What does a client services assistant do?
A client services assistant is responsible for responding to the clients' inquiries and concerns, escalating high-level complaints to the appropriate department, and accurately processing their service requests. Client services assistants also manage disputes, issue refunds as needed, schedule management meetings, and support the organization's strategic procedures to ensure client satisfaction and maintain a good reputation. They also help identify business opportunities, considering clients' preference to close more projects that would generate revenues and achieve profitability goals.
Client services assistant responsibilities
Here are examples of responsibilities from real client services assistant resumes:
- Identify project priorities and work with senior account managers/team leads to identify most critical projects and communicate them with account coordinators.
- Provide comfort care, meal preparation, and medication reminders; assist with ADL's and transport clients as needed.
- Prepare monthly reports to nuclear plants using SAS to create statistical tables and graphs.
- Programme in SAS for data listings, summary tables, plots and standard statistical procedures.
- Assist elderly client with ADL's cooking cleaning and assisting with doctor's appointments, medication reminder.
- Prepare expense reports and create PowerPoint presentations.
- Assist patients with personal care -Writing monitoring documentation -Patient feedings and redirecting unhealthy behavior
- Generate detailed excel spreadsheet and PowerPoint quarterly status reports to executives using internet research software.
- Assist patients in therapeutic activities and communicate effectively with the mentally ill and emotionally disturb.
- Identify project priorities and work with senior account managers/team leads to identify most critical projects and communicate them with account coordinators.
- Maintain and retrieve client records by using OTDA inquiry.
- Scrutinize data files to ensure accurate data exchange between OTDA and outside agencies.
- Healthdetermine eligibility for food stamps, TANF and Medicaid assistance.
- Assist filling out of applications for government programs such as Medicaid, food assistance and TANF.
- Utilize other staff members to provide personalize learning opportunities for students that emphasize employability skills.
Client services assistant skills and personality traits
We calculated that 19% of Client Services Assistants are proficient in Assist Clients, Customer Service, and Client Service. They’re also known for soft skills such as Communication skills, Compassion, and Interpersonal skills.
We break down the percentage of Client Services Assistants that have these skills listed on their resume here:
- Assist Clients, 19%
Assist clients with developmental disabilities in completing daily activities, administer medications, accompany to Dr.
- Customer Service, 14%
Utilized extensive customer service experience and communication skills by conducting telephone conversations with customers, the sales department and other businesses.
- Client Service, 10%
Assisted financial planners/brokers with daily investment operations, including daily client service, client correspondence and scheduling.
- ADL, 5%
Assisted client with ADL's and re positioning.
- Financial Statements, 5%
Managed client reporting, including monthly and quarterly performance and portfolio specific newsletters; audited financial statements and daily transaction reports.
- Vital Signs, 4%
Perform health related tasks like changing surgical dressing, monitor vital signs including blood pressure, temperature, respiration and pulse.
Common skills that a client services assistant uses to do their job include "assist clients," "customer service," and "client service." You can find details on the most important client services assistant responsibilities below.
Communication skills. To carry out their duties, the most important skill for a client services assistant to have is communication skills. Their role and responsibilities require that "social and human service assistants talk with clients about the challenges in their lives and assist them in getting help." Client services assistants often use communication skills in their day-to-day job, as shown by this real resume: "assist clients with daily living skills including: hygiene, house keeping, meal preparation, and communication. "
Compassion. Many client services assistant duties rely on compassion. "social and human service assistants often work with people who are in stressful and difficult situations," so a client services assistant will need this skill often in their role. This resume example is just one of many ways client services assistant responsibilities rely on compassion: "delivered high-quality and compassionate care to individuals with intellectual and developmental disabilities. "
Interpersonal skills. Another skill that relates to the job responsibilities of client services assistants is interpersonal skills. This skill is critical to many everyday client services assistant duties, as "social and human service assistants must make their clients feel comfortable discussing sensitive issues." This example from a resume shows how this skill is used: "perform at a high level of customer service that is maintained through an interpersonal relationship with the client. "
Organizational skills. client services assistant responsibilities often require "organizational skills." The duties that rely on this skill are shown by the fact that "social and human service assistants must often complete lots of paperwork and work with many different clients." This resume example shows what client services assistants do with organizational skills on a typical day: "provided clerical and organizational help for social workers. "
Problem-solving skills. Another crucial skill for a client services assistant to carry out their responsibilities is "problem-solving skills." A big part of what client services assistants relies on this skill, since "social and human service assistants help clients find solutions to their problems." How this skill relates to client services assistant duties can be seen in an example from a client services assistant resume snippet: "identify front desk barriers and proactively offer solutions. "
Time-management skills. While "time-management skills" is last on this skills list, don't underestimate its importance to client services assistant responsibilities. Much of what a client services assistant does relies on this skill, seeing as "social and human service assistants often work with many clients." Here is a resume example of how this skill is used in the everyday duties of client services assistants: "assisted all departments to make sure deadlines were met, provided great customer service to all contacts. "
The three companies that hire the most client services assistants are:
- Randstad North America, Inc.24 client services assistants jobs
- Wells Fargo22 client services assistants jobs
- AppleOne Employment Services14 client services assistants jobs
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Compare different client services assistants
Client services assistant vs. Addictions counselor assistant
An addictions counselor assistant works with a head counselor to provide support to patients suffering from addiction. They deal with the clerical and administrative side of running a counseling firm. This includes managing data, maintaining confidentiality of patient information, monitoring adherence to government regulations, and assisting with patients' treatment.
