How to hire a client services professional

How to hire a client services professional, step by step

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

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1. Identify your hiring needs

   Before you start hiring a client services professional, 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

   You should also consider the ideal background you'd like them a client services professional 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 professional that fits the bill.

   The following list breaks down different types of client services professionals and their corresponding salaries.

   Type of Client Services Professional	Description	Hourly rate
   Client Services Professional	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$24-81
   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
   Service Representative	Service representatives handle customer inquiries, requests, complaints, and other general feedback. They are usually the first point of contact with the company's customers... Show more	$11-21

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Client Service
   • Inbound Calls
   • Client Issues
   • Appointment Scheduling
   • CSP
   • Telephone Calls
   • Client Inquiries
   • Check-In
   • Front Desk
   • Outbound Calls
   • Credit Card Payments
   • Cross-Selling
   • Windows
   • Office Cleanliness

   Check all skills

   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.
   • Create job aids for customer service profession (CSP) when assisting high profile clients.
   • Assist clients with check-in, scheduling and payment processes.

3. Make a budget

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

   • Location. For example, client services professionals' average salary in hawaii is 58% less than in massachusetts.
   • Seniority. Entry-level client services professionals earn 70% less than senior-level client services professionals.
   • Certifications. A client services professional 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 professional's salary.

   Average client services professional salary

   $93,604yearly

   $45.00 hourly rate

   ---

   Entry-level client services professional salary

   $51,000 yearly salary

   Updated December 16, 2025

4. Writing a client services professional job description

   A client services professional 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 professional job description:

   Client services professional job description example

   Job DescriptionAs a technician, you are a key member of our team responsible for the quality and efficient performance of our Holiday Lighting Services Program.
   
   This is not your typical 9-5 desk job! Do you enjoy being on the move and meeting new people every day? Do you thrive off teamwork, great pay and the feeling of a job well done? If so, working for Window Genie is for you. Candidates must be professional, personable and detail oriented.
   Specific Responsibilities:
   
   Provide Holiday Light Installation and Light Removal plus train and perform other duties as needed in our three additional service categories which include window cleaning, window tinting and gutter cleaning. Speak with customers about additional services Insure the efficient use of materials and maintain adequate stock of supplies in the vehicle Keep company vehicle and equipment properly serviced, clean, and in good working order and condition Complete invoices and follow work orders as required Job Requirements:
   
   No experience necessary but prior experience is a plus Physical ability to lift ladders Willing and able to work up to 32' on a ladder Excellent communication skills Professional appearance and personality We are actively interviewing for this position and will begin Training the week of October 3, 2022
   
   Apply today and our hiring manager will follow up!
   
   
   *All independently owned and operated franchised businesses operate under the service brands’ marks, trademarks, trade names, logos, emblems, slogans, or other indicia of origin in connection with the Window Genie® franchise system within a specified geographical area. Only the independently owned and operated franchised business shall have any interaction with or authority for its business and make all employment related decisions related to its franchised business.

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right client services professional for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

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

6. Interview candidates

   Recruiting client services professionals requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   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 professional

   Once you've found the client services professional candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   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.

   To prepare for the new client services professional first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

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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