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.

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.


Investment dictionary. . 2012.

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