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Become An Account Services Specialist

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Working As An Account Services Specialist

  • Getting Information
  • Interacting With Computers
  • Communicating with Persons Outside Organization
  • Communicating with Supervisors, Peers, or Subordinates
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $59,413

    Average Salary

What Does An Account Services Specialist Do

Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.

Duties

Customer service representatives typically do the following:

  • Listen to customers’ questions and concerns, and provide answers or responses
  • Provide information about products and services
  • Take orders, calculate charges, and process billing or payments
  • Review or make changes to customer accounts
  • Handle returns or complaints
  • Record details of customer contacts and actions taken
  • Refer customers to supervisors or more experienced employees

Customer service representatives answer questions or requests from customers or the public. They typically provide services by phone, but some also interact with customers face to face, by email, or live chat.

The specific duties of customer service representatives vary by industry. For example, representatives who work in banks may answer customers’ questions about their accounts. Representatives who work for utility and communication companies may help customers with service problems, such as outages. Those who work in retail stores often handle returns, process refunds, and help customers locate items. Some representatives make changes to customers’ accounts, such as updating addresses or canceling orders. Although selling is not their main job, some representatives may help generate sales while providing information about a product or service.

Customer service representatives typically use a telephone, computer, and other office equipment. For example, representatives who work in call centers answer phone calls and use computers to review and select standard responses from a list of options. Those employed in retail stores use registers to process returns or orders.

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How To Become An Account Services Specialist

Customer service representatives typically need a high school diploma and receive on-the-job training to learn the specific skills needed for the job. They should be good at communicating and interacting with people and have some experience using computers.

Education

Customer service representatives typically need a high school diploma.

Training

Customer service representatives usually receive short-term on-the-job training, lasting 2 to 3 weeks. Those who work in finance and insurance may need several months of training to learn more complicated financial regulations.

General customer-service training may focus on procedures for answering questions, information about a company’s products and services, and computer and telephone use. Trainees often work under the guidance of an experienced worker for the first few weeks of employment.

In certain industries, such as finance and insurance, customer service representatives must remain current with changing regulations.

Licenses, Certifications, and Registrations

Customer service representatives who provide information about finance and insurance may need a state license. Although licensing requirements vary by state, they usually include passing a written exam. Some employers and organizations may provide training for these exams.

Important Qualities

Communication skills. Customer service representatives must be able to provide information in writing, by phone, or in person so that customers can understand them.

Customer-service skills. Representatives help companies retain customers by answering their questions and complaints in a helpful and professional manner.

Interpersonal skills. Representatives should be able to create positive interactions with customers.

Listening skills. Representatives must listen carefully and understand a customer’s situation in order to assist them.

Patience. Representatives should be patient and polite, especially when interacting with dissatisfied customers.

Problem-solving skills. Representatives must determine solutions to a customer’s problem. By resolving issues effectively, representatives contribute to customer loyalty and retention.

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Account Services Specialist Career Paths

Account Services Specialist
Service Supervisor Service Manager General Manager
Account Manager
5 Yearsyrs
Specialist Analyst Finance Analyst
Accounting Manager
8 Yearsyrs
Collector Collections Representative Office Manager
Administrative Manager
6 Yearsyrs
Collector Security Officer Night Auditor
Assistant General Manager
5 Yearsyrs
Account Manager Sales Manager Office Manager
Business Manager
7 Yearsyrs
Technical Support Specialist Operations Manager Bookkeeper
Business Office Manager
8 Yearsyrs
Technical Support Specialist Specialist Account Manager
Client Services Manager
7 Yearsyrs
Supervisor Sales Consultant Internet Sales Manager
Customer Relations Manager
5 Yearsyrs
Account Executive Sales Manager
Director Of Sales
10 Yearsyrs
Accounts Receivable Specialist Staff Accountant Finance Analyst
Finance Manager
7 Yearsyrs
Specialist Case Manager Program Manager
Product Manager
7 Yearsyrs
Account Executive Sales Consultant Sales Manager
Regional Sales Manager
9 Yearsyrs
Staff Accountant Business Manager Account Executive
Relationship Manager
6 Yearsyrs
Accounts Receivable Specialist Accountant Account Manager
Sales Account Manager
6 Yearsyrs
Analyst Business Analyst Product Manager
Sales And Marketing Manager
6 Yearsyrs
Analyst Program Manager Business Development Manager
Senior Account Manager
7 Yearsyrs
Service Supervisor Operations Manager
Site Manager
7 Yearsyrs
Account Manager Account Executive
Territory Manager
7 Yearsyrs
Staff Accountant Finance Manager Sales Manager
Territory Sales Manager
7 Yearsyrs
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Help others decide if this is a good career for them

