How To Become An Account Services Specialist: What It Is and Career Path

What is an account services specialist and how to become one

Updated January 8, 2025

4 min read

An account services specialist focuses on the management and maintenance of client accounts. They are typically the first point of contact for a company's clients for all matters related to their account. They handle answering customer queries, resolving complaints, scheduling meetings, creating price quotes, updating account information, and preparing reports. An account services specialist is the link between a company and its products and services.

Account services specialists work closely with managers and professionals from other departments to better manage their client accounts and meet company objectives at the same time. To succeed in their role, they should have customer service skills, the ability to multitask, communication skills, decision-making skills, organizational skills, and attention to detail.

Account services specialists usually work 40 hours a week Monday to Friday from 9 to 5. Their role involves a bit of traveling when they go to meet with clients. They may also work through the weekends and late hours whenever they need to resolve an urgent client issue.

ScoreAccount Services SpecialistUS Average

Salary

2.8

Avg. Salary $36,202

Avg. Salary $59,228

Stability level

5.9

Growth rate -4%

Growth rate 0.3%

Diversity

9.5

Race

American Indian and Alaska Native 0.67%

Asian 7.06%

Black or African American 12.21%

Hispanic or Latino 20.54%

Unknown 5.15%

White 54.38%

Gender

female 66.59%

male 33.41%

Age - 39

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 39

Stress level

5.9

Stress level is manageable

7.1 - high

Complexity level

6.6

Complexity level is challenging

7 - challenging

Work life balance

6.5

Work life balance is good

6.4 - fair

Key steps to become an account services specialist

Explore account services specialist education requirements

Most common account services specialist degrees

Bachelor's

56.1 %

Associate

19.0 %

High School Diploma

13.9 %

Start to develop specific account services specialist skills

Skills	Percentages
Patients	11.10%
Strong Customer Service	8.79%
Customer Accounts	6.29%
PowerPoint	5.51%
Client Facing	4.83%

Complete relevant account services specialist training and internships

Accountants spend an average of 6-12 months on post-employment, on-the-job training. New account services specialists learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as an account services specialist based on U.S. Bureau of Labor Statistics data and data from real account services specialist resumes.

Research account services specialist duties and responsibilities

Manage customer relations with internal personnel, group administrators, brokers and members as related to Medicare insurance.
Research and prepare all training material using PowerPoint slides.
Create PowerPoint presentations and memos, weekly, for training and company updates.
Submit payment investigations, process and review loan requests, post payments, wire transfers and ACH payments.

Prepare your account services specialist resume

When your background is strong enough, you can start writing your account services specialist resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on an account services specialist resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable account services specialist resume templates

Build a professional account services specialist resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your account services specialist resume.