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Become A Client Services Consultant

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Working As A Client Services Consultant

  • Getting Information
  • Interacting With Computers
  • Communicating with Persons Outside Organization
  • Communicating with Supervisors, Peers, or Subordinates
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $76,000

    Average Salary

What Does A Client Services Consultant Do

Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.

Duties

Customer service representatives typically do the following:

  • Listen to customers’ questions and concerns, and provide answers or responses
  • Provide information about products and services
  • Take orders, calculate charges, and process billing or payments
  • Review or make changes to customer accounts
  • Handle returns or complaints
  • Record details of customer contacts and actions taken
  • Refer customers to supervisors or more experienced employees

Customer service representatives answer questions or requests from customers or the public. They typically provide services by phone, but some also interact with customers face to face, by email, or live chat.

The specific duties of customer service representatives vary by industry. For example, representatives who work in banks may answer customers’ questions about their accounts. Representatives who work for utility and communication companies may help customers with service problems, such as outages. Those who work in retail stores often handle returns, process refunds, and help customers locate items. Some representatives make changes to customers’ accounts, such as updating addresses or canceling orders. Although selling is not their main job, some representatives may help generate sales while providing information about a product or service.

Customer service representatives typically use a telephone, computer, and other office equipment. For example, representatives who work in call centers answer phone calls and use computers to review and select standard responses from a list of options. Those employed in retail stores use registers to process returns or orders.

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How To Become A Client Services Consultant

Customer service representatives typically need a high school diploma and receive on-the-job training to learn the specific skills needed for the job. They should be good at communicating and interacting with people and have some experience using computers.

Education

Customer service representatives typically need a high school diploma.

Training

Customer service representatives usually receive short-term on-the-job training, lasting 2 to 3 weeks. Those who work in finance and insurance may need several months of training to learn more complicated financial regulations.

General customer-service training may focus on procedures for answering questions, information about a company’s products and services, and computer and telephone use. Trainees often work under the guidance of an experienced worker for the first few weeks of employment.

In certain industries, such as finance and insurance, customer service representatives must remain current with changing regulations.

Licenses, Certifications, and Registrations

Customer service representatives who provide information about finance and insurance may need a state license. Although licensing requirements vary by state, they usually include passing a written exam. Some employers and organizations may provide training for these exams.

Important Qualities

Communication skills. Customer service representatives must be able to provide information in writing, by phone, or in person so that customers can understand them.

Customer-service skills. Representatives help companies retain customers by answering their questions and complaints in a helpful and professional manner.

Interpersonal skills. Representatives should be able to create positive interactions with customers.

Listening skills. Representatives must listen carefully and understand a customer’s situation in order to assist them.

Patience. Representatives should be patient and polite, especially when interacting with dissatisfied customers.

Problem-solving skills. Representatives must determine solutions to a customer’s problem. By resolving issues effectively, representatives contribute to customer loyalty and retention.

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Client Services Consultant Career Paths

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Help others decide if this is a good career for them

Average Length of Employment
Service Consultant 3.0 years
Client Associate 3.0 years
Client Liaison 2.8 years
Client Manager 2.7 years
Client Specialist 2.3 years
Top Careers Before Client Services Consultant
Consultant 8.6%
Internship 6.1%
Manager 4.4%
Specialist 3.5%
Supervisor 2.9%
Analyst 2.9%
Cashier 2.9%
Top Careers After Client Services Consultant
Consultant 14.0%
Manager 5.0%
Specialist 3.1%
Owner 2.8%
Recruiter 2.8%

Do you work as a Client Services Consultant?

Client Services Consultant Demographics

Gender

Female

47.7%

Male

43.2%

Unknown

9.1%
Ethnicity

White

61.0%

Hispanic or Latino

15.0%

Black or African American

11.3%

Asian

9.2%

Unknown

3.5%
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Foreign Languages Spoken

Spanish

47.2%

French

14.2%

German

5.5%

Japanese

4.7%

Russian

3.9%

Italian

3.9%

Portuguese

3.1%

Chinese

3.1%

Arabic

3.1%

Swedish

1.6%

Mandarin

1.6%

Ukrainian

1.6%

Turkish

0.8%

Gujarati

0.8%

Hindi

0.8%

Korean

0.8%

Bengali

0.8%

Filipino

0.8%

Tagalog

0.8%

Hebrew

0.8%
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Client Services Consultant Education

