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Client services account manager skills for your resume and career

Updated January 8, 2025

7 min read

Quoted experts

Giuliana Andreopoulos,

Jerri Lynn Kyle

Below we've compiled a list of the most critical client services account manager skills. We ranked the top skills for client services account managers based on the percentage of resumes they appeared on. For example, 10.7% of client services account manager resumes contained healthcare as a skill. Continue reading to find out what skills a client services account manager needs to be successful in the workplace.

15 client services account manager skills for your resume and career

1. Healthcare

Healthcare is the maintenance or improvement of a person's health by the diagnosis and treatment of a person's injury, illness, or any other disease. Healthcare is a basic necessity of human life and is the responsibility of the country's government to ensure that each person gets healthcare. Providing healthcare is the job of certified health professionals that includes doctors, surgeons, nurses, and other physicians. Pharmaceutical companies, hospitals, dentistry, therapy, and health training all come under healthcare. Healthcare plays a vital role in the country's economy and its development.

Here's how client services account managers use healthcare:

Created and implemented new marketing initiative to highlight industry expertise and consultative solutions within the healthcare arena
Developed marketing materials for complete line of company services (Employee Assistance Program and Behavioral Healthcare Management).

2. Account Management

The process of strengthening the relationship between a company and client is called account management. Effective account management has two key objectives, one is to retain loyal customers and the second one is to help the company grow by creating connections with new customers.

Here's how client services account managers use account management:

Build and maintain strong relationships with benefit administrators and health insurance brokers for account management.
Assisted Sales Executive and Account Management with enrollment materials, finalist presentations and implementation meetings.

3. Client Service

Here's how client services account managers use client service:

Accomplished account/client services manager with proven success in exceeding performance and quality standards and providing world-class customer care.
Completed Treasury Service Client Service Anti-Money Laundering, Risk Management, and Dodd-Frank awareness training program requirements.

4. Project Management

Here's how client services account managers use project management:

Project management of hardware implementation and custom programming for existing IT customers.
Presented functional specifications, storyboards and project management plans.

5. Client Facing

Here's how client services account managers use client facing:

Drive the execution of client facing activities to conclusion in a quality and timely manner.
Provided excellent customer service in a client facing role and researched/resolved all requests.

6. Service Delivery

Service delivery means, having any contact with the public administration during which customers including citizens, residents, or firms, require or give data, handle their problems and perform their duties.

Here's how client services account managers use service delivery:

Controlled service delivery by maintaining an integrated process and coordinating resources required to solve business problems across multiple sites.
Managed business development of customer facing complex projects and internal advanced service delivery requirements.

7. PowerPoint

Here's how client services account managers use powerpoint:

Created intelligent and interactive PowerPoint presentations for current clients and future prospects.
Created PowerPoint presentations, schedules, maps, and other collateral to assist in the winning of business.

8. Client Satisfaction

Here's how client services account managers use client satisfaction:

Identified and resolved problem issues by initiating preventative measures that minimized the probability of future errors and enhanced client satisfaction.
Ensured total client satisfaction and rapid resolution of issues by providing hands-on approach to customer escalations and crisis situations.

9. Client Issues

Here's how client services account managers use client issues:

Communicate significant Client issues internally and document/escalate as appropriate.
Served as an escalation point on sensitive client issues and liaised between clients and various operations groups throughout the bank.

10. Digital Marketing

Here's how client services account managers use digital marketing:

Analyzed internet traffic and customer behavior trends and recommended digital marketing strategies to key clientele.
Develop and execute brand management strategies utilizing multiple digital marketing channels and outlets.

11. Upselling

Here's how client services account managers use upselling:

Perform outbound calls for upselling and offering additional products.
Support sales team on upselling.

12. Payroll

Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.

Here's how client services account managers use payroll:

Provided cost-effective benefits and payroll alternatives to small business owners.
Compiled annual review of payroll data for the compliance department's use in the completion of 5500 and 415 testing.

13. Strong Analytical

Here's how client services account managers use strong analytical:

Leverage strong analytical skills with a quantitative orientation to deliver keen insight and produce comprehensive reports and recommendations vital to decision-making.
Utilized strong analytical and problem-solving skills for researching and investigation purposes.

