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Become A Client Service Specialist

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Working As A Client Service 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

  • $31,740

    Average Salary

What Does A Client Service Specialist Do At CHS

* Processes payroll and all related tax documents for client employees
* Processes new employee paperwork, entering data into payroll system
* Enters and maintains employee deductions and other changes and processes terminations
* Reviews all data entry to assure accuracy
* Processes new hire reporting with appropriate state agency
* Processes benefit reports including 401(k), FSA, Health Insurance, W/C, etc.
* Processes monthly workers’ compensation reports for carriers
* Responds to questions from clients
* Assists clients with benefit enrollment and open enrollment during renewal periods
* Enrolls, changes and terminates policyholders from various group insurance plans
* Verifies daily, quarterly, and annual tax deposits and tax returns/reports
* Gathers information necessary for workers’ compensation audits & reviews final audit
* Administers workers’ compensation claims; maintains medical control, returns the injured employee to work and works closely with the insurance carrier
* Assists with new client set up
* Documents standard operating procedures
* Updates policies and procedures as needed
* Resolves miscellaneous tax issues and notices
* Other Responsibilities:
* Adheres to the policies and procedures of PEOple Premier
* Maintains strict confidentiality of client, company and personnel information
* Demonstrates a strong commitment to the mission and values of the organization
* Adheres to company attendance standards
* Performs other duties as assigned
* Supervisory Responsibilities: None
* Competencies:
* Strong organizational and interpersonal skills
* Excellent written and verbal communication skills
* Detail oriented
* Ability to multi-task and work independently
* Ability to organize, prioritize and handle multiple work assignments

What Does A Client Service Specialist Do At Santander Bank, Na

* Manage the client relationship for all clients via phone, email, online, and existing stakeholder / product channels
* Provide cash management product support / service to clients and internal stakeholders including Account Opening, Lockbox service, and Limited Access Service
* Performs client service reviews and provides service request dashboards to show overview of client interactions and issues raised/resolved; works with Client Service Professionals on the resolution of complex queries
* Provides a highly personalized level of service and maintains a standardized process to store and file all customer documentation collected for new clients and post implementation maintenance requests.
* Completes fulfillment activities
* Consult with customers in all aspects of servicing client requests and takes appropriate action to manage/retain the client while utilizing independent judgment
* Provides support for continuous improvement initiatives and deployments to help role model, and drive adoption of best practices and provides leadership, training, coaching and support for continuous improvement deployments and drives adoption of best practices across functional area(s)
* At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams.
* We actively encourage everyone to apply

What Does A Client Service Specialist Do At Office Depot

* The Specialist
* CPD Client Services works as a member of a call-center team dedicated to providing additional service and support to high value Contract CPD Customers.
* This individual is responsible for providing value-added services such as: Custom Web Maintenance; Specialized Reporting, Tracking, & Billing; Centralized Call
* Center Communications; and Cross
* Channel Coordination to accounts in the "Silver" (+$25K in Annual CPD Spend) and "Gold" (+$150K in annual CPD Spend) classification.
* This position works between Contract Sales and CPD Operations Teams to manage large customer projects and ongoing programs to ensure that high priority customers receive a seamless blend of both front-end sales consultation and back-end service delivery.
* In addition, this individual will work directly with CPD 3rd Party Vendors and Suppliers on behalf of Contract Clients to ensure proper performance on complex projects and programs.
* Measurement of performance for the Specialist
* CPD Customer Prograams will combine: Overall CPD Contract Account Growth and Profitability Metrics, Customer Satisfaction Surveys, and CPD Contract Sales Leadership Input

