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What does a client service specialist do?

Updated January 8, 2025
7 min read
What does a client service specialist do

A client service specialist is an individual who fulfills tasks that are related to delivering a product or service to clients. Client service specialists are required to assist project managers in establishing parameters and requirements of a project or work with a particular client. They help in the development of training manuals and materials that are needed by the client to use the newly developed product. Client service specialists must also set up and create archives for client records.

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Client service specialist responsibilities

Here are examples of responsibilities from real client service specialist resumes:

  • 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.
  • Execute unsolicite order entry for equities, options, mutual funds, insurance, and unit investment trusts for clients.
  • Bag groceries, round up carts, provide customer service, and perform other tasks as designated by management.
  • Greet customers, help them find items, bag groceries, sweep the store, help customer to their car.
  • Provide guidance regarding payroll issues, researching state and other statutory requirements.
  • Handle KYC, compliance and regulatory items relate to client contracts, trust agreements and invoices.
  • Perform the required KYC screening on new clients by documenting and corroborating the information obtain on the client.
  • Perform international calculations including hypothetical tax, lump sums, initiation and recovery of appropriate payroll relate advances, etc.
  • Provide educational information regarding insurance policies and coverage and financial options for non insure patients.
  • Time hourly technicians in and out via ADP.

Client service specialist skills and personality traits

We calculated that 16% of Client Service Specialists are proficient in Client Service, Excellent Interpersonal, and Client Facing. They’re also known for soft skills such as Communication skills, Computer skills, and Customer-service skills.

We break down the percentage of Client Service Specialists that have these skills listed on their resume here:

  • Client Service, 16%

    Initiated implementation of a paperless environment that reduced expenses, increased data accuracy and decreased turn around time on client services.

  • Excellent Interpersonal, 7%

    Demonstrated excellent interpersonal skills working with internal and external partners.

  • Client Facing, 6%

    Assist in preparing client facing presentations.

  • Client Issues, 5%

    Identify operational/client issues and trends, diagnosing potential problems proactively within a Service Team.

  • Data Entry, 5%

    Determine appropriate claim type and complete data entry into Maryland Automated Benefits System.

  • Work Ethic, 4%

    Keep a very high repor with clients and high level of work ethic and satisfaction.

"client service," "excellent interpersonal," and "client facing" are among the most common skills that client service specialists use at work. You can find even more client service specialist responsibilities below, including:

Communication skills. To carry out their duties, the most important skill for a client service specialist to have is communication skills. Their role and responsibilities require that "customer service representatives must be able to provide clear information in writing, by phone, or in person." Client service specialists often use communication skills in their day-to-day job, as shown by this real resume: "trained and educated client hr staff in benefit administration and communication. "

Customer-service skills. This is an important skill for client service specialists to perform their duties. For an example of how client service specialist responsibilities depend on this skill, consider that "representatives help companies retain customers by professionally answering questions and helping to resolve complaints." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of a client service specialist: "provided excellent customer service client management increase clinic retention decreasing membership attrition scheduling appointments".

Interpersonal skills. A big part of what client service specialists do relies on "interpersonal skills." You can see how essential it is to client service specialist responsibilities because "representatives should be able to create positive interactions with customers." Here's an example of how this skill is used from a resume that represents typical client service specialist tasks: "dedicated customer service by building strong interpersonal relationships with portfolio clients. "

Listening skills. Another crucial skill for a client service specialist to carry out their responsibilities is "listening skills." A big part of what client service specialists relies on this skill, since "representatives must listen carefully to ensure that they understand customers in order to assist them." How this skill relates to client service specialist duties can be seen in an example from a client service specialist resume snippet: "communicated with appropriate official agencies, and prepared charts and performed data entry as assigned. "

Patience. While "patience" is last on this skills list, don't underestimate its importance to client service specialist responsibilities. Much of what a client service specialist does relies on this skill, seeing as "representatives should be patient and polite, especially when interacting with dissatisfied customers." Here is a resume example of how this skill is used in the everyday duties of client service specialists: "resolve client issues with patience and compassion. "

See the full list of client service specialist skills

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Compare different client service specialists

Client service specialist vs. Client representative

Client Representatives are professionals who work on behalf of their clients. They coordinate with external parties with which their clients are involved. They represent their clients during meetings and appointments when their clients are not available. Client Representatives should have a background related to the business that their clients are involved in. This would help them catch up with conversations. They are expected to act as if they are the client themselves. They must act within the client's best interest at all times. As such, they should be familiar with their clients' interests and needs.

