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. No results found.
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

    Cold Call Without Getting The Cold Shoulder

    Learn how to warm up prospective clients to your business and your abilities.
  7. Retirement

    Are You A Good Client?

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

    What does C-Suite Mean?

    C-Suite is a slang term used to describe the highest level senior executives of a corporation. This is the decision-making, power center of a company. These individuals are usually paid well, ...
  9. Entrepreneurship

    Go To College Or Become An Entrepreneur?

    The rising cost of higher education and high unemployment rate following the Great Recession has caused many young people to question the value of college.
  10. Entrepreneurship

    How to Make Money with YouTube

    YouTube is the third most visited site in the world, and numerous people are making money thanks to the site's popularity. Here's how you can do it.

You May Also Like

Hot Definitions
  1. Sunk Cost

    A cost that has already been incurred and thus cannot be recovered. A sunk cost differs from other, future costs that a business ...
  2. Technical Skills

    1. The knowledge and abilities needed to accomplish mathematical, engineering, scientific or computer-related duties, as ...
  3. Prepaid Expense

    A type of asset that arises on a balance sheet as a result of business making payments for goods and services to be received ...
  4. Gordon Growth Model

    A model for determining the intrinsic value of a stock, based on a future series of dividends that grow at a constant rate. ...
  5. Cost Accounting

    A type of accounting process that aims to capture a company's costs of production by assessing the input costs of each step ...
  6. Law Of Supply

    A microeconomic law stating that, all other factors being equal, as the price of a good or service increases, the quantity ...
Trading Center