What Does A Client Service Specialist Do At Broadridge Financial Solutions

* You will build and maintain quality relationships with new and existing clients
* You will answer client inquiries in a timely manner
* You will review and submit trades for management approval
* You will anticipate, research and resolve issues concerning trading, income, new accounts and reconciliation
* You will host Client relationship/service calls
* You will educate customers on new products and services
* You will assist with Customer installations and conversions
* You will work with other departments to resolve commission inquires, process letters of acceptance, and provide corrected tax forms
* You will identify outstanding checks, resolve rejected ACH and wire deposits, and provide copies of cashed checks
* You will process money moves within and between retirement plan accounts

What Does A Client Service Specialist Do At Genworth Financial

* Handle all client calls and forward callers to appropriate party or obtain basic information to create electronic client record for Care Support Services application/software.
* Use CareScout’s national databases of in-home and facility care providers to match customers’ care needs with appropriate care options based on the provider’s capability, availability and rates.
* Actively negotiate preferred rates with long term care providers on a case by case basis according to individual’s care needs.
* Onboard new network providers and ensure existing credentialing standards are met and maintained for all network providers by obtaining relevant documentation from providers and processing provider enrollment materials.
* Communicate effectively CareScout provider program requirements and answer questions regarding specific criteria to participate.
* Ability to make positive impressions over the phone and build rapport with providers.
* Resolution of conflicts or escalation of issues.
* Participate in testing of systems to support deployments.
* Meet productivity level defined by the Team Leader

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How To Become A Client Service 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.


Customer service representatives typically need a high school diploma.


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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Client Service Specialist jobs

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Client Service Specialist Career Paths

Client Service Specialist
Human Resources Coordinator Specialist
Account Manager
5 Yearsyrs
Client Services Manager Senior Project Manager Business Developer
Business Development Manager
9 Yearsyrs
Operations Specialist Operations Manager General Manager
Director Of Sales
10 Yearsyrs
Case Manager Program Manager General Manager
District Manager
7 Yearsyrs
Project Coordinator Account Manager Account Executive
District Sales Manager
7 Yearsyrs
Account Manager Sales Manager
General Manager
7 Yearsyrs
Service Specialist Service Manager Sales Consultant
Internet Sales Manager
6 Yearsyrs
Human Resources Coordinator Project Manager Program Manager
Marketing Manager
6 Yearsyrs
Case Manager Program Coordinator Assistant Director
Office Manager
5 Yearsyrs
Client Services Manager Operations Manager
Operations Director
9 Yearsyrs
Project Manager Construction Manager
Operations Manager
7 Yearsyrs
Specialist Analyst Business Analyst
Product Manager
7 Yearsyrs
Billing Specialist Specialist Account Manager
Regional Sales Manager
9 Yearsyrs
Service Specialist Personal Banker Account Manager
Relationship Manager
6 Yearsyrs
Billing Specialist Accountant Account Manager
Sales Account Manager
6 Yearsyrs
Project Coordinator Business Analyst Product Manager
Sales And Marketing Manager
6 Yearsyrs
Account Manager Account Executive
Sales Manager
5 Yearsyrs
Specialist Account Manager
Senior Account Manager
7 Yearsyrs
Project Manager Program Manager
Senior Manager
10 Yearsyrs
Operations Specialist Operation Supervisor General Manager
Territory Manager
7 Yearsyrs
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Client Service Specialist Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • German

  • Portuguese

  • Russian

  • Arabic

  • Chinese

  • Hindi

  • Mandarin

  • Italian

  • Cantonese

  • Vietnamese

  • Carrier

  • Tagalog

  • Japanese

  • Somali

  • Korean

  • Armenian

  • Malayalam

  • Croatian

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Client Service Specialist

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Client Service Specialist Education

Client Service Specialist

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Real Client Service Specialist Salaries

