How To Become A Client Services Advisor: What It Is and Career Path

What is a client services advisor and how to become one

Updated January 8, 2025

3 min read

There is more than meets the eye when it comes to being a client services advisor. For example, did you know that they make an average of $23.28 an hour? That's $48,426 a year! Between 2018 and 2028, the career is expected to grow -4% and produce -105,300 job opportunities across the U.S.

ScoreClient Services AdvisorUS Average

Salary

3.8

Avg. Salary $48,426

Avg. Salary $59,228

Stability level

5.9

Growth rate -4%

Growth rate 0.3%

Diversity

9.7

Race

American Indian and Alaska Native 0.67%

Asian 7.26%

Black or African American 12.91%

Hispanic or Latino 19.19%

Unknown 5.53%

White 54.43%

Gender

female 57.05%

male 42.95%

Age - 39

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 39

Stress level

5.9

Stress level is manageable

7.1 - high

Complexity level

6.6

Complexity level is challenging

7 - challenging

Work life balance

6.5

Work life balance is good

6.4 - fair

Key steps to become a client services advisor

Explore client services advisor education requirements

Most common client services advisor degrees

Bachelor's

60.9 %

Associate

18.2 %

Master's

7.8 %

Start to develop specific client services advisor skills

Skills	Percentages
Client Service	21.10%
Client Facing	6.94%
CRM	6.67%
ACH	6.09%
Client Satisfaction	6.07%

Complete relevant client services advisor training and internships

Accountants spend an average of 6-12 months on post-employment, on-the-job training. New client services advisors learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a client services advisor based on U.S. Bureau of Labor Statistics data and data from real client services advisor resumes.

Research client services advisor duties and responsibilities

Manage: post cards about 30-50 per day to clients - manage daily medical billing for Medicare and Medicaid patients.
Provide QA liaisons with accurate prototype coding measures utilizing multiple applications in line with product enhancements and/or updates to legislation.
Maintain very large accounts with hundreds of bonds and smaller accounts with only a few bonds.
Perform collection follow-up duties on specific financial classifications such as commercial insurance, Medicare and Medicaid claims.

Prepare your client services advisor resume

When your background is strong enough, you can start writing your client services advisor resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a client services advisor resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable client services advisor resume templates

Build a professional client services advisor resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your client services advisor resume.

Apply for client services advisor jobs

Now it's time to start searching for a client services advisor job. Consider the tips below for a successful job search:

Browse job boards for relevant postings
Consult your professional network
Reach out to companies you're interested in working for directly
Watch out for job scams

How do client services advisors rate their job?

-/5

5 stars

4 stars

3 stars

2 stars

1 star

Client services advisor reviews

A zippia user wrote a review on Sep 2019

Pros

Helping people understand that they are not alone and to be able to help rebuild them inside and out.. It starts with understanding and compassion to let the victim/ survivor to know they have someone to reach out to.