Job description Maintain updated knowledge of the organization's products, services, and customer service policies Document customer interactions when necessary, compiling documents and forwarding information to interested parties Explain simply and clearly in response to customer questions and check for customer understanding and acceptance Recommend new products or services or make suggestions for improvements by identifying relevant features and benefits Assist clients by demonstrating the use of goods and programs and answering any questions they may have Participate in training opportunities provided by the organization or by outside entities Establish and maintain good rapport with customers by using positive language and anticipating their needs.