These skill sets are where the common ground ends though. The responsibilities of a client services assistant are more likely to require skills like "assist clients," "customer service," "adl," and "financial statements." On the other hand, a job as an addictions counselor assistant requires skills like "patients," "social work," "substance abuse," and "crisis intervention." As you can see, what employees do in each career varies considerably.
Addictions counselor assistants earn the highest salaries when working in the education industry, with an average yearly salary of $48,803. On the other hand, client services assistants are paid more in the finance industry with an average salary of $40,561.The education levels that addictions counselor assistants earn slightly differ from client services assistants. In particular, addictions counselor assistants are 7.6% more likely to graduate with a Master's Degree than a client services assistant. Additionally, they're 2.9% more likely to earn a Doctoral Degree.Client services assistant vs. Student support services
The one who shows the track of academic pursuit is student support service. Equipped with a wide range of knowledge themselves, such people provide auxiliary aids and services to the aspirants. They select appropriate and effective accommodations and provide counseling to the students.
While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that client services assistant responsibilities requires skills like "assist clients," "customer service," "client service," and "adl." But a student support services might use other skills in their typical duties, such as, "student support," "support services," "financial aid," and "academic support."
On average, student support services earn a higher salary than client services assistants. Some industries support higher salaries in each profession. Interestingly enough, student support services earn the most pay in the education industry with an average salary of $38,009. Whereas client services assistants have higher pay in the finance industry, with an average salary of $40,561.Average education levels between the two professions vary. Student support services tend to reach higher levels of education than client services assistants. In fact, they're 9.3% more likely to graduate with a Master's Degree and 2.9% more likely to earn a Doctoral Degree.Client services assistant vs. Program assistant
Program assistants are usually entry-level or junior employees assigned to a department that handles a specific program in the organization. They assist the team they are assigned to in the implementation of the programs. They usually take care of administrative or clerical activities while also getting exposure to actual program management. Program assistants get trained to handle agendas from inception, to sourcing, to implementation, to evaluation. They may also handle documentary support for business cases or other presentation materials that the team may need for a specific part of the program management cycle.
The required skills of the two careers differ considerably. For example, client services assistants are more likely to have skills like "assist clients," "client service," "adl," and "financial statements." But a program assistant is more likely to have skills like "patients," "data entry," "hr," and "excellent interpersonal."
Program assistants earn the best pay in the government industry, where they command an average salary of $41,993. Client services assistants earn the highest pay from the finance industry, with an average salary of $40,561.When it comes to education, program assistants tend to earn similar degree levels compared to client services assistants. In fact, they're 4.2% more likely to earn a Master's Degree, and 0.0% more likely to graduate with a Doctoral Degree.Client services assistant vs. Social services specialist
A Social Services Specialist provides social services to children and adults in communities, facilities, institutions, or hospitals. They develop and implement specialized treatment programs.
Even though a few skill sets overlap between client services assistants and social services specialists, there are some differences that are important to note. For one, a client services assistant might have more use for skills like "assist clients," "customer service," "client service," and "adl." Meanwhile, some responsibilities of social services specialists require skills like "social work," "patients," "substance abuse," and "discharge planning. "
The insurance industry tends to pay the highest salaries for social services specialists, with average annual pay of $64,884. Comparatively, the highest client services assistant annual salary comes from the finance industry.The average resume of social services specialists showed that they earn higher levels of education compared to client services assistants. So much so that theyacirc;euro;trade;re 17.1% more likely to earn a Master's Degree and less likely to earn a Doctoral Degree by 0.2%.Types of client services assistant
Updated January 8, 2025
