How To Become A Client Services Professional: What It Is and Career Path

What is a client services professional and how to become one

Updated January 8, 2025

4 min read

Client service professionals are important in business organizations because they act as the bridge between the company and its clients. So, what exactly do they do? They give clients vital information about products and services and, therefore, encourage these customers to buy. When you become a client service professional, your employer will expect you to maintain a high level of professionalism and competence, especially when interacting with clients. You'll grow relationships with customers and follow them up by calling. Also, you may sometimes need to train new staff members.

The perfect client services professional candidate must exhibit patience, attentiveness, creativity, resourcefulness, and time management skills. Phone etiquette and empathy are must-have qualities as well. You could acquire a bachelor's degree, although it's possible to find employment in this role using only a high school diploma. Your salary will be around $18 per hour and $36,531 per year.

ScoreClient Services ProfessionalUS Average

Salary

7.3

Avg. Salary $93,604

Avg. Salary $59,228

Stability level

5.9

Growth rate -4%

Growth rate 0.3%

Diversity

9.2

Race

American Indian and Alaska Native 0.68%

Asian 6.34%

Black or African American 11.81%

Hispanic or Latino 21.87%

Unknown 5.22%

White 54.07%

Gender

female 81.10%

male 18.90%

Age - 39

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 39

Stress level

5.9

Stress level is manageable

7.1 - high

Complexity level

6.6

Complexity level is challenging

7 - challenging

Work life balance

6.5

Work life balance is good

6.4 - fair

Key steps to become a client services professional

Explore client services professional education requirements

Most common client services professional degrees

Bachelor's

40.5 %

Associate

24.8 %

High School Diploma

19.2 %

Start to develop specific client services professional skills

Skills	Percentages
Client Service	12.39%
Inbound Calls	10.23%
Client Issues	8.45%
Appointment Scheduling	5.47%
CSP	5.41%

Complete relevant client services professional training and internships

Accountants spend an average of 6-12 months on post-employment, on-the-job training. New client services professionals learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a client services professional based on U.S. Bureau of Labor Statistics data and data from real client services professional resumes.

Research client services professional duties and responsibilities

Manage and maintain client information in CRM and create monthly shipping reports.
Utilize a CRM to manage current clients and schedule all planning activities.
Schedule client appointments with tax professionals on a variety of POS systems to manage the flow of daily operation.
Lead the development of intellectual property (IP) and internal/external processes and relationships in order to deliver ITIL offering.

Prepare your client services professional resume

When your background is strong enough, you can start writing your client services professional resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a client services professional resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable client services professional resume templates

Build a professional client services professional resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your client services professional resume.