The annual salary of client representatives is $1,742 higher than the average salary of client service specialists.Even though client service specialists and client representatives are distinct careers, a few of the skills required for both jobs are similar. For example, both careers require client service, client facing, and client issues in the day-to-day roles and responsibilities.

While similarities exist, there are also some differences between client service specialists and client representative. For instance, client service specialist responsibilities require skills such as "excellent interpersonal," "work ethic," "strong project management," and "manage client expectations." Whereas a client representative is skilled in "customer service," "crm," "pre sales," and "reconciliations." This is part of what separates the two careers.

Client representatives really shine in the technology industry with an average salary of $48,306. Comparatively, client service specialists tend to make the most money in the finance industry with an average salary of $40,907.The education levels that client representatives earn slightly differ from client service specialists. In particular, client representatives are 0.4% more likely to graduate with a Master's Degree than a client service specialist. Additionally, they're 0.5% more likely to earn a Doctoral Degree.

Client service specialist vs. Service associate

A service associate's role is to assist customers either through phone or in person. One of the service associate's primary responsibilities is to attain customer satisfaction by answering queries, performing troubleshooting methods, assisting in navigating through difficult tasks, handling complaints, resolving issues, and even processing payments. Furthermore, a service associate needs to be equipped with good communication skills to build rapport with clients as there are instances where they have to sell products and services.

A career as a service associate brings a lower average salary when compared to the average annual salary of a client service specialist. In fact, service associates salary is $1,331 lower than the salary of client service specialists per year.A few skills overlap for client service specialists and service associates. Resumes from both professions show that the duties of each career rely on skills like "data entry," "powerpoint," and "problem resolution. "

While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that client service specialist responsibilities requires skills like "client service," "excellent interpersonal," "client facing," and "client issues." But a service associate might use other skills in their typical duties, such as, "sales floor," "patients," "customer service," and "patient rooms."

Average education levels between the two professions vary. Service associates tend to reach similar levels of education than client service specialists. In fact, they're 0.6% less likely to graduate with a Master's Degree and 0.5% more likely to earn a Doctoral Degree.

Client service specialist vs. Account specialist

An account specialist is responsible for reaching out to customers or potential clients through calls, emails, and other forms of correspondence to secure sales and strengthen business relations. An account specialist may also perform other tasks such as arranging appointment schedules with clients, providing price quotes and responding to further inquiries, process orders, generating sales leads, and handling complaints and resolving issues. Furthermore, an account specialist may also be involved in developing strategies, finding new opportunities, producing and completing necessary documents, and preparing reports, all in adherence to the company's policies and regulations.

On average scale, account specialists bring in higher salaries than client service specialists. In fact, they earn a $2,543 higher salary per year.client service specialists and account specialists both have job responsibilities that require similar skill sets. These similarities include skills such as "data entry," "powerpoint," and "problem resolution," but they differ when it comes to other required skills.

Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from client service specialist resumes include skills like "client service," "excellent interpersonal," "client facing," and "client issues," whereas an account specialist is more likely to list skills in "customer service," "patients," "catheter," and "patient accounts. "

Account specialists make a very good living in the finance industry with an average annual salary of $47,336. On the other hand, client service specialists are paid the highest salary in the finance industry, with average annual pay of $40,907.When it comes to education, account specialists tend to earn similar degree levels compared to client service specialists. In fact, they're 1.0% less likely to earn a Master's Degree, and 0.1% less likely to graduate with a Doctoral Degree.

Client service specialist vs. 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. They must handle outgoing and incoming calls to provide positive client relations and ensure satisfaction. Customer service liaisons must also implement internal procedures and supervise technology updates to ensure all information records are organized for proper networking among employees and customers.

Customer service liaisons typically earn lower pay than client service specialists. On average, customer service liaisons earn a $3,900 lower salary per year.According to resumes from client service specialists and customer service liaisons, some of the skills necessary to complete the responsibilities of each role are similar. These skills include "excellent interpersonal," "data entry," and "powerpoint. "Each job also requires different skills to carry out their responsibilities. A client service specialist uses "client service," "client facing," "client issues," and "work ethic." Customer service liaisons are more likely to have duties that require skills in "strong customer service," "patients," "telephone calls," and "regulatory agencies. "The technology industry tends to pay the highest salaries for customer service liaisons, with average annual pay of $40,134. Comparatively, the highest client service specialist annual salary comes from the finance industry.customer service liaisons reach similar levels of education compared to client service specialists, in general. The difference is that they're 1.6% more likely to earn a Master's Degree, and 1.0% more likely to graduate with a Doctoral Degree.

Types of client service specialist

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.

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