Schools

University of Phoenix

19.6%

Western Connecticut State University

6.4%

New York University

5.7%

University of North Texas

5.0%

University of Maryland - College Park

5.0%

Pennsylvania State University

4.6%

University of North Carolina at Greensboro

4.3%

Michigan State University

3.9%

State University of New York Buffalo

3.9%

University of Connecticut

3.9%

University of Missouri - Columbia

3.9%

DePaul University

3.9%

University of Iowa

3.9%

Sacred Heart University

3.9%

Strayer University

3.9%

University of Pittsburgh -

3.9%

Fairleigh Dickinson University

3.6%

Georgia State University

3.6%

Fordham University

3.6%

Florida State University

3.6%
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Majors

Business

34.1%

Finance

8.7%

Marketing

6.9%

Communication

5.5%

Psychology

4.8%

Management

4.5%

Accounting

4.3%

Computer Science

3.4%

Economics

3.0%

Political Science

3.0%

Human Resources Management

2.9%

Criminal Justice

2.7%

Education

2.3%

Project Management

2.2%

English

2.1%

Liberal Arts

2.1%

Computer Information Systems

2.1%

Sociology

1.9%

Public Relations

1.8%

Law

1.8%
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Degrees

Bachelors

49.3%

Masters

21.5%

Other

16.2%

Associate

6.3%

Certificate

3.3%

Doctorate

1.7%

Diploma

1.1%

License

0.5%
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Job type you want
Full Time
Part Time
Internship
Temporary
Average Yearly Salary
$76,000
View Detailed Salary Report
$50,000
Min 10%
$76,000
Median 50%
$76,000
Median 50%
$76,000
Median 50%
$76,000
Median 50%
$76,000
Median 50%
$76,000
Median 50%
$76,000
Median 50%
$116,000
Max 90%
Best Paying Company
Openlink Financial
Highest Paying City
San Francisco, CA
Highest Paying State
Delaware
Avg Experience Level
2.8 years
How much does a Client Services Consultant make at top companies?
The national average salary for a Client Services Consultant in the United States is $76,950 per year or $37 per hour. Those in the bottom 10 percent make under $50,000 a year, and the top 10 percent make over $116,000.

Real Client Services Consultant Salaries

Job Title Company Location Start Date Salary
Senior Client Services Consultant Openlink Financial LLC New York, NY Sep 07, 2014 $126,422
Senior Client Services Consultant Openlink Financial, Inc. Uniondale, NY Nov 28, 2014 $120,000
Implementation Client Services Consultant Cashedge, Inc. Sunnyvale, CA Jul 04, 2011 $116,000 -
$125,000
Client Service Consultant Cisco Systems, Inc. San Jose, CA Jan 09, 2016 $114,878 -
$167,500
Client Service Consultant Cisco Systems, Inc. Santa Clara, CA Jan 09, 2016 $114,878 -
$167,500
Client Services Consultant Open Link Financial Inc. Houston, TX Nov 24, 2009 $112,500
Client Services Consultant Open Link Financial Inc. New York, NY Sep 07, 2011 $103,000
Senior Client Services Consultant Lecorpio, LLC Sandy, UT Jul 25, 2016 $100,000
Client Insights Consultant Information Resources, Inc. Chicago, IL Jan 07, 2015 $100,000
Senior Client Services Consultant Lecorpio, LLC Fremont, CA Jul 01, 2013 $100,000
Senior Client Services Consultant Lecorpio, LLC Sandy, UT Jul 25, 2016 $95,000
Senior Client Services Consultant Lecorpio, LLC Sandy, UT Apr 02, 2016 $95,000
Senior Client Services Consultant Lecorpio, LLC Sandy, UT Jul 25, 2013 $95,000
Client Services Consultant Open Link Financial Inc. New York, NY Sep 18, 2011 $95,000
Client Service Consultant Openlink Financial LLC New York, NY Oct 01, 2014 $90,000
Client Services Consultant Openlink Financial LLC New York, NY Oct 01, 2014 $90,000
Client Services Consultant Openlink Financial LLC New York, NY Oct 15, 2014 $90,000
Client Services Consultant Openlink Financial LLC New York, NY Sep 10, 2014 $87,000
Senior Client Services Consultant Lecorpio, LLC Fremont, CA Jun 25, 2012 $80,000
SR. Client Services Consultant Pro Unlimited Jersey City, NJ Jan 03, 2016 $78,750
Client Services Consultant Pro Unlimited Global Solutions New York, NY Mar 03, 2014 $75,000
Risk Client Services Consultant Hedgemark Risk Analytics, LLC New York, NY Jun 16, 2015 $65,900
Client Service Consultant Information Resources, Inc. Atlanta, GA Aug 13, 2015 $65,104 -
$105,000
Client Services Consultant Open Link Financial Inc. New York, NY Oct 01, 2010 $65,000
Client Services Consultant Openlink Financial LLC New York, NY Sep 16, 2013 $62,830
Client Services Consultant Sungard Ambit LLC Boston, MA Apr 27, 2015 $62,005

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Top Skills for A Client Services Consultant

  1. New Clients
  2. Customer Service
  3. Financial Advisors
You can check out examples of real life uses of top skills on resumes here:
  • Program Management responsibilities for metro-Atlanta clients included attending account meetings, on-boarding new clients, and providing quarterly and annual reporting.
  • Team oriented providing strong solutions with inventory, returns/exchanges, any cash/credit transactions and quality customer service to reduce security risks.
  • Provided system consultations to financial advisors, and facilitated escalated issues.
  • Document all testing and standard procedures according to established standard operating procedures.
  • Examine complex and high risk transactions to ensure compliance with corporate and government regulations (OCC & NSS).

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Top 10 Best States for Client Services Consultants

  1. Rhode Island
  2. Massachusetts
  3. Minnesota
  4. New York
  5. District of Columbia
  6. North Dakota
  7. Connecticut
  8. New Jersey
  9. Vermont
  10. Washington
  • (88 jobs)
  • (655 jobs)
  • (455 jobs)
  • (1,014 jobs)
  • (168 jobs)
  • (73 jobs)
  • (221 jobs)
  • (737 jobs)
  • (50 jobs)
  • (449 jobs)

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