14. CRM

CRM stands for Customer relationship management and it is a complete process through which a business or organization monitors and administers its interactions with the customers. A process in which large amounts of data are collected through marketing via a company's website, polls, surveys, and other social media applications. The basic goal of CRM is to target the right audience for their product, and then fulfill their needs, to increase the sales and revenue of the company.

Here's how client services account managers use crm:

Document customer transactions according to company procedures in a web-based CRM application.
Develop and maintain solid knowledge of LifeCare's systems including CRM, Reporting tool and SalesForce.com.

15. Customer Satisfaction

Here's how client services account managers use customer satisfaction:

Provided resolution and accountability for all customer issues with a focus on process improvement and customer satisfaction.
Improved accuracy of year-end inventory, following FDA requirements resulting in Total Customer Satisfaction and contract renewal.

What skills help Client Services Account Managers find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on client services account manager resumes?

Giuliana Andreopoulos

Professor of Economics, William Paterson University

I do not think that the pandemic has been and will be able to reverse the importance of certain skills on students` resumes. There is no doubt in my mind that communication, team working, problem solving, leadership, still come at the top of the list for business students. However, the pandemic has added new skills: ability to work remotely, manage crisis, and deal with data. We hope that Business Colleges and Schools will take into consideration these new developments when they plan new courses, programs, or certificates.

What client services account manager skills would you recommend for someone trying to advance their career?

Jerri Lynn Kyle

Senior Instructor, Internship Coordinator, Missouri State University

Whatever your career goals are, stay informed! Keep up to date with what's going on in the world, and what's happening in your field. A lot can happen in 24 hours, so imagine what happens in a year. Just because a student takes a year off, doesn't mean learning has to stop. I recommend volunteering or interning to gain experience in your field and stay up to date on trends. It's important to remember that a gap year refers to a gap in time, not a gap in learning or productivity. Continue to live for your purpose!

What technical skills for a client services account manager stand out to employers?

Todd Lee Goen

Instructor & Internship Director, Christopher Newport University

Technical skills are often industry and/or position specific. Applicants should highlight any technical skills related to the position advertisement and those that add value to the position/organization. Most importantly, requirements for technical skills change with time and technological advances. This means employers value workers capable of adapting to change and continually improving and acquiring new technical skills. Thus, it's usually more important to demonstrate you are capable of learning and developing technical skills than it is to have a specific skill set upon hire (although this is not true for some positions/industries).
That said, technical skills related to online presentations, virtual meetings, virtual networking, remote working and the like are hot commodities right now. While most organizations were in the process of adopting many of these technologies and ways of doing business pre-pandemic, the pandemic accelerated the process. Organizations are making it work, but they often don't know best practices or the most efficient means of working in the largely virtual, pandemic environment. Post-pandemic, many of the remote/virtual changes the pandemic brought will stay in some form. Technical skills that support this type of workplace will make applicants stand out to many employers because they need/want to do virtual/remote business better.

What soft skills should all client services account managers possess?

Eric Bostwick Ph.D.

Professor of Accounting, The University of West Florida

Similar to the answer above, oral and written communication skills have been important for a number of years, but in our current environment, these skills have become much more important. Our ability to pick up on the context surrounding email messages is reduced since we have fewer in-person interactions, and even our virtual meetings eliminate much of the body language that we use--both consciously and unconsciously--to interpret what other people mean by what they say. Thus, candidates will stand out when they can clearly articulate their thoughts in both written form, via email or chat, and in oral form, via the ubiquitous "Brady Bunch" layout on their coworkers' computer screens.

Do you want to know more?

List of client services account manager skills to add to your resume

The most important skills for a client services account manager resume and required skills for a client services account manager to have include:

Healthcare
Account Management
Client Service
Project Management
Client Facing
Service Delivery
PowerPoint
Client Satisfaction
Client Issues
Digital Marketing
Upselling
Payroll
Strong Analytical
CRM
Customer Satisfaction
Business Development
Client Accounts

External Clients
Financial Statements
Salesforce
Business Objectives
Client Expectations
Client Relations
Treasury
Client Retention
Issue Resolution
RFP
Customer Accounts
Business Processes
Client Inquiries
Customer Support
Customer Relationships
Business Reviews
Conference Calls

ADP
Client Projects
Manage Client Expectations
QA
Billing Issues
Client Communication
HR
ROI
SLA
Customer Issues
Insurance Carriers
Customer Expectations
Financial Institutions
Brand Marketing
SEO

Updated January 8, 2025

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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