Automatically apply for jobs with Zippia

Upload your resume to get started.

Account services specialist skills for your resume and career

Updated January 8, 2025

5 min read

Quoted experts

Francisco Depusoir,

Francisco Depusoir

Account services specialist example skills

Below we've compiled a list of the most critical account services specialist skills. We ranked the top skills for account services specialists based on the percentage of resumes they appeared on. For example, 11.1% of account services specialist resumes contained patients as a skill. Continue reading to find out what skills an account services specialist needs to be successful in the workplace.

15 account services specialist skills for your resume and career

1. Patients

Here's how account services specialists use patients:

Verify Medicare, Insurance and Medicaid eligibility on patients.
Process refund for the patients as well as other facilities within the Saint Luke s Health system.

2. Strong Customer Service

Here's how account services specialists use strong customer service:

Demonstrate strong customer service skills by consistently connecting with customer and providing prompt, accurate and thorough responses to all inquiries.
Interacted with bank management as well as customers; utilized strong customer service to increase rapport with clients.

3. Customer Accounts

Here's how account services specialists use customer accounts:

Organized customer accounts and managed inbound documents, ensuring correct processing, and clarifying budget information.
Opened commercial customer accounts and audited new business and account documentation.

4. PowerPoint

Here's how account services specialists use powerpoint:

Created PowerPoint presentations and memos, weekly, for training and company updates.
Researched and prepared all training material using PowerPoint slides.

5. Client Facing

Here's how account services specialists use client facing:

Managed service delivery for multiple fortune 100/500 COBRA/FSA clients (client facing).
Train Customer Success Specialists and other client facing employees to maintain a consistent outward message and improve relations between departments.

6. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how account services specialists use outbound calls:

Initiate outbound calls to correct credit card payment errors, to determine appropriate account number etc.
Executed outbound calls to existing customer base resulting in increased revenue.

Choose from 10+ customizable account services specialist resume templates

Build a professional account services specialist resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your account services specialist resume.

7. Account Management

The process of strengthening the relationship between a company and client is called account management. Effective account management has two key objectives, one is to retain loyal customers and the second one is to help the company grow by creating connections with new customers.

Here's how account services specialists use account management:

Directed strategic initiatives and led operations of 3 critical organizations: National Account Management, Print Production Management and Customer Service.
Account Management - Performed account reconciliation and notification to Corporate Customers of daily transfer amounts to Citigroup.

8. Past Due Accounts

A credit card account in a bank or any other financial association that is past due in payment is called a past due account. Past due account holders are required to recompense their scheduled payments to the bank or their creditor. The more credit account holders are due, the more they are compelled by their lender to make the payment.

Here's how account services specialists use past due accounts:

Locate and monitor overdue accounts for Competitive Local Exchange Carriers, using computers systems of both carriers.
Contributed to the reduction of past due accounts to a 1.2% on the receivables.

9. HIPAA

Here's how account services specialists use hipaa:

Completed HIPAA Training for protection of confidential user information.
Processed HIPAA system configuration and implementation.

10. Inbound Calls

Here's how account services specialists use inbound calls:

Receive Inbound calls to ensure excellent customer satisfaction and excellent customer service.
Answered inbound calls and assisted executive sales representative.

11. Financial Institutions

Financial Institutions come in all sizes, forms, and are meant for all sorts of purposes. Some only keep money, some only trade it, some focus on extending loans, some work with only other financial corporations or regular business and companies, and some are built to be useful and multi-purpose. A central bank, for example, is a banking institution meant to keep an eye on other banks and ensure that no laws or rules are broken or bent.

Here's how account services specialists use financial institutions:

Transferred and distributed retirement funds to and from other financial institutions.
Facilitated all transfers of assets requests from other financial institutions to mutual funds at the Gemini Transfer Agency daily.

12. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how account services specialists use product knowledge:

Provided information on policies, fund performance, product knowledge, and limited software applications support and problem resolution.
Provided assistance with the training of new hires on system requirements and product knowledge.

13. Customer Support

Here's how account services specialists use customer support:

Mediated customer tensions; provided customer support in billing and retention.
Provided advanced customer support on large corporate accounts such as Pepsi, Hilton Hotels, Marriot.

14. Issue Resolution

Issue resolution refers to a set of processes that can be used to resolve an issue, conflict, dispute, or claim, and the ability to deal with the problems that need to be resolved, the decisions that need to be made, and the risks that need to be mitigated. Essentially, an issue resolution process intends to make it easier for people to come to a resolution following an issue.

Here's how account services specialists use issue resolution:

Provide 100% issue resolution and excellent customer service to all customer initiated phone calls.
Achieved monthly call volume, issue resolution, and call time quotas and metrics.

15. EDI

Here's how account services specialists use edi:

Coordinated services for new software clients to help ensure efficient implementation of EDI software.
Process and reconcile special customers' orders such as Amazon, Petco, and Petsmart through EDI system.

5 Account Services Specialist resume examples

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 5+ resume templates to create your account services specialist resume.

Create my resume

Build a professional resume in minutes using this template.

What skills help Account Services Specialists find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on account services specialist resumes?

Francisco Depusoir

Associate Professor of Accounting, University of the Virgin Islands

The following skills could open the door to various opportunities for an accounting graduate on their resume.
-Excellent analytical skills
-Knowledge of Microsoft Excel
-Knowledge of Quickbooks

What soft skills should all account services specialists possess?

Francisco Depusoir

Associate Professor of Accounting, University of the Virgin Islands

-Analytical and problem-solving skills
-Strong written and oral communication
-Critical thinking
-Time Management
-Active learning
-Organization and attention to detail

What hard/technical skills are most important for account services specialists?

Francisco Depusoir

Associate Professor of Accounting, University of the Virgin Islands

-Basic knowledge of Generally Accepted Accounting Principles (GAAP)
-Experience with business intelligence software.
-Independent research skills.
-Data management abilities.
-Preparation and understanding of financial statements.

Do you want to know more?

List of account services specialist skills to add to your resume

The most important skills for an account services specialist resume and required skills for an account services specialist to have include:

Patients
Strong Customer Service
Customer Accounts
PowerPoint
Client Facing
Outbound Calls
Account Management
Past Due Accounts
HIPAA
Inbound Calls
Financial Institutions
Product Knowledge
Customer Support
Issue Resolution
EDI
Computer System

Billing Issues
Customer Calls
Customer Inquiries
Credit Card Payments
Quality Customer Service
Billing Problems
Customer Issues
Customer Retention
ACH
Client Accounts
Delinquent Accounts
Technical Issues
Financial Transactions
Payment Arrangements
Account Maintenance
A/R

IRS
Account Activation
Commercial Loans
Medicaid
State Regulations
Subpoenas
Customer Complaints
Wire Transfers
Customer Care
Customer Service
Software Systems
Calculates
Account Issues
Technical Problems

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

Browse office and administrative jobs