Job Title Company Location Start Date Salary
Vice President, Client Services Specialist Deutsche Bank New York, NY Jan 27, 2015 $139,000
Assistant Vice President, Client Services Specialist Deutsche Bank New York, NY Jul 11, 2016 $121,500
Assistant Vice President, Client Service Specialist Deutsche Bank New York, NY Jul 14, 2015 $120,000
Assistant Vice President, Client Service Specialist Deutsche Bank New York Branch New York, NY Apr 29, 2015 $120,000
Assistant Vice President, Client Service Specialist, GT Production Business Services Deutsche Bank New York, NY May 19, 2016 $120,000
Assistant Vice President, Client Service Specialist Db Services New Jersey, Inc. Jacksonville, FL Jan 08, 2016 $95,000
Client Services Specialist Nielsen Mobile LLC Lynchburg, VA Sep 01, 2013 $83,800
Specialist, Client Services EBAY Enterprise Marketing Solutions, Inc. New York, NY Oct 17, 2014 $81,600
Specialist, Client Services GSI Commerce Solutions, Inc. New York, NY Nov 03, 2014 $81,600
Index Client Service Specialist MSCI, Inc. New York, NY Mar 09, 2016 $81,266 -
Client Services & Implementation Specialist Exterro, Inc. Beaverton, OR Sep 21, 2015 $79,186
Index Client Service Specialist MSCI, Inc. New York, NY Sep 02, 2013 $76,000 -
Marketing and Client Services Specialist MYNT Holding Company, LLC Miami Beach, FL Sep 15, 2015 $75,000
Client Service Specialist Thomson Reuters (Markets) LLC New York, NY Aug 09, 2016 $72,000
Credit Risk Associate-Client Service Specialist Moody's Analytics San Francisco, CA Jan 05, 2010 $70,000
Client Services Specialist Deutsche Bank Trust Company Americas Inc. New York, NY Jan 30, 2011 $68,000
Client Service Specialist Alpha Net Consulting LLC Santa Clara, CA Jan 01, 2015 $65,000
Client Service Specialist Willis of Illinois, Inc. Chicago, IL Apr 09, 2016 $64,400
Client Services Specialist The Boston Consulting Group, Inc. Bethesda, MD Jun 15, 2016 $61,000 -
Client Services Specialist Checkm8, Inc. New York, NY Nov 25, 2013 $60,000
Specialist-Client Services Willis Americas Administration, Inc. Irvine, CA Aug 20, 2012 $60,000
Client Service Specialist State Street Bank and Trust Company Boston, MA Jan 15, 2013 $58,500 -
Client Services Specialist III ADP, LLC Chandler, AZ Sep 08, 2015 $50,275
Client Service Specialist Jpmorgan Chase & Co. New York, NY Oct 01, 2009 $50,000
Client Service Specialist Willis of New York, Inc. New York, NY Aug 28, 2014 $50,000
Client Service Specialist Jpmorgan Chase & Co Newark, DE Sep 08, 2015 $49,000 -
Marketing and Client Service Specialist Premiere Care Management Specialists LLC Brentwood, CA Dec 01, 2009 $47,200
Marketing and Client Service Specialist Premiere Care Management Specialists LLC Brentwood, CA Nov 18, 2009 $47,200
Indata Client Services Specialist Gordon Haskett & Company Greenwich, CT Oct 01, 2012 $46,987 -
Client Services Development Specialist Law Offices of Mary Carmen R. Madrid-Crost Chicago, IL Sep 14, 2016 $43,639

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Top Skills for A Client Service Specialist


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Top Client Service Specialist Skills

  1. Customer Service
  2. Client Service
  3. Financial Advisors
You can check out examples of real life uses of top skills on resumes here:
  • Provided exceptional customer service, as well as handled the financial advisor's appointment calendar, incoming and outgoing calls.
  • Trained new Client Service Specialist in areas package processing, fabric exports/imports and inventory.
  • Controlled large client profile databases in support of Financial Advisors and performed all front line office duties daily.
  • Handled email and mail correspondence, input transactions for client accounts, and monitored client files for compliance with various regulations.
  • Performed receptionist duties by answering phone calls, greeting clientele, filing, preparing charts, and data entry.

Top Client Service Specialist Employers