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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

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 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.

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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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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Average Length of Employment
Client Associate 2.8 years
Client Liaison 2.7 years
Account Specialist 2.7 years
Service Specialist 2.7 years
Center Specialist 2.6 years
Specialist 2.5 years
Client Specialist 2.3 years
Dispute Specialist 2.2 years
Client Coordinator 2.2 years
Service Associate 2.1 years
Top Employers Before
Internship 5.9%
Teller 5.6%
Cashier 4.0%
Supervisor 2.4%
Manager 2.2%
Specialist 2.2%
Top Employers After
Specialist 4.1%
Manager 3.0%
Cashier 2.9%

Client Service Specialist Demographics

Gender

Female

70.8%

Male

27.7%

Unknown

1.4%
Ethnicity

White

79.2%

Hispanic or Latino

12.0%

Asian

6.5%

Unknown

1.7%

Black or African American

0.6%
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Languages Spoken

Spanish

62.8%

French

8.7%

German

3.6%

Portuguese

3.2%

Russian

2.4%

Arabic

2.4%

Chinese

2.0%

Hindi

1.6%

Mandarin

1.6%

Italian

1.6%

Cantonese

1.6%

Vietnamese

1.2%

Carrier

1.2%

Tagalog

1.2%

Japanese

1.2%

Somali

0.8%

Korean

0.8%

Armenian

0.8%

Malayalam

0.8%

Croatian

0.8%
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Client Service Specialist Education

Schools

University of Phoenix

21.5%

Southern New Hampshire University

7.2%

Liberty University

7.2%

Michigan State University

5.2%

University of Central Florida

5.2%

Strayer University

4.4%

Middle Tennessee State University

4.1%

Indiana University of Pennsylvania

4.1%

Ashford University

3.9%

Arizona State University

3.9%

Kaplan University

3.9%

Towson University

3.9%

University of South Florida

3.6%

Grand Canyon University

3.6%

Northern Virginia Community College

3.3%

New York University

3.0%

University of Nebraska at Omaha

3.0%

San Francisco State University

3.0%

University of Maryland - University College

3.0%

Capella University

3.0%
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Majors

Business

31.0%

Psychology

7.0%

Accounting

6.6%

Communication

6.6%

Finance

6.4%

Marketing

5.1%

Management

4.2%

Health Care Administration

4.1%

Criminal Justice

3.7%

Human Resources Management

3.1%

General Studies

2.6%

Social Work

2.4%

Nursing

2.3%

Computer Science

2.2%

Liberal Arts

2.2%

Biology

2.2%

Political Science

2.2%

Legal Support Services

2.1%

Computer Information Systems

2.1%

English

2.0%
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Degrees

Bachelors

46.0%

Other

22.1%

Masters

13.4%

Associate

11.6%

Certificate

4.7%

Diploma

1.1%

License

0.6%

Doctorate

0.5%
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Job type you want
Full Time
Part Time
Internship
Temporary

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
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 -
$101,800
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 -
$80,000
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 -
$75,000
Specialist-Client Services Willis Americas Administration, Inc. Irvine, CA Aug 20, 2012 $60,000
Client Services Specialist Checkm8, Inc. New York, NY Nov 25, 2013 $60,000
Client Service Specialist State Street Bank and Trust Company Boston, MA Jan 15, 2013 $58,500 -
$75,000
Client Service Specialist Jpmorgan Chase and Co. New York, NY May 13, 2016 $57,242
Client Service Specialist Willis of Illinois, Inc. Chicago, IL Sep 03, 2013 $55,000
Associate Digital Client Services Specialist Mansueto Ventures, LLC New York, NY Sep 05, 2016 $52,000
Client Service Specialist Jpmorgan Chase & Co Newark, DE Sep 08, 2015 $49,000 -
$60,000
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 -
$70,000
Client Services Development Specialist Law Offices of Mary Carmen R. Madrid-Crost Chicago, IL Sep 14, 2016 $43,639
Client Services Development Specialist Law Offices of Mary Carmen R. Madrid-Crost Chicago, IL Sep 13, 2016 $43,639
Communications and Client Services Specialist Alessi USA, Inc. New York, NY Dec 19, 2011 $43,180

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Top Skills for A Client Service Specialist

CustomerServiceClientServiceFinancialAdvisorsCompliancePhoneCallsDataEntryPayrollNewClientsCustomerSatisfactionClientAccountsAuditClientRelationshipsTechnicalSupportClientIssuesProblemResolutionTroubleshootNewAccountsHighNETClientSatisfactionInboundCalls

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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