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Become A Client Specialist

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Working As A Client Specialist

  • 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

  • $31,720

    Average Salary

What Does A Client Specialist Do At Mitchell International, Inc.

* Act as a liaison between the Client Services Management team and Service Operations
* Actively contribute to the continuous improvement and enhancement of internal processes and infrastructure by designing and delivering new reports, suggesting and implementing improvements to existing tools and processes, and relaying and implementing customer suggestions for process change.
* May travel to customer sites to participate in process improvement analysis or present recommendations and solutions.
* Report proactively on account changes, problems or issues to ensure that Mitchell meets customer support agreements.
* Resolve customer inquiries of complaints quickly, effectively and with the highest quality.
* Coordinate with clients and internal teams during delivery of an outsourced solution.
* High school diploma
* years of industry experience or college degree
* Intermediate skills in Microsoft Office (Word, Excel and PowerPoint)
* Strong grammar and business writing skills for documentation and customer communication
* Strong presentation skills
* Ability to travel
* Req ID: 17
*

What Does A Client Specialist Do At First Tennessee Bank

* Extensive client contact over the phone, involved in all activities that align with prospective and existing clients
* Accepting security transactions from clients over the phone
* Master product specific processes and applications, ensuring accuracy in completion of account information
* Consult with advisors and management regarding event strategy, objectives, and program goals
* Understand and process a broad range of products in support of diverse portfolios and product mixes
* Review client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation
* Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paces work environment with frequent interruptions and changing priorities.
* Supports a positive inclusive atmosphere that encourages teamwork, collaboration and consistency of process.
* Requirements
* Job requirements
* Bachelor’s Degree
* General knowledge of financial industry
* Proficient in Microsoft Office applications
* Currently holds FINRA Licenses Series 7 and 63 or 66 or successful completion of all licenses within 6 months of employment
* years sales and or client service experience
* Excellent oral and written communication skills
* Self starter, proactive, flexible and accommodating
* Works well in a team environment maintaining a positive attitude
* Planning and organization
* Ability to process tasks and resolve issues in a timely and accurate manner while demonstrating accountability in all work responsibilities
* Manage relationships with clients, as well as internal and external resources providers
* Prioritizes time well, adapts to changing priorities and multiple demands
* Engages in problem solving
* Proactively communicates with coworkers
* Ability to focus on detail,
* Exercises sound and ethical judgment at all times
* Effectively handle multiple responsibilities with high degree of accuracy in a high pressured environment

What Does A Client Specialist Do At Johns Hopkins Medicine

* The responsibilities listed below are typical examples of the work performed by this position.
* Not all duties assigned to this position are included, nor is it expected that everyone in this position will be assigned every job responsibility.
* ANALYSIS and DESIGN
* With direction and guidance, evaluate customer needs in the computing device environment (e.g., desktop, mobile devices, etc.) by meeting with the customer to gather information on business problems
* Install software utilities for computing device management such as printer setup utilities, font downloading utilities and batch files and for automated installation of software on computing devices by using established toolsets.
* INSTALL, CONFIGURE, MAINTAIN
* Under guidance, deliver, move, and physically install all computing devices and related software including peripherals, operating systems, standard software and vendor software according to documented procedures.
* With assistance, maintain device and software inventories, by performing preventive maintenance according to documentation and standards, and by repairing and replacing devices as needed.
* With assistance from LAN Administrators, restore files using established procedures to ensure recovery in the event of file failure.
* Participate in testing of equipment and software and provide feedback for inclusion in documentation.
* Gather information for creation and maintenance of user accounts/directory structure including network shared files and applications.
* Assist users in accessing their accounts and network resources.
* Uses base knowledge of client infrastructure components (Enterprise Client Image, Infoblox, SCCM, Active Directory, Casper, Airwatch, Microsoft InTune, and etc).
* TROUBLESHOOT
* Troubleshoot and resolve hardware and software problems.
* Follow established procedures for problem reporting and resolution.
* Keep current on supported technologies.
* DOCUMENTATION/PRESENTATION
* Using established protocols, communicate to departmental customers and/or organizational systems about updates, installations, etc.
* Accurately update resolution and time spent on tickets/service requests so that performance data can be tracked and maintained.
* Identify tickets for inclusion into Knowledge Base.
* RELATIONSHIP MANAGEMENT
* Provide technical support in the use of computing devices, software products, and operations.
* Complete service requests as assigned.
* Work with LAN Administrators and areas responsible for implementing major projects

