How to hire a client services consultant

How to hire a client services consultant, step by step

Here's a step-by-step client services consultant hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a client services consultant job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new client services consultant
• Step 8: Go through the hiring process checklist

What does a client services consultant do?

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1. Identify your hiring needs

   Before you start hiring a client services consultant, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A client services consultant's background is also an important factor in determining whether they'll be a good fit for the position. For example, client services consultants from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   Here's a comparison of client services consultant salaries for various roles:

   Type of Client Services Consultant	Description	Hourly rate
   Client Services Consultant	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$19-52
   Service Center Representative	A service center representative is responsible for providing the highest customer satisfaction by responding to the customers' inquiries and concerns and resolving complaints. Service center representatives may also sell products and services to the customers according to their needs and specifications... Show more	$12-19
   Customer Service Clerk	A customer service clerk is responsible for resolving client issues, giving requested information, and providing clients high-quality customer service. Customer service clerks' tasks include sharing information, responding to and recording requests, collecting payments, and resolving billing disputes... Show more	$12-20

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • HR
   • Project Management
   • Payroll
   • Client Service
   • Client Satisfaction
   • Phone Calls
   • Customer Satisfaction
   • PowerPoint
   • Account Management
   • Troubleshoot
   • Client Facing
   • Client Support
   • Customer Inquiries

   Check all skills

   Responsibilities:

   • Manage 100+ clients every 4 weeks and engage in their advertising campaigns using 3 CRM systems.
   • Explain all the necessary features and benefits of owning a BMW to ensure individual sales are achieve.
   • Manage, document and track daily all technical inquiries using Salesforce.com.
   • Work with technical support as needed to effectively troubleshoot, analyze and resolve a client's concern and/or inquiry.
   • Provide guidance and troubleshoot project challenges during fielding.
   • Ensure accurate data integrity with the HRIS system database.

   More client services consultant duties

3. Make a budget

   Including a salary range in your client services consultant job description is one of the best ways to attract top talent. A client services consultant can vary based on:

   • Location. For example, client services consultants' average salary in hawaii is 59% less than in district of columbia.
   • Seniority. Entry-level client services consultants 63% less than senior-level client services consultants.
   • Certifications. A client services consultant with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a client services consultant's salary.

   Average client services consultant salary

   $66,671yearly

   $32.05 hourly rate

   ---

   Entry-level client services consultant salary

   $40,000 yearly salary

   Updated January 22, 2026

   Average client services consultant salary by state

   Rank	State	Avg. salary	Hourly rate
   1	New York	$97,243	$47
   2	Pennsylvania	$81,919	$39
   3	California	$79,713	$38
   4	Massachusetts	$79,383	$38
   5	Georgia	$74,486	$36
   6	Washington	$74,295	$36
   7	Illinois	$73,962	$36
   8	Minnesota	$73,122	$35
   9	Ohio	$72,916	$35
   10	Iowa	$72,377	$35
   11	Utah	$72,005	$35
   12	Texas	$70,821	$34
   13	North Dakota	$70,474	$34
   14	Wisconsin	$68,873	$33
   15	North Carolina	$67,609	$33
   16	Oregon	$65,019	$31
   17	Missouri	$64,999	$31
   18	Nebraska	$62,933	$30
   19	Colorado	$57,483	$28
   20	Florida	$55,059	$26

   Average client services consultant salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Control Risks	$147,112	$70.73
   2	Guidehouse	$118,623	$57.03	170
   3	Ernst & Young	$116,517	$56.02	533
   4	RSM US	$107,676	$51.77	57
   5	William O'Neil + Co.	$107,359	$51.61
   6	Cisco	$105,918	$50.92	23
   7	CVS Health	$105,476	$50.71	670
   8	Citi	$102,974	$49.51	18
   9	Silicon Valley Bank	$101,427	$48.76
   10	Mastercard	$101,298	$48.70	6
   11	Visa	$99,313	$47.75	15
   12	Radix	$97,804	$47.02	3
   13	MSCI	$97,394	$46.82	2
   14	Analytic Partners	$96,643	$46.46
   15	Northern Trust	$94,590	$45.48	3
   16	Icma-rc	$94,024	$45.20	1
   17	Avanade	$93,769	$45.08	1
   18	Ascensus	$90,905	$43.70	106
   19	PRO Unlimited	$88,293	$42.45	1
   20	MicroStrategy	$86,376	$41.53

4. Writing a client services consultant job description

   A good client services consultant job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a client services consultant job description:

   Client services consultant job description example

   Unum is a company of people serving people. As one of the world's leading employee benefits providers and a Fortune 500 company, Unum's financial protection benefits help protect more than 36 million working people and their families from the financial impact of illness or injury.
   