Average Length of Employment
Account Associate 2.8 years
Service Specialist 2.7 years
Account Specialist 2.7 years
Center Specialist 2.6 years
Top Careers Before Account Services Specialist
Teller 8.0%
Internship 4.0%
Associate 2.8%
Cashier 2.8%
Top Careers After Account Services Specialist
Specialist 6.2%
Teller 4.2%
Supervisor 3.3%
Internship 3.3%

Do you work as an Account Services Specialist?

Account Services Specialist Demographics

Gender

Female

66.3%

Male

31.5%

Unknown

2.2%
Ethnicity

White

60.3%

Hispanic or Latino

17.2%

Black or African American

12.2%

Asian

7.1%

Unknown

3.3%
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Foreign Languages Spoken

Spanish

77.5%

French

10.0%

Japanese

5.0%

Vietnamese

2.5%

Russian

2.5%

Korean

2.5%
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Account Services Specialist Education

Schools

University of Phoenix

28.1%

Columbus State University

7.4%

Liberty University

5.9%

University of Rhode Island

4.4%

Ashford University

4.4%

Strayer University

4.4%

Southern New Hampshire University

4.4%

California State University - Sacramento

3.7%

Midlands Technical College

3.7%

Columbus Technical College

3.7%

University of North Dakota

3.0%

Wayne State University

3.0%

Michigan State University

3.0%

Troy University

3.0%

College of Charleston

3.0%

Seminole State College of Florida

3.0%

Texas A&M University

3.0%

University of Kentucky

3.0%

University of Wisconsin - Milwaukee

3.0%

Central Texas College

3.0%
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Majors

Business

36.6%

Accounting

11.8%

Communication

4.8%

Finance

4.6%

Health Care Administration

4.6%

Human Resources Management

4.1%

Marketing

3.9%

Criminal Justice

3.7%

General Studies

2.7%

Nursing

2.7%

Psychology

2.7%

Management

2.3%

Political Science

2.3%

Liberal Arts

2.1%

Education

2.1%

Sociology

2.1%

English

1.7%

History

1.7%

Computer Information Systems

1.7%

Medical Assisting Services

1.5%
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Degrees

Bachelors

44.9%

Other

25.0%

Masters

13.0%

Associate

11.1%

Certificate

3.2%

License

1.1%

Diploma

1.1%

Doctorate

0.7%
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Account Services Specialist Videos

Careers in Cybersecurity- Expert Advice From BlackHat & DEFCON

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Top Skills for An Account Services Specialist

  1. Customer Service
  2. Billing Issues
  3. New Accounts
You can check out examples of real life uses of top skills on resumes here:
  • Provide outstanding customer service using superior communication skills to better understand customer concerns and to assess their needs.
  • Resolved billing issues and worked with other departments to make corrections and necessary changes.
  • Coordinate with broker dealers, custodians, and money managers to open new accounts, process contributions, terminations and withdrawals.
  • Answer inbound telephone calls and written inquiries from providers regarding the status of their claim(s).
  • Performed hardware and software installations and repairs while providing high-level customer care, training, and technical support.

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Account Services Specialist Videos

Careers in Cybersecurity- Expert Advice From BlackHat & DEFCON

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