How to hire a client services executive

How to hire a client services executive, step by step

Here's a step-by-step client services executive 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 executive job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new client services executive
• Step 8: Go through the hiring process checklist

What does a client services executive do?

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1. Identify your hiring needs

   The client services executive hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

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

   Yes

   No

   You should also consider the ideal background you'd like them a client services executive to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a client services executive that fits the bill.

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

   Type of Client Services Executive	Description	Hourly rate
   Client Services Executive		$24-62
   Navigator	Navigators are responsible for a ship or aircraft's navigation requiring positional awareness. Their duties include mapping out for the journey, avoiding any hazards during travel, and advising the captain or commander on estimated time en route to the destination... Show more	$13-25
   Sales Coordinator	A sales coordinator is primarily responsible for managing a sales team, ensuring that all workforce members are functioning efficiently and are achieving the sales targets. For this, a sales coordinator must arrange strategic schedules, provide necessary support materials to each member, and devise plans that would help the team gain more sales... Show more	$14-24

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Account Management
   • Client Service
   • Customer Service
   • Project Management
   • Business Development
   • Client Relationships
   • Client Satisfaction
   • Customer Satisfaction
   • Service Delivery
   • Analytics
   • Healthcare
   • Cloud
   • Infrastructure
   • Client Facing

   Check all skills

   Responsibilities:

   • Maintain effective fiscal management of caseload by accurately processing field payroll, monitoring caseload metrics and managing billing and pay rates.
   • Maintain effective fiscal management of caseload by accurately processing field payroll, monitoring caseload metrics and managing billing and pay rates.
   • Partner with other Nielsen division on custom research and marketing initiatives to produce actionable recommendation on future business planning.

   More client services executive duties

3. Make a budget

   Including a salary range in your client services executive job description is a great way to entice the best and brightest candidates. A client services executive salary can vary based on several factors:

   • Location. For example, client services executives' average salary in mississippi is 40% less than in maryland.
   • Seniority. Entry-level client services executives earn 60% less than senior-level client services executives.
   • Certifications. A client services executive with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a client services executive's salary.

   Average client services executive salary

   $81,221yearly

   $39.05 hourly rate

   ---

   Entry-level client services executive salary

   $51,000 yearly salary

   Updated December 24, 2025

   Average client services executive salary by state

   Rank	State	Avg. salary	Hourly rate
   1	Washington	$98,112	$47
   2	California	$95,236	$46
   3	New York	$93,304	$45
   4	Massachusetts	$93,205	$45
   5	Virginia	$92,770	$45
   6	Michigan	$89,607	$43
   7	Wisconsin	$88,468	$43
   8	Pennsylvania	$88,285	$42
   9	Minnesota	$88,109	$42
   10	Illinois	$85,756	$41
   11	Ohio	$85,347	$41
   12	Colorado	$77,707	$37
   13	Indiana	$75,999	$37
   14	Missouri	$74,940	$36
   15	Arizona	$73,824	$35
   16	Georgia	$73,804	$35
   17	Texas	$70,856	$34
   18	Florida	$69,255	$33
   19	Iowa	$67,468	$32
   20	Oklahoma	$67,405	$32

   Average client services executive salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	UST Global	$134,980	$64.89
   2	Microsoft	$124,452	$59.83	9
   3	Ernst & Young	$118,872	$57.15	357
   4	IBM	$118,603	$57.02	61
   5	Teradata	$115,070	$55.32
   6	First Republic Bank	$114,995	$55.29
   7	Sungard Availability Services	$114,817	$55.20
   8	Cisco	$114,226	$54.92	125
   9	HSBC Bank	$112,009	$53.85
   10	The Walt Disney Company	$112,004	$53.85	12
   11	Western Asset Management	$106,786	$51.34
   12	Aricent	$105,093	$50.53
   13	Dotdash	$103,158	$49.60	1
   14	Nuveen Investments	$101,151	$48.63	10
   15	Fiserv	$99,614	$47.89	24
   16	Guidehouse	$98,820	$47.51	118
   17	Kainos	$96,573	$46.43	2
   18	Highspot	$95,176	$45.76	3
   19	Johnson Controls	$95,081	$45.71	113
   20	SHI International	$88,700	$42.64	147

4. Writing a client services executive job description

   A client services executive job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a client services executive job description:

   Client services executive job description example

   At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Upon resumption of normal operations, this role may be performed at our Depew, New York office.
   
   As an, Private Bank Bilingual Client Service Executive your main objective will be to provide an exceptional level of Customer Service and accuracy in execution, in a fast paced high energy environment to HSBC's most prestigious High Net Worth and Ultra High Net worth clients. You will always place the client first and work in a Team setting, as well as individually to ensure you not only meet but exceed our client's needs and expectations. Responsibilities include handling and servicing client inquiries and products including but not limited to; banking transactions, payment instructions, wire transfers, credit card servicing, loan servicing and digital support while always mitigating risk to the organization.
   About Us
   
   HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfill their hopes and realize their ambitions.
   
   As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
   
   Requirements
   
   Employment eligibility to work with HSBC in the U.S. is required as the company will not pursue visa sponsorship for these positions.
   
   * Language Skills: English and Mandarin is preferred
   * Minimum of two years proven and progressive service and related financial services industry experience or equivalent
   * Bachelor's degree in business, related field or equivalent experience
   * Strong research, communication, organizational, analytical, customer service, sales and problem-solving skills
   * Sound knowledge of HSBC products, markets and traditional and non-traditional service providers
   * Ability to manage multiple and changing priorities with tact, diplomacy and confidentiality
   * Strong knowledge of regulations affecting area of responsibility
   * Strong Written and Verbal Communication Skills
   
   As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
   
   For this role, which may be performed in Depew, NY, New York, NY, Miami, FL, San Francisco, CA, Los Angeles, CA, HSBC targets a fixed pay range between $45,100 and $110,100.
   
   The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
   
   At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.
   
   US HSBC is posting salary ranges for select roles as a part of a pilot program concerning pay transparency. Ranges are not included on all US HSBC job adverts at this time.
   
   #wayupwayup
   
   All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
   
   Apply

   Copy this example

   

5. Post your job

   To find the right client services executive for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with client services executives they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit client services executives who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your client services executive job on Zippia to find and attract quality client services executive candidates.
   • Use niche websites such as salesjobs, salesheads, allretailjobs.com, sales trax.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit client services executives, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you 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 executive

   Once you've decided on a perfect client services executive candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   Once that's done, you can draft an onboarding schedule for the new client services executive. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

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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How much does it cost to hire a client services executive?