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. Registered Investment Advisor - ...

    An advisor or firm engaged in the investment advisory business ...
  5. Due Diligence Meeting

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

    The activities of a company associated with buying and selling ...
Related Articles
  1. How To Target Ideal Customers
    Professionals

    How To Target Ideal Customers

  2. Catching Comeback Stocks For Clients
    Brokers

    Catching Comeback Stocks For Clients

  3. Deal Effectively With Difficult Clients
    Brokers

    Deal Effectively With Difficult Clients

  4. Find Your Niche Market
    Retirement

    Find Your Niche Market

comments powered by Disqus
Hot Definitions
  1. Market Segmentation

    A marketing term referring to the aggregating of prospective buyers into groups (segments) that have common needs and will ...
  2. Effective Annual Interest Rate

    An investment's annual rate of interest when compounding occurs more often than once a year. Calculated as the following: ...
  3. Debit Spread

    Two options with different market prices that an investor trades on the same underlying security. The higher priced option ...
  4. Odious Debt

    Money borrowed by one country from another country and then misappropriated by national rulers. A nation's debt becomes odious ...
  5. Takeover

    A corporate action where an acquiring company makes a bid for an acquiree. If the target company is publicly traded, the ...
  6. Harvest Strategy

    A strategy in which investment in a particular line of business is reduced or eliminated because the revenue brought in by ...
Trading Center