What is a client specialist and how to become one

Updated January 8, 2025

5 min read

Quoted expert

Kim Chatani

A client specialist provides personalized support and assistance to clients. They work in industries such as finance, healthcare, and retail to ensure clients receive the highest level of service. A client specialist builds relationships with clients, addressing their concerns and needs, and providing product or service recommendations. Additionally, they may be involved in sales and marketing to attract new clients and retain existing ones. Overall, a client specialist enhances the client experience and satisfaction.

What general advice would you give to a client specialist?

Kim Chatani

Assistant Professor, Concordia University Irvine

The career path for graduating students is full of unpredictability, as we have seen during this COVID 19 pandemic. In addition to academic excellence, graduates will face challenges that will test their core principles and beliefs. My advice is to view each challenge you meet with a long-term perspective while addressing the immediate concerns in a balanced way. Your career will span decades, and what you may face during the first several years will only be a fraction of your professional career. View how your immediate decision may impact you in the long-term.

ScoreClient SpecialistUS Average

Salary

3.2

Avg. Salary $41,368

Avg. Salary $59,228

Stability level

5.9

Growth rate -4%

Growth rate 0.3%

Diversity

9.6

Race

American Indian and Alaska Native 0.66%

Asian 7.01%

Black or African American 12.32%

Hispanic or Latino 19.70%

Unknown 5.42%

White 54.89%

Gender

female 65.64%

male 34.36%

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

What are the pros and cons of being a client specialist?

Pros

Varied and interesting work
Ability to solve complex problems
Potential for career advancement
Continuous learning and development opportunities
Good pay and benefits packages

Cons

High-pressure job with tight deadlines
Requires excellent communication and interpersonal skills
May have to manage multiple projects at once
Can involve long hours or irregular schedules
May require some travel or working outside regular office hours

Key steps to become a client specialist

Explore client specialist education requirements

Most common client specialist degrees

Bachelor's

63.6 %

Associate

15.6 %

High School Diploma

7.7 %

Start to develop specific client specialist skills

Skills	Percentages
Client Facing	26.58%
Client Satisfaction	14.26%
Customer Satisfaction	9.99%
Customer Service	7.99%
CRM	4.85%

Complete relevant client specialist training and internships

Accountants spend an average of 6-12 months on post-employment, on-the-job training. New client specialists 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 specialist based on U.S. Bureau of Labor Statistics data and data from real client specialist resumes.

Research client specialist duties and responsibilities

Deliver exceptional customer service while assisting patients with their questions and concerns regarding scheduling or supplements.
Develop working knowledge of animal medical conditions and terminology, diplomacy with and compassion for pet owners and their animals.
Train clients on treasury products (i.e.
Create PowerPoint presentations to aid in WebEx training.

Prepare your client specialist resume

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

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