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Client services analyst skills for your resume and career

Updated January 8, 2025

5 min read

Quoted expert

Dr. Mark Evans

Below we've compiled a list of the most critical client services analyst skills. We ranked the top skills for client services analysts based on the percentage of resumes they appeared on. For example, 13.1% of client services analyst resumes contained customer service as a skill. Continue reading to find out what skills a client services analyst needs to be successful in the workplace.

15 client services analyst skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how client services analysts use customer service:

Managed customer escalations by developing action plans for outsourced vendor in order to deliver excellent customer service and maintain product loyalty.
Demonstrated outstanding time management demonstrated by working as a customer service representative as well as urgent requests and weekly projects.

2. Client Service

Here's how client services analysts use client service:

Identified and implemented process improvements to reduce operating deficiencies and improve productivity across products and client services.
Managed projects for Client Service Managers involving intensive research, data analysis and cross-functional communications.

3. PowerPoint

Here's how client services analysts use powerpoint:

Evaluated program effectiveness of 13 Tenet hospitals using predetermined criteria, citing findings via PowerPoint presentation and written reports.
Devised PowerPoint presentations for the company used for documentation and training purposes.

4. Project Management

Here's how client services analysts use project management:

Coordinated and prioritized all escalated activities including testing, project management and implementation of system upgrades, enhancement and bug fixes.
Experience using accepted project management standards creating cost estimates, equipment inventory and staff supervision within various organization renovation projects.

5. SQL

Here's how client services analysts use sql:

Established application performance bounds using SQL to develop and analyze historical plant maintenance volume trends.
Provided practical application support, database design using relational database management systems (SQL).

6. Client Facing

Here's how client services analysts use client facing:

Project Manager/Technical Lead with client facing responsibilities including completing ADHOC request, special projects such as Valuation and Open Enrollment.
Manage reporting for SLA drivers and client facing reports.

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7. Strong Analytical

Here's how client services analysts use strong analytical:

Subject Matter Expert as Analyst with strong Analytical system skills in RxConstruct/CCR.
Demonstrated strong analytical and business problem solving skills; able to understand complex business system functionality and develop strategies.

8. Data Analysis

Here's how client services analysts use data analysis:

Use business and data analysis tools to develop effective solutions and provide data-driven insights.
Provided reporting and data analysis throughout the duration of executed projects.

9. 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 analysts use external clients:

Supported internal and external clients and worked effectively with global team, building and leveraging mutually beneficial relationships and networks internally.
Communicated effectively with internal teams and external clients/partners to deliver product information, properly managing client's expectations and prompt status updates

10. Financial Institutions

Financial Institutions come in all sizes, forms, and are meant for all sorts of purposes. Some only keep money, some only trade it, some focus on extending loans, some work with only other financial corporations or regular business and companies, and some are built to be useful and multi-purpose. A central bank, for example, is a banking institution meant to keep an eye on other banks and ensure that no laws or rules are broken or bent.

Here's how client services analysts use financial institutions:

Marketed, promoted and sold Fidelity products tailored to specific needs of financial institutions to ensure service satisfaction and contract renewals.
Report known fraudulent addresses to financial institutions and databases.

11. Process Improvement

Here's how client services analysts use process improvement:

Communicated operational metrics, process improvements, performance improvements, and structure any coaching opportunities to enhance the line of business.
Worked on special projects focused on increasing client satisfaction or developing process improvements to increase department productivity.

12. 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 analysts use account management:

Ensured account management and service delivery, developing allocation strategies and portfolio plans as needed.
Facilitated Account Management Team meetings to execute new business.

13. Excellent Interpersonal

Here's how client services analysts use excellent interpersonal:

Result oriented Joint Application Development (JAD) Facilitator and meetings coordinator with excellent interpersonal skills.
Utilized excellent interpersonal, organizational, and time management skills.

14. Client Issues

Here's how client services analysts use client issues:

Collaborate with departments outside of Treasury Management when assistance is necessary to determine resolutions for escalated client issues.
Work in a team environment including collaborating with other departments to efficiently and effectively resolve client issues.

15. Issue Resolution

Issue resolution refers to a set of processes that can be used to resolve an issue, conflict, dispute, or claim, and the ability to deal with the problems that need to be resolved, the decisions that need to be made, and the risks that need to be mitigated. Essentially, an issue resolution process intends to make it easier for people to come to a resolution following an issue.

Here's how client services analysts use issue resolution:

Provide expert advice in customer issue resolution as well as assist with satisfactory resolutions for unresolved issues.
Performed and prioritized multiple tasks related to issue resolution in a timely and professional manner.

5 Client Services Analyst resume examples

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Dr. Mark Evans

Area Chair and Dale K. Cline Associate Dean for Accountancy, Wake Forest University

Don't stop learning. Treat your first job like more graduate school. Learn everything you can.

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List of client services analyst skills to add to your resume

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

Customer Service
Client Service
PowerPoint
Project Management
SQL
Client Facing
Strong Analytical
Data Analysis
External Clients
Financial Institutions
Process Improvement
Account Management
Excellent Interpersonal
Client Issues
Issue Resolution
Client Relationships
Troubleshoot

Data Entry
HR
Work Ethic
Client Inquiries
Client Satisfaction
Customer Satisfaction
Securities
Salesforce
CRM
Level Agreements
Client Accounts
Technical Support
Client Support
Excellent Organizational
SAS
Due Diligence
AML

Treasury
Customer Support
Payroll
Cash Management
Fixed Income
Project Scope
ITIL
Client Contacts
KYC
Customer Issues
SME
SharePoint
Data Fields
Data Integrity
HIPAA

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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