 (2026-09-25)

Free · NICE Framework Components v2.2.0 and DoD DCWF Tool v5.3 (2026-09-25)

No NICE work role maps to this job.