   Unum's two distinct, but similarly focused US businesses - Unum US and Colonial Life - are each a market leader in making disability, life, accident, critical illness, dental, and vision insurance accessible in the workplace.
   
   Headquartered in Chattanooga, Tennessee, Unum also has significant US operations in Portland, Maine and Baton Rouge, Louisiana - and over 35 field offices nationwide. Colonial Life is headquartered in Columbia, South Carolina with over 40 field offices nationwide.
   
   This position is responsible for partnering with the sales organization to support the acquisition strategy for new commercial accounts with 500 or more eligible employees. This includes guiding and consulting on the sales process from prospecting through discovery, business assessment, and negotiation of terms of the sales opportunity for the customer/company. This position manages the single point of entry for large account sales opportunities and is accountable for ensuring those opportunities are assessed from a balanced view of sales, underwriting risk, business risk, and business investment. This position has a strong partnership with all levels of sales management in the execution of the large case strategies. This position is also responsible for supporting a pro-active large case strategy for the territories supported. While this position must have a high degree of organizational credibility, the field should view them as an objective sales advocate. This position must be able to effectively represent Colonial Life in joint sales presentations, customer calls, and broker calls with the field.
   Principal Duties and Responsibilities
   Responsible for partnering with the sales organization to acquire new national accounts (commercial and public sector accounts with more than 500 eligible employees).Lead cross-functional areas during the sales development phase to evaluate and document expectations and ensure a smooth handoff for case implementation.Actively participate in the discovery process using current and established guidelines to deliver an optimal sales outcome for the customer, the sales organization, and the company
   Provide a single point of entry for the sales organization for prospective national account opportunities Provide home office sales support in the field for premier account prospects
   Support internal and external customer visits for prospective new national accounts, brokers and marketing alliance partners Responsible for assessment and development of recommendations to improve our competitive position in the 500+ customer segment.Responsible for developing training initiatives for large case talent in the territories supported with class room training & joint field work to court brokers/accounts Identify target broker through market research This position will have geographic responsibility for supporting specific sales territories across the country.Performs other duties as assigned.
   
   Job Specifications
   Knowledge of voluntary benefits business and large case enrollment strategies from end to end
   5+ years of experience with sales and/or national accounts4 year college degree or equivalent experience Good at identifying and qualifying national account prospects, telling our story, and assisting in closing Solid skills to manage the sales force through the sales process Professional image and behavior in various settings including the client arena Good at documenting, communicating and following through on critical issues and key decisions (good at “taking the order” and packaging the deal) Good consultative skills Good questioning and listening skills around needs Good at positioning products and services around needs Good at proposing appropriate solutions Strong negotiator- firm and assertive yet diplomatic“Boardroom Presence” - charismatic/presents good image, good with this level of decision maker, good on their feet, good at presenting in the client's language
   Organizational credibility Some travel required (30%)
   
   ~IN3
   L1-KL
   
   Our company is built on helping individuals and families, and this starts with our employees. We want employees to maintain a positive balance, which is why we provide access to the benefits and resources they need to invest in themselves. From our onsite fitness facilities and generous paid time off to employee professional development programs, we are committed to helping employees live and work their best - both inside and outside the office.
   
   Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
   
   Company:
   Colonial Life

   Copy this example

   

5. Post your job

   To find client services consultants for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any client services consultants they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level client services consultants with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your client services consultant job on Zippia to find and recruit client services consultant candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit client services consultants, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new client services consultant

   Once you've selected the best client services consultant candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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