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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

  • $65,000

    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 jobs

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Client Services Consultant Career Paths

Client Services Consultant
Client Services Manager Operations Manager General Manager
Account Manager
5 Yearsyrs
Senior Consultant Program Manager Business Developer
Business Development Manager
9 Yearsyrs
Program Manager General Manager
District Manager
7 Yearsyrs
Marketing Manager Marketing Director
General Manager
7 Yearsyrs
Client Services Manager Senior Project Manager Program Director
Human Resources Manager
7 Yearsyrs
Program Manager Marketing Manager
Marketing Director
7 Yearsyrs
Operations Specialist Project Manager Program Manager
Marketing Manager
6 Yearsyrs
Marketing Manager General Manager
Operations Director
9 Yearsyrs
Assistant Vice President Human Resources Coordinator Specialist
Operations Manager
7 Yearsyrs
Assistant Vice President Senior Consultant
Product Manager
7 Yearsyrs
Senior Consultant Project Manager
Program Manager
8 Yearsyrs
Human Resources Coordinator Recruiter Operations Manager
Purchasing Manager
9 Yearsyrs
Operations Specialist Operations Manager Account Executive
Regional Sales Manager
9 Yearsyrs
Product Manager Sales And Marketing Manager Account Manager
Relationship Manager
6 Yearsyrs
Human Resources Coordinator Specialist Account Manager
Sales Account Manager
6 Yearsyrs
Business Developer Business Manager Sales/Marketing
Sales Manager
5 Yearsyrs
Business Developer Business Development Manager
Senior Account Manager
7 Yearsyrs
Project Manager Consultant Senior Consultant
Senior Manager
10 Yearsyrs
Project Manager Program Manager
Senior Project Manager
12 Yearsyrs
Product Manager Marketing Manager General Manager
Territory Manager
7 Yearsyrs
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Average Length of Employment
Service Consultant 3.0 years
Client Associate 2.8 years
Client Liaison 2.7 years
Consultant 2.4 years
Client Specialist 2.3 years
Client Coordinator 2.2 years
Top Employers Before
Consultant 7.9%
Manager 5.5%
Internship 5.5%
Specialist 3.1%
Supervisor 2.8%
Top Employers After
Consultant 12.2%
Manager 3.5%
Internship 2.9%
Owner 2.7%

Client Services Consultant Demographics

Gender

Female

51.2%

Male

46.4%

Unknown

2.4%
Ethnicity

White

77.3%

Hispanic or Latino

10.4%

Asian

9.7%

Unknown

1.8%

Black or African American

0.8%
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Languages Spoken

Spanish

45.0%

French

13.0%

Italian

7.0%

Japanese

5.0%

Portuguese

4.0%

German

4.0%

Russian

4.0%

Arabic

4.0%

Chinese

3.0%

Swedish

1.0%

Hindi

1.0%

Filipino

1.0%

Ukrainian

1.0%

Hebrew

1.0%

Bengali

1.0%

Tagalog

1.0%

Urdu

1.0%

Polish

1.0%

Mandarin

1.0%

Gujarati

1.0%
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Client Services Consultant Education

Schools

University of Phoenix

17.0%

Western Connecticut State University

8.0%

Georgia State University

6.3%

New York University

5.1%

State University of New York Buffalo

5.1%

University of Pittsburgh -

5.1%

DePaul University

4.5%

Sacred Heart University

4.5%

Syracuse University

4.0%

Fairleigh Dickinson University

4.0%

University of Iowa

4.0%

American InterContinental University

4.0%

University of Missouri - Saint Louis

4.0%

University of Georgia

4.0%

University of Nebraska at Omaha

3.4%

Michigan State University

3.4%

Fordham University

3.4%

Liberty University

3.4%

Kaplan University

3.4%

Northeastern University

3.4%
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Majors

Business

34.7%

Finance

9.5%

Marketing

6.9%

Communication

5.8%

Psychology

4.2%

Management

4.0%

Computer Science

3.6%

Economics

3.2%

Political Science

3.2%

Human Resources Management

3.2%

Accounting

3.2%

Education

2.5%

Liberal Arts

2.3%

Project Management

2.2%

Criminal Justice

2.2%

English

2.1%

Health Care Administration

2.1%

Information Systems

1.8%

Sociology

1.8%

Computer Information Systems

1.8%
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Degrees

Bachelors

48.3%

Masters

23.0%

Other

15.3%

Associate

6.4%

Certificate

3.8%

Doctorate

2.0%

Diploma

0.9%

License

0.4%
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Job type you want
Full Time
Part Time
Internship
Temporary

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 Services Consultant Openlink Financial LLC New York, NY Oct 15, 2014 $90,000
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 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

FinancialAdvisorsCustomerServiceClientServicesComplianceClientRelationsDataAnalysisConsultantsWebTechnicalSupportPayrollProjectManagementAccountManagementProcessImprovementHighNETSQLServerCustomerSatisfactionHRClientSatisfactionBusinessDevelopmentNewClients

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Top Client Services Consultant Skills

  1. Financial Advisors
  2. Customer Service
  3. Client Services
You can check out examples of real life uses of top skills on resumes here:
  • Promoted to collaborate with internal and external wholesalers to provide best in class service to financial advisors.
  • Received several awards for excellent customer service provided.
  • Manage a team of five Client Services Consultants and twelve sales reps.
  • Verified design with a professional external quality assurance consultant for accuracy and compliance.
  • Utilized my strong communications skills to manage client relationships, work under pressure, and solve problems.

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