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Client services assistant skills for your resume and career

Updated January 8, 2025
5 min read
Client services assistant example skills
Below we've compiled a list of the most critical client services assistant skills. We ranked the top skills for client services assistants based on the percentage of resumes they appeared on. For example, 18.6% of client services assistant resumes contained assist clients as a skill. Continue reading to find out what skills a client services assistant needs to be successful in the workplace.

15 client services assistant skills for your resume and career

1. Assist Clients

Here's how client services assistants use assist clients:
  • Assist clients with developmental disabilities in completing daily activities, administer medications, accompany to Dr.
  • Assist clients in jewelry selecting by understanding and anticipating their requirements.

2. 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 assistants use customer service:
  • Utilized extensive customer service experience and communication skills by conducting telephone conversations with customers, the sales department and other businesses.
  • Provided excellent customer service through proper presentation of information, handled customer complaints quickly by identifying problems and creating solutions.

3. Client Service

Here's how client services assistants use client service:
  • Assisted financial planners/brokers with daily investment operations, including daily client service, client correspondence and scheduling.
  • Delivered client service and managed processing of financial forms for accounts with broker-dealer and financial institutions

4. ADL

ADL is a clinical shorthand for "activities of daily living." It includes tasks such as feeding, dressing, bathing, and caring for one's self and personal hygiene.

Here's how client services assistants use adl:
  • Assisted client with ADL's and re positioning.
  • Assist clients with ADL's such as clean their own room, shower, laundry, etc.

5. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how client services assistants use financial statements:
  • Managed client reporting, including monthly and quarterly performance and portfolio specific newsletters; audited financial statements and daily transaction reports.
  • Assisted Relationship Manager with preparation and consolidation of financial statements.

6. Vital Signs

Vital signs are a set of values indicating different body systems' performance. They are measurements of the body's most basic functions. The four major vital signs used in medicine to assess a patient are body temperature, pulse rate, respiration rate, and blood pressure.

Here's how client services assistants use vital signs:
  • Perform health related tasks like changing surgical dressing, monitor vital signs including blood pressure, temperature, respiration and pulse.
  • Assist client in their homes with activities of daily living, monitor and record vital signs, assist with medication administration.

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7. Meal Prep

Meal prepping refers to the practice of preparing healthy meals long before the timing of its consumption. This practice is widely popular among working individuals who have very little free time on their hands. Prepping for future meals has some great health benefits apart from saving one's time as it enforces the idea of healthy eating and discourages the temptation of fast foods and takeouts.

Here's how client services assistants use meal prep:
  • Assisted with an array of duties including medication administration, bathing, meal preparation, exercise if applicable, etc.
  • Assist clients with activities of daily living which include meal preparation, bathing, dressing, and administration of medication.

8. PowerPoint

Here's how client services assistants use powerpoint:
  • Generated detailed excel spreadsheet and PowerPoint quarterly status reports to executives using internet research software.
  • Created PowerPoint presentations for Plan Administrator.

9. Schedule Appointments

Here's how client services assistants use schedule appointments:
  • Schedule appointments for multiple general practitioners and specialists.
  • Called to touch base with clients regarding their investments, questions clients may have, and schedule appointments when needed.

10. Client Accounts

Here's how client services assistants use client accounts:
  • Monitored client accounts for billing and payment delinquency, and forwarded concerns immediately to brokers and sales representatives.
  • Generated customer proposals and submitted for bid selection obtaining new client accounts.

11. Front Desk

Here's how client services assistants use front desk:
  • Respond to email, relieve front desk, log in patients upon arrival, and schedule follow-up appointment if necessary.
  • Maintain front desk presence by meeting, greeting, and directing clients, contractors, vendors, and guests.

12. Client Satisfaction

Here's how client services assistants use client satisfaction:
  • Provide the highest level of proficiency while establishing initial communication ensuring safety, expectation, and client satisfaction.
  • Position required the ability to work in a fast-paced demanding market research operation, with strong focus on Client Satisfaction.

13. Mental Health

Mental health is the state of wellbeing in which an individual can cope with the regular stresses and tensions of life, and can work productively without having any emotional or psychological breakdown. Mental health is essential for a person of any age and helps them make the right decisions in their life.

Here's how client services assistants use mental health:
  • Facilitate referrals to clinically indicated services such as housing assistance, vocational rehabilitation, mental health, specialty care.
  • Provide social work and case management services by linking, coordinating and monitoring mental health and substance abuse services.

14. Direct Support

Direct support is a one-on-one service that helps with daily life skills and tasks that strengthen one's independence. A direct support professional is responsible for a variety of tasks related to the general care of people with physical, cognitive, or developmental disabilities. The goal is to assist people to reach their full potential and to integrate and get engaged in their community.

Here's how client services assistants use direct support:
  • Provide direct support to individuals with developmental disabilities, provide assistance with independent living goals and accessing the community.
  • Risk management * Received certification for Direct Support Professional year 1 and 2 from the California Department of Developmental Services

15. Telephone Calls

Telephone calls are a communication means through which a caller is connected to the called party. The call is done through a telecommunications device called a telephone. The caller can use a landline, mobile phone, or satellite phone to make the call.

Here's how client services assistants use telephone calls:
  • Answered incoming telephone calls, responded to callers' questions, and referred to the appropriate staff member.
  • Answered telephone calls and conversed with clients and vendors regularly regarding inventory and resolving order issues.
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List of client services assistant skills to add to your resume

Client services assistant skills

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

  • Assist Clients
  • Customer Service
  • Client Service
  • ADL
  • Financial Statements
  • Vital Signs
  • Meal Prep
  • PowerPoint
  • Schedule Appointments
  • Client Accounts
  • Front Desk
  • Client Satisfaction
  • Mental Health
  • Direct Support
  • Telephone Calls
  • Medication Administration
  • Transport Clients
  • CPR
  • Blood Pressure
  • Real Estate
  • Care Plan
  • Medical Appointments
  • Medication Reminders
  • Patient Care
  • Direct Care
  • Developmental Disabilities
  • Physical Therapy
  • Travel Arrangements
  • Community Resources
  • Client Inquiries
  • Expense Reports
  • Support Clients
  • Emotional Support
  • Oral Care
  • Doctor Appointments
  • Household Chores
  • Skin Care
  • Clean Environment
  • Tax Returns
  • Healthy Lifestyle
  • Groceries

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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