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Become A Client Services Professional

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Working As A Client Services Professional

  • 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

  • $32,802

    Average Salary

What Does A Client Services Professional Do At Xerox

* Manages technical escalations between client IT and Xerox internal personnel, including server issues, server updates, security protocols and performing advanced troubleshooting (issues that would result in work stoppage) of network related issues with 2nd level support (Xerox Developers, Professional Services) and client IT personnel.
* Supports technical set up, installation and integration for new and changes to existing solutions.
* Engage Professional Services Systems Analysts as needed.
* Test applications when new device or software are introduced; ensure applications are fully functional (run pilots and parallels to engage and disengage applications).
* Manage the design and integration of new and expanded solutions for same account revenue growth.
* Handles day to day development, maintenance and management of the site technical workflows and processes.
* Develop and provide technical documentation and supporting information to appropriate channels within Xerox to improve support around our solutions.
* Create web based presentations for training purposes .
* Establish strong working relationships with Xerox Account Team members, Xerox Value Chain partners, 3rd party providers and client IT contacts to maintain technology solution and functionality of contracted solutions.
* Mentor on-site Client Associates to coach and transfer skills to perform standard, frequently occurring tasks related to device function, connectivity, and software.
* Utilizes system analysis techniques to develop / resolve network communications, file submission, and application workflows.
* Engage Professional Services Analysts for collaboration as needed.
* Communications:
* Ensures day to day interface with account key contacts
* Works closely with immediate manager sharing information and following-up with account activity / Training Project Plan
* Coordinates and leads internal and external site team meetings
* Participates in internal and external account reviews
* Qualifications
* Use of Computer: Email, MS Word, Excel, PowerPoint
* Problem resolution and escalation
* Excellent verbal and written communications
* Use of organizational and time management skills to facilitate client deliverables
* Ability to manage multiple tasks
* Able to lift and move up to 50 pounds
* Experience in Computer / Printer / Networking Installation and Support
* Experience with extensive array of network printers and Digital Front End (DFE’s)
* Experienced with advanced principles of print theory, network processes and instruments, print management
* Minimum Technical Degree or equivalent Military/other experience in technical field (IT and computer related)
* Candidate Background:
* Minimum Proficient in relevant IT (Xerox and customer) including operating systems, networks, software applications, file types, and hardware connectivity
* Minimum Ability to develop, present and illustrate network flows
* Minimum Ability to interface and communicate (verbal andwritten) effectively with internal and external contacts as well as within small and larger group work teams
* Minimum Skills must include an ability to work with and influence people, systematic and logical technical analysis, creative problem solving, and the ability to synthesize and balance among conflicting interests and needs.
* Minimum Troubleshooting (Software/hardware) infrastructure (i.e. Servers, Networks, etc.)
* Minimum Demonstrated technical leadership in complex projects and ability to interface at executive levels with minimal guidance
* Minimum Knowledge of current office devices and color and mono production hardware
* Minimum Stay abreast of changing and new technology (Continuous Learning) i.e. Cloud Technology
* Minimum Proficient understanding of Network and Data Security solutions (encryption, firewall, etc.)
* Minimum Intermediate knowledge of database application support, transaction scripting and maintenance (ie: Oracle)
* Minimum Knowledge of Application development lifecycles and software control
* Minimum Ability to lead collaboration between third party partners, Xerox technology experts and customer IT department to ensure a solution that meets the clients requirements _Xerox is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, sex, marital status, sexual orientation, physical or mental disability, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law.
* People with disabilities who need a reasonable accommodation to apply or compete for employment with Xerox may request such accommodation(s) by sending an e-mail to XeroxStaffingAdminCenter@xerox.com.
* Be sure to include your name, the job you are interested in, and the accommodation you are seeking._

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How To Become A Client Services Professional

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.


Customer service representatives typically need a high school diploma.


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 Professional jobs

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Client Services Professional Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • German

  • Portuguese

  • Russian

  • Chinese

  • Mandarin

  • Korean

  • Japanese

  • Arabic

  • Ukrainian

  • Czech

  • Vietnamese

  • Urdu

  • Hindi

  • Thai

  • Italian

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Client Services Professional

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Client Services Professional Education

Client Services Professional

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Top Skills for A Client Services Professional

CustomerServiceSkillsTelephoneCallsClientServiceTaxProfessionalsUses HRBlockScheduleAppointmentsPhoneCallsTaxReturnsCreditCardPaymentsOfficeCleanlinessGreetingClientsFrontDeskTaxPreparationClientExitsTaxServicesManageClientFlowOutboundCallsOptimalTaxTaxOffice

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Top Client Services Professional Skills

  1. Customer Service Skills
  2. Telephone Calls
  3. Client Service
You can check out examples of real life uses of top skills on resumes here:
  • Demonstrated excellent customer service skills in every client interaction through my ability to listen and understand clients needs
  • Answered all incoming telephone calls, taking messages and direct calls to the appropriate tax professional.
  • Supported the Senior Client Service Associate for the North American Trade Operations Trade Management Team.
  • Complete all other requests made of tax professionals and office manager.
  • Handled knowledge of products H&R Block offered confidently and in much detail, as well as promoted them.

Top Client Services Professional Employers

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Client Services Professional Videos

Windows could not connect to Group Policy Client services" how to fix Windows 8.1 64-bit."

A Career in Client Service

H&R Block Careers | Client Service Professional