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Client services advisor skills for your resume and career

Updated January 8, 2025
4 min read
Below we've compiled a list of the most critical client services advisor skills. We ranked the top skills for client services advisors based on the percentage of resumes they appeared on. For example, 21.1% of client services advisor resumes contained client service as a skill. Continue reading to find out what skills a client services advisor needs to be successful in the workplace.

15 client services advisor skills for your resume and career

1. Client Service

Here's how client services advisors use client service:
  • Completed accelerated senior payroll specialist and client service training and certification.
  • Developed management information, trend analysis, and process, project management, and monitored risk control for Client Services Americas.

2. Client Facing

Here's how client services advisors use client facing:
  • Dedicated client facing role supporting Key National Accounts pharmacy benefit programs.
  • Performed various task and duties supporting several FA's in a client facing role.

3. 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 advisors use crm:
  • Managed and maintained client information in CRM and created monthly shipping reports.
  • Utilized a CRM to manage current clients and schedule all planning activities.

4. ACH

Automated Clearing House, ACH is a computerized electronic network to process, coordinate and manage transactions (credit and debit) and automated money transfers between banks and other financial institutions without the use of paper checks, electronic transfers, credit cards, or cash networks. The ACH network is regulated by the federal government and managed by the National Automated Clearing House Association (NACHA).

Here's how client services advisors use ach:
  • Prepared shipping arrangements, which involved UPS, FedEx, ACH, wire, U.S. Postageand/or special delivery as needed.
  • Complete and process all necessary Ad Hocs, Transfer Forms, ACH Agreements, Adoption Agreements, etc.

5. Client Satisfaction

Here's how client services advisors use client satisfaction:
  • Deepen relationships by offering additional treasury products to clients while maintaining client satisfaction and impacting sales.
  • Provided accurate instruction on various Treasury products and services to insure total client satisfaction.

6. 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 advisors use account management:
  • Performed account management and user account configuration according to established security guidelines.
  • Assist business and consumer customers with account management while deepening relationship

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7. Technical Support

Technical support or tech support are the services provided by any hardware or software company to users. They help in solving the technical difficulties the customers face with their products or services. Moreover, the tech support employees maintain, manage, and repair the IT faults. They are also responsible for resolving the network problems, installing and configuring hardware and software.

Here's how client services advisors use technical support:
  • Provide customer service and technical support for e-banking, Mobile, text banking, and e-pay customers via telephone.
  • Provided technical support to clients over the phone in a call center environment.

8. Cash Management

Here's how client services advisors use cash management:
  • Provide solutions through business credit products, equipment financing, lines/letters of credit, cash management, and merchant services.
  • Secured cash management relationships with two Fortune 500 companies, generating a 35% increase in corporate cash accounts.

9. Bank Products

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Here's how client services advisors use bank products:
  • Stay informed and up to date on all bank products, processes and procedures.
  • Identified opportunities to cross-sell bank products and services as needed by clients.

10. Client Issues

Here's how client services advisors use client issues:
  • Answered questions on 401(k) plan administration and operation in order to resolve client issues and concerns.
  • Resolve client issues and concerns to maintain a level of customer satisfaction.

11. Customer Inquiries

Here's how client services advisors use customer inquiries:
  • Resolved escalated customer inquiries by making timely decisions based on questioning, probing and data reasoning.
  • Answer customer inquiries concerning their loan as well as offer solutions that best suits the customer as well as the bank.

12. Treasury

Here's how client services advisors use treasury:
  • Delivered exceptional implementation and customer service experience for treasury clients worldwide.
  • Reconciled on a daily basis to make sure funds posted to the treasury reporting system for governmental review.

13. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how client services advisors use product knowledge:
  • Offered product knowledge to engage customers to make purchases and meet individual sales goals and team sales goals.
  • Advise clients and their employees of appropriate product knowledge for their Flexible Spending Accounts and account information.

14. Client Accounts

Here's how client services advisors use client accounts:
  • Serviced client accounts: Disburse funds by wire transfer & checks, internal account transfers & deposit checks.
  • Fostered client relationships by providing extensive investment services, performing financial analysis of client accounts and managing data.

15. External Clients

External clients directly relate with a company or business, however only through the purchase of products and services.

Here's how client services advisors use external clients:
  • Delivered technical phone support and timely resolutions concerning functionality inquires to large corporate and middle market external clients.
  • Assisted external clients with routine requests, question concerns through research and resolution.
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List of client services advisor skills to add to your resume

Client services advisor skills

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

  • 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
  • External Clients
  • Client Inquiries
  • Cross-Selling
  • Issue Resolution
  • Client Retention
  • Client Relations
  • Inbound Calls
  • Commercial Banking
  • Client Portfolios
  • FSA
  • HRIS
  • IRS
  • Corporate Clients
  • Repair Orders
  • Sungard
  • Phone System
  • Search Engine
  • SEO
  • BMW
  • ERISA
  • Customer Issues
  • System Issues
  • SEM
  • Telephone Support
  • Customer Complaints

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.

Updated January 8, 2025

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