How to become a Customer Service Representative

Customer service representatives typically need a high school diploma or equivalent and receive on-the-job training to learn the specific skills needed for the job. They should be good at communicating and interacting with people and should be adept at using computers.

Customer service representatives usually receive short-term on-the-job training, which typically lasts 2 to 4 weeks. Those who work in finance and insurance may need several months of training to learn complicated financial regulations.

Customer service representatives who provide information about finance and insurance may need a state license. Although licensing requirements vary by state, they usually include passing an exam. Some employers and organizations provide training for these exams.