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Client liaison skills for your resume and career

Updated January 8, 2025
5 min read
Client liaison example skills
Below we've compiled a list of the most critical client liaison skills. We ranked the top skills for client liaisons based on the percentage of resumes they appeared on. For example, 21.8% of client liaison resumes contained patients as a skill. Continue reading to find out what skills a client liaison needs to be successful in the workplace.

15 client liaison skills for your resume and career

1. Patients

Here's how client liaisons use patients:
  • Assisted patients and medical insurance companies in resolving account balances and executing collection follow-up on accounts.
  • Delivered and refined strategic marketing messages, allowing physician intervention and treatment of at-risk patients.

2. HR

HR stands for human resources and is used to describe the set of people who work for a company or an organization. HR responsibilities revolve around updating employee records and carrying out management processes like planning, recruitment, evaluation, and selection processes. HR is a key contributor to any company or organization's growth as they are in charge of hiring the right employees, processing payrolls, conducting disciplinary actions, etc.

Here's how client liaisons use hr:
  • Maintained constant communication with recruiters, hiring managers and HR Representatives throughout the new hire process.
  • Managed HR service projects for assigned accounts to effectively to meet client and internal corporate goals.

3. Client Relations

Here's how client liaisons use client relations:
  • Provide innovative client relationship management through proactive consultations with C-level executives to develop and implement strategic workforce optimization plans.
  • Enhanced and cultivated current client relationships, including regular contact with Patent Administrators and Docketing Staff.

4. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how client liaisons use financial statements:
  • Analyzed foreign corporate financial statements to assess financial suitability for the Export-Import Bank.
  • Perform general office duties such as filing, and preparing invoices, reports, memo's, letters and financial statements

5. Client Service

Here's how client liaisons use client service:
  • Develop liaison with client service and collection department to provide required information and acquire necessary documents.
  • Created and distributed weekly agent/property production schedules for client services and management approval.

6. Scheduling Appointments

Scheduling appointments is the practice of finding a free slot with the person(s) you want to meet. The process of scheduling appointments involves finding mutually free time, negotiating follow-ups, sending reminders, and creating new appointments. Scheduling appointments is important to ensure that the timings of consecutive meetings do not clash with each other.

Here's how client liaisons use scheduling appointments:
  • Worked in the Call Center as well, answering many calls daily, scheduling appointments, directing calls and answering questions.
  • Assisted in filing, organizing, scheduling appointments, and answering calls Maintained an organized, friendly environment for clients

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7. Travel Arrangements

Here's how client liaisons use travel arrangements:
  • Coordinated domestic travel arrangements, including booking airfare and hotel for class participants and management.
  • Maintained supervisor's calendar, scheduled appointments, prepared notes, made travel arrangements, and prepared travel vouchers.

8. Expense Reports

Here's how client liaisons use expense reports:
  • Maintained and prioritized daily tasks and projects including, call logs, appointments, travel, expense reports and general errands.
  • Created spreadsheets for recording invoice processing, purchase orders, expense reports, credit memos and payment transactions.

9. Customer Issues

Here's how client liaisons use customer issues:
  • Provided and implemented solutions-based processes to create resolution for customer issues and concerns.
  • Managed queue of customer issues, deciding priority for custom programming attention.

10. Status Updates

Status Updates are small descriptions of what recently transpired in a project. These discussions are often used in large projects that require multiple moving parts and are used to determine where different departments are at within stages of the project. Status updates may be provided through a meeting, through simple bullet-point lists, or in a longer report.

Here's how client liaisons use status updates:
  • Provide the client with all status updates on orders as well as supervision and support through product delivery.
  • Handled inbound calls from opposing counsel and provided status updates on litigation process as well as mitigation process.

11. Client Issues

Here's how client liaisons use client issues:
  • Managed all hospital responsibilities in absence of hospital manager; billing, pricing, client issues and front office staff management.
  • Conduct troubleshooting of Client issues and utilize problem solving skills to execute solutions on behalf of the client.

12. Client Inquiries

Here's how client liaisons use client inquiries:
  • Answer phones; schedule appointments; answer client inquiries regarding products, services, pricing, etc.
  • Answered incoming calls to center help line and responded to both general and tax-related client inquiries.

13. Client Satisfaction

Here's how client liaisons use client satisfaction:
  • Directed and coordinated change management meetings to discuss recent changes/directives from clients to increase compliance and client satisfaction.
  • Maintained excellent client satisfaction and ensured on site workers maintained standards and process for overall performance.

14. Medicaid

Here's how client liaisons use medicaid:
  • Received Medicaid appeal requests and assigned them to appropriate mediation center.
  • Completed Medicaid and veteran applications.

15. Client Support

Client Support refers to any assistance offered to a client regarding problems with the services or products of a company. This is often seen in technology companies where users have difficulty using an updated web browser or application. This support requires a great deal of patience and effective communication as many clients may have difficulty understanding various aspects of the technological product or service.

Here's how client liaisons use client support:
  • Received multiple achievement awards and nominated for several service awards for relationship development and client support.
  • Worked directly with Vice-President and managers controlling superior client support.
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List of client liaison skills to add to your resume

Client liaison skills

The most important skills for a client liaison resume and required skills for a client liaison to have include:

  • Patients
  • HR
  • Client Relations
  • Financial Statements
  • Client Service
  • Scheduling Appointments
  • Travel Arrangements
  • Expense Reports
  • Customer Issues
  • Status Updates
  • Client Issues
  • Client Inquiries
  • Client Satisfaction
  • Medicaid
  • Client Support
  • Client Expectations
  • Customer Complaints
  • Client Calls
  • Problem Resolution
  • Primary Liaison
  • Conference Calls
  • Client Accounts
  • Inbound Calls
  • Foreclosure
  • Liason
  • Law Firm
  • PowerPoint
  • Status Reports
  • Troubleshoot
  • Financial Reports
  • Patient Accounts
  • SLA
  • Client Communication
  • QA
  • FDCPA
  • Client Systems
  • Customer Inquiries
  • HUD
  • Client Retention
  • Insurance Claims
  • Delinquent Accounts
  • EDI
  • External Clients
  • A/R
  • Fannie MAE
  • Corporate Clients
  • FHA
  • Freddie Mac

Updated January 8, 2025

Zippia Research Team
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

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