How to hire a client service specialist

How to hire a client service specialist, step by step

Here's a step-by-step client service specialist hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a client service specialist job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new client service specialist
• Step 8: Go through the hiring process checklist

What does a client service specialist do?

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1. Identify your hiring needs

   First, determine the employments status of the client service specialist you need to hire. Certain client service specialist roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect client service specialist also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list shows salaries for various types of client service specialists.

   Type of Client Service Specialist	Description	Hourly rate
   Client Service Specialist	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$12-29
   Client Representative	Client Representatives are professionals who work on behalf of their clients. They coordinate with external parties with which their clients are involved... Show more	$13-28
   Customer Service Liaison	Customer service liaisons are professionals who facilitate a working relationship between clients and an organization by providing excellent customer service. These liaisons must coordinate with the proper personnel to provide accurate answers for customers with concerns or questions... Show more	$12-22

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Client Service
   • Excellent Interpersonal
   • Client Facing
   • Client Issues
   • Data Entry
   • Work Ethic
   • PowerPoint
   • Problem Resolution
   • Excellent Organizational
   • Manage Client Expectations
   • FTP
   • Phone Calls
   • Client Inquiries
   • External Clients

   Check all skills

   Responsibilities:

   • Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
   • Demonstrate compassion and encouragement during tough moments.
   • Prepare and present PowerPoint presentations for training meetings.
   • Create a PowerPoint presentation implement into the official training program.
   • Transition reporting and document storage process to an online SharePoint workspace for increase efficiency.
   • Examine injure persons and administer first aid or cardiopulmonary resuscitation, if necessary, using training and medical supplies and equipment.

   More client service specialist duties

3. Make a budget

   Including a salary range in your client service specialist job description helps attract top candidates to the position. A client service specialist salary can be affected by several factors, such as geography, experience, seniority, certifications, and the prestige of the hiring company.

   For example, the average salary for a client service specialist in Missouri may be lower than in New York, and an entry-level client service specialist usually earns less than a senior-level client service specialist. Additionally, a client service specialist with certifications may command a higher salary, and working for a well-known company or start-up may also impact an employee's pay.

   Average client service specialist salary

   $40,043yearly

   $19.25 hourly rate

   ---

   Entry-level client service specialist salary

   $26,000 yearly salary

   Updated January 29, 2026

   Average client service specialist salary by state

   Rank	State	Avg. salary	Hourly rate
   1	New York	$59,895	$29
   2	Connecticut	$51,767	$25
   3	Massachusetts	$51,363	$25
   4	California	$48,471	$23
   5	Maryland	$46,475	$22
   6	Oregon	$45,666	$22
   7	Utah	$45,182	$22
   8	Pennsylvania	$43,884	$21
   9	Texas	$41,426	$20
   10	Minnesota	$41,265	$20
   11	Colorado	$41,050	$20
   12	Arizona	$40,671	$20
   13	Michigan	$40,523	$19
   14	Illinois	$40,179	$19
   15	Indiana	$39,932	$19
   16	Florida	$39,598	$19
   17	Iowa	$38,581	$19
   18	Georgia	$38,502	$19
   19	Wisconsin	$38,366	$18
   20	Ohio	$37,426	$18

   Average client service specialist salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Moody's	$81,395	$39.13	3
   2	DTCC	$81,187	$39.03	3
   3	Envestnet	$79,765	$38.35
   4	State Street	$79,341	$38.14	25
   5	Northern Trust	$78,539	$37.76	3
   6	Ernst & Young	$76,006	$36.54	356
   7	Calpine	$75,750	$36.42
   8	Berkshire Hathaway	$73,873	$35.52	4
   9	Bloomberg	$73,732	$35.45	14
   10	Thomson Reuters	$72,889	$35.04	10
   11	NTT Data International L.L.C.	$70,213	$33.76	108
   12	Deutsche Bank	$69,775	$33.55	2
   13	Northwestern Mutual	$69,118	$33.23	60
   14	Morgan Stanley	$68,413	$32.89	322
   15	First Republic Bank	$67,294	$32.35
   16	Autodesk	$66,484	$31.96	5
   17	BNY Mellon	$65,701	$31.59	130
   18	JPMorgan Chase & Co.	$65,686	$31.58	390
   19	GPAC	$64,099	$30.82
   20	Informa Plc	$63,026	$30.30	9

4. Writing a client service specialist job description

   A job description for a client service specialist role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a client service specialist job description:

   Client service specialist job description example

   Genesis10 is seeking a Consumer Client Services/Credit Inquiry Specialist for a leading company in Canton, OH. This is a 6-month contract position that will be on-site.
   
   Works within and complies with established operational and compliance quality standards and service levels at a highly productive level.
   
   Perform accurate and timely loan transactions including account research and loan maintenance, escrow processing, DDA deposits using APA system and wire transfers.
   
   Respond to loan and deposit balance verification requests from internal and external parties including processing Standard CPA Audit Confirmations, Credit Investigations, Estate/Date of Death Inquiries, Governmental Balance inquiries for Social Security Administration, Internal Revenue Service, Housing Applications.
   
   Follow established industry standard practices for the proper exchange of commercial credit information.
   
   Balance general ledger entries to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner.
   
   Perform careful and timely review of various reports to alleviate potential customer impact issues and to ensure system integrity.
   
   Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and resolution of the problem effectively and timely.
   Actively seek opportunities to improve process efficiency, quality and the client experience. Identify major and minor issues/problems and communicate to appropriate management Requirements: High School, some college Strong accounting background. 1+ years related job experience with knowledge of bank loan and deposit products. Ability to establish and maintain effective working relationships among team members and product and support partners Preferred Qualifications: Bachelor's degree or equivalent experience Proficiency in the following systems: Hogan, ALS, CLS, Loan IQ, Lotus Notes, Document Direct, KeyView Deluxe Working knowledge of loan accounting and loan systems. If you have the described qualifications and are interested in this exciting opportunity, please apply!
   
   About Genesis10:
   Genesis10 is a leading U.S. business and technology consulting firm with hundreds of clients needing proven talent and solutions to power their strategic initiatives. If you are a high performing business or IT professional with solid, referenced experience, we want to meet you. Genesis10 recruiters and delivery professionals are highly accomplished career advocates, who get to know you beyond your resume to position you with the opportunities that fit your skills, experience, and aspirations. We have benefit options to fit your needs and a support staff that works with you from placement throughout your engagement project after project. To learn more about Genesis10 and to view all our available career opportunities, please visit us at www.genesis10.com .
   "Genesis10 is an Equal Opportunity Employer, M/F/D/V.

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5. Post your job

   There are various strategies that you can use to find the right client service specialist for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your client service specialist job on Zippia to find and recruit client service specialist candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit client service specialists, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new client service specialist

   Once you've decided on a perfect client service specialist candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   After that, you can create an onboarding schedule for a new client service specialist. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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