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Client services professional skills for your resume and career

Updated January 8, 2025
3 min read
Below we've compiled a list of the most critical client services professional skills. We ranked the top skills for client services professionals based on the percentage of resumes they appeared on. For example, 12.4% of client services professional resumes contained client service as a skill. Continue reading to find out what skills a client services professional needs to be successful in the workplace.

15 client services professional skills for your resume and career

1. Client Service

Here's how client services professionals use client service:
  • Provide superior client service to highly demanding customer by responding and resolving sensitive issues including flawless manual processing.
  • Identified inefficiencies and leverage tools that increased client self-sufficiency and drive improvements within Client Service.

2. Inbound Calls

Here's how client services professionals use inbound calls:
  • Selected to handle inbound calls from new customers gained as a result of the banks aggressive M&A strategy.
  • Handle efficiently more than 60 inbound calls daily setting appointments or answering tax related questions and services.

3. Client Issues

Here's how client services professionals use client issues:
  • Resolved client issues by referring them to the appropriate tax professional or manager.
  • Interact with Operations, Account/Product Management and Technology to resolve client issues.

4. Appointment Scheduling

Here's how client services professionals use appointment scheduling:
  • Used company software for appointment scheduling and confirmation.
  • Provided administrative support to 13 tax preparers by appointment scheduling, handling switchboard and monitoring daily cash reports.

5. CSP

Here's how client services professionals use csp:
  • Produce graphs for District Manager to see the CSP allowance usage, provide communication with Office Managers at weekly meetings.
  • Created job aids for customer service profession (CSP) when assisting high profile clients.

6. Telephone Calls

Telephone calls are a communication means through which a caller is connected to the called party. The call is done through a telecommunications device called a telephone. The caller can use a landline, mobile phone, or satellite phone to make the call.

Here's how client services professionals use telephone calls:
  • Answered all incoming telephone calls, taking messages and direct calls to the appropriate tax professional.
  • Function efficiently and productively in a high volume telephone calls.

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7. Client Inquiries

Here's how client services professionals use client inquiries:
  • Served as a liaison between client and internal departments to co-ordinate resolution of all client inquiries where appropriate.
  • Followed established procedures to handle client inquiries and resolved concerns to ensure client satisfaction.

8. Check-In

Check-in is the hospital process of registering new patients to the hospital database. It also refers to where patients get their information registered or where patient's kin check for their patient's whereabouts.

Here's how client services professionals use check-in:
  • Matched clients to tax professionals using tools and systems provided such as client matching, client check-in and appointment manager.
  • Assisted clients with check-in, scheduling and payment processes.

9. Front Desk

Here's how client services professionals use front desk:
  • Identify front desk service barriers and pro-actively offer solutions.
  • Ensured that all clients and tax professionals were squared away during office hours, and handled all front desk related activities.

10. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how client services professionals use outbound calls:
  • Completed outbound calls to keep clients up to date on all information with the company and information pertaining to them personally.
  • Received inbound and made outbound calls to clients; verified authorization to highly confidential information and patient results.

11. Credit Card Payments

Here's how client services professionals use credit card payments:
  • Schedule appointments, operate a computerized cash register, take cash, check, debit and credit card payments.
  • Processed cash, check, and credit card payments for tax services & provided clients with completed tax returns/checks.

12. Cross-Selling

Here's how client services professionals use cross-selling:
  • Surpassed sales goals by proactively identifying and cross-selling additional cash management products and services.
  • Begin to develop business relationships with partners focusing on deepening client relationships and cross-selling.

13. Windows

Windows is a chain of operating systems that controls a computer and is developed by Microsoft. Every version of Windows consists of GUI (graphical user interface), with a desktop that allows the user to open their files.

Here's how client services professionals use windows:
  • Navigated through multiple computer systems in a Windows based computer in order to service the clients.
  • Experience with a Windows based computer system.

14. Office Cleanliness

Here's how client services professionals use office cleanliness:
  • Partnered with team to maintain office cleanliness, organization, and availability of company materials.
  • Ensured office cleanliness, organization, and availability of product brochures.

15. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how client services professionals use customer service:
  • Provide quality customer service and deal with inquiries, identifying problems and providing solutions while communicating clearly and effectively.
  • Dispatch -Logistics -Supply Order -Customer Service -Track Packages -Reconcile Skills Used Communication Skills, Customer Service, Microsoft Office/Works/Excel
top-skills

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List of client services professional skills to add to your resume

Client services professional skills

The most important skills for a client services professional resume and required skills for a client services professional to have include:

  • 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
  • Customer Service
  • Tax Returns
  • POS
  • Office Environment
  • Client Accounts
  • Client Satisfaction
  • Optimal Tax
  • Process Payments
  • Client Appointments
  • Tax Season
  • Greeting Clients
  • Customer Issues
  • Tax Services
  • Computer System
  • Tax Preparation
  • Bank Deposits
  • Annuities
  • Client Payments
  • Commercial Banking
  • Walk-In Clients
  • Client Focus
  • Office Procedures
  • Customer Complaints
  • Tax Forms
  • Office Equipment
  • IRS
  • Customer Inquiries
  • Multi-Line Phone System
  • Financial Transactions
  • Communicate Products
  • Client Retention
  • Previous Clients
  • R Block
  • Client Exits

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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