Client Facing

AAA

DEFINITION of 'Client Facing'

A type of business role where the employee interacts directly with the customer, in person. Client-facing functions are important and are used to understand the client's needs or to solve problems a computer would have too much difficulty doing. Many companies will automate or outsource this function if it can save expenses.

INVESTOPEDIA EXPLAINS 'Client Facing'

Client-facing jobs would include the personal financial planner where the client talks and explains the goals and investment needs. Both sides use this interaction to decide if or how the needs can be met.

RELATED TERMS
  1. Account Supervisor

    An individual who oversees the handling of corporate client accounts ...
  2. Chartered Retirement Planning Counselor ...

    A professional designation awarded by the College for Financial ...
  3. Account Executive

    This term refers a person who has primary responsibility for ...
  4. Due Diligence Meeting

    The process of careful investigation by an underwriter to ensure ...
  5. Marketing

    The activities of a company associated with buying and selling ...
  6. Registered Investment Advisor - ...

    An advisor or firm engaged in the investment advisory business ...
RELATED FAQS
  1. If I retire in the Philippines, will I be able to work or start a small business?

    Foreign retirees entering the Philippines with plans to become permanent residents may start a business or work once they ... Read Full Answer >>
  2. How do companies calculate the estimated duration of a new project?

    Different kinds of companies use different techniques to estimate project duration. For internal projects, estimation requires ... Read Full Answer >>
  3. What are the biggest stadium naming rights deals of all time?

    The top three stadium naming rights deals of all time were all for stadiums hosting New York City teams. The largest was ... Read Full Answer >>
  4. What are some good resources to help entrepreneurs develop a business model?

    There are a number of resources available for entrepreneurs developing business models. Online resources provided by bloggers, ... Read Full Answer >>
  5. What's the difference between a financial plan and a financial forecast?

    Selecting the appropriate business structure for a new company can present challenges to an entrepreneur. Considerations ... Read Full Answer >>
  6. What are some examples of how corporations manage short-term investments?

    One of the easiest ways for a business owner to reduce liability is to incorporate as a legal entity to enjoy the protection ... Read Full Answer >>
Related Articles
  1. Professionals

    How To Target Ideal Customers

    Expand your definition of a lucrative client and uncover a new realm of possibilities.
  2. Brokers

    Catching Comeback Stocks For Clients

    We'll give you the clues you need to assess which stocks can make a turnaround.
  3. Brokers

    Deal Effectively With Difficult Clients

    Learn how to tame the most shrewish clients with these simple methods.
  4. Retirement

    Find Your Niche Market

    Determine which clients suit you and build your business around them.
  5. Options & Futures

    Tips For Resolving Disputes With Your Financial Advisor

    Before you blame your advisor for your losses, be sure you know your rights and responsibilities.
  6. Retirement

    Are You A Good Client?

    Investing is a team sport in which the client and financial professional must work together.
  7. Retirement

    Cold Call Without Getting The Cold Shoulder

    Learn how to warm up prospective clients to your business and your abilities.
  8. Economics

    Explaining the Cash Budget

    A cash budget is a plan for the inflows and outflows of cash for a business or an individual.
  9. Entrepreneurship

    Can I Become An Angel Investor?

    Because of SEC rules, you already need significant assets to become an angel investor.
  10. Economics

    Tech Startup Momentum Being Generated In Detroit

    Rising from the ashes in the once proud auto-manufacturing City of Detroit is a rapidly emerging tech startup scene that could prove to be its salvation.

You May Also Like

Hot Definitions
  1. Unlevered Beta

    A type of metric that compares the risk of an unlevered company to the risk of the market. The unlevered beta is the beta ...
  2. Moving Average - MA

    A widely used indicator in technical analysis that helps smooth out price action by filtering out the “noise” from random ...
  3. Yield Curve

    A line that plots the interest rates, at a set point in time, of bonds having equal credit quality, but differing maturity ...
  4. Productivity

    An economic measure of output per unit of input. Inputs include labor and capital, while output is typically measured in ...
  5. Variance

    The spread between numbers in a data set, measuring Variance is calculated by taking the differences between each number ...
  6. Terminal Value - TV

    The value of a bond at maturity, or of an asset at a specified, future valuation date, taking into account factors such as ...
Trading Center