How to hire a client services advisor

How to hire a client services advisor, step by step

Here's a step-by-step client services advisor 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 services advisor job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new client services advisor
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   The client services advisor hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

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

   Yes

   No

   A client services advisor's background is also an important factor in determining whether they'll be a good fit for the position. For example, client services advisors from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   The following list breaks down different types of client services advisors and their corresponding salaries.

   Type of Client Services Advisor	Description	Hourly rate
   Client Services Advisor	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$13-38
   Service Agent	A service agent is a professional whose primary function is to provide a friendly service to internal and external customers about the organization's products and services. An agent should be people-oriented, highly motivated with a positive and friendly attitude... Show more	$10-18
   Health Advisor	A health advisor is a medical expert who specializes in developing various health programs and projects to provide patients with optimal healthcare services. They are primarily in charge of helping patients navigate and understand the healthcare system... Show more	$23-62

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Client Service
   • Client Facing
   • CRM
   • ACH
   • Client Satisfaction
   • Account Management
   • Technical Support
   • Cash Management
   • Bank Products
   • Client Issues
   • Customer Inquiries
   • Treasury
   • Product Knowledge
   • Client Accounts

   Check all skills

   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.

3. Make a budget

   Including a salary range in your client services advisor job description is a great way to entice the best and brightest candidates. A client services advisor salary can vary based on several factors:

   • Location. For example, client services advisors' average salary in hawaii is 64% less than in district of columbia.
   • Seniority. Entry-level client services advisors earn 65% less than senior-level client services advisors.
   • Certifications. A client services advisor with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a client services advisor's salary.

   Average client services advisor salary

   $48,426yearly

   $23.28 hourly rate

   ---

   Entry-level client services advisor salary

   $28,000 yearly salary

   Updated December 15, 2025

4. Writing a client services advisor job description

   A client services advisor job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a client services advisor job description:

   Client services advisor job description example

   Client Services is the central area of communication between internal and external customers. of While collaborating and also working indecently, you'll act as liaison and become a resource for information to our valued clientele. Client Services Representatives must possess excellent communication and interpersonal skills. This entry level position requires accuracy with the little details, ability to deliver results, basic computer skills and a passion for helping others.
   What you get from us: Weekly Advances and Bonuses Hybrid office with remote flexibility 65k plus first year average income Bonuses Residual Income Exceptional commission rates Trip Incentives and other benefits Full Training What are we looking for from you?
   Strong communication and interpersonal skills
   A positive attitude and results-oriented work ethic
   An ability to self-monitor progress on project goals and employ corrective actions as necessary
   Demonstrated problem-solving skills
   Results-oriented work ethic
   Able to work both independently and within a team environment Job Requirements:
   Help customers using zoom, facetime, over the phone or in person
   Serve as a customer service professional inputting order information, pricing, product information and catalog requests
   Ensure delivery of excellent customer service through timely, accurate and professional communication
   Work alongside executive staff members to streamline efforts
   Learn our ERP system We are an Equal Opportunity Employer and prohibit discrimination and harassment of ANY KIND: We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. We hope you take the time to apply today and may we have the chance to speak with each other in the near future.

   Copy this example

   

5. Post your job

   To find client services advisors for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any client services advisors they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level client services advisors with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

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

6. Interview candidates

   Your first interview with client services advisor candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   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 services advisor

   Once you have selected a candidate for the client services advisor position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   To prepare for the new client services advisor first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

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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