What Does A Client Specialist Do At Huntington National Bank

* responding to client inquiries, processing transactions related to client accounts, setting client appointments, and preparing financial reports.
* You will have the opportunity to become licensed and continue to grow with the Company.
* This Client Relationship Specialist II position provides exemplary customer service at all times.
* The individual in this position:
* Builds an effective rapport with clients and Huntington personnel.
* Services customers by providing detailed information on specific accounts.
* Identifies, researches, analyzes and resolves customer account/operational issues.
* Prepares various internal reports, memos and correspondence.
* Maintains up to date knowledge of products, services, departmental systems and related technology, policies and procedures.
* Duties may also include typing, answering telephones and filing

What Does A Client Specialist Do At Conduent

* Using a computerized system, responds to customer inquiries in a call center environment.
* Responds to telephone inquiries and complaints using standard scripts and procedures.
* Gathers information, researches/resolves inquiries and logs customer calls.
* Communicates appropriate options for resolution in a timely manner.
* Comply with monitoring call schedule and interview participants and/or responsible representatives regarding service delivery
* Conduct service initiation confirmation calls as assignedfor newly certified participants
* Conduct assigned participation satisfaction surveys
* Escalate and refer appropriate Protective Servicecomplaints
* Escalate participant complaints on customer service to the appropriate supervisor
* All other duties as assigned

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How To Become A Client Specialist

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.

Education

Customer service representatives typically need a high school diploma.

Training

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 Specialist jobs

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Client Specialist Career Paths

Client Specialist
Billing Specialist Specialist
Account Manager
5 Yearsyrs
Client Manager Product Manager Sales Manager
Branch Manager
6 Yearsyrs
Business Analyst Product Manager Marketing Manager
Business Development Manager
9 Yearsyrs
Account Executive Sales Manager
Director Of Sales
10 Yearsyrs
Business Analyst Program Manager General Manager
District Manager
7 Yearsyrs
Investment Representative Finance Advisor Account Manager
District Sales Manager
7 Yearsyrs
Account Manager Sales Manager
General Manager
7 Yearsyrs
Sales Consultant Internet Sales Consultant
Internet Sales Manager
6 Yearsyrs
Billing Specialist Home Health Aid Unit Secretary
Office Manager
5 Yearsyrs
Client Manager Project Manager Program Manager
Operations Director
9 Yearsyrs
Project Manager Construction Manager
Operations Manager
7 Yearsyrs
Relationship Manager Assistant Vice President General Manager
Regional Manager
8 Yearsyrs
Account Executive Sales Consultant Sales Manager
Regional Sales Manager
9 Yearsyrs
Investment Representative Finance Consultant Account Executive
Relationship Manager
6 Yearsyrs
Sales Consultant Senior Sales Representative Account Manager
Sales Account Manager
6 Yearsyrs
Relationship Manager Operations Manager Account Executive
Sales And Marketing Manager
6 Yearsyrs
Account Manager Account Executive
Sales Manager
5 Yearsyrs
Account Specialist Account Manager
Senior Account Manager
7 Yearsyrs
Project Manager Program Manager
Senior Manager
10 Yearsyrs
Account Specialist Billing Specialist Operations Manager
Territory Manager
7 Yearsyrs
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Client Specialist Demographics

Gender

  • Female

    65.6%
  • Male

    32.1%
  • Unknown

    2.4%

Ethnicity

  • White

    77.4%
  • Hispanic or Latino

    12.2%
  • Asian

    8.0%
  • Unknown

    1.6%
  • Black or African American

    0.8%
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Languages Spoken

  • Spanish

    51.4%
  • French

    11.9%
  • Chinese

    4.6%
  • German

    4.6%
  • Russian

    3.7%
  • Italian

    3.7%
  • Vietnamese

    2.8%
  • Portuguese

    2.8%
  • Hindi

    1.8%
  • Mandarin

    1.8%
  • Carrier

    1.8%
  • Urdu

    1.8%
  • Swahili

    0.9%
  • Romanian

    0.9%
  • Shona

    0.9%
  • Hmong

    0.9%
  • Danish

    0.9%
  • Ukrainian

    0.9%
  • Armenian

    0.9%
  • Thai

    0.9%
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Client Specialist

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Client Specialist Education

Client Specialist

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Real Client Specialist Salaries

Job Title Company Location Start Date Salary
Americas Head of Client Specialists, Global Accoun Thomson Reuters U.S. Inc. New York, NY Oct 08, 2011 $143,000
Head of Client Specialists, Global Accounts Americ Thomson Reuters U.S. Inc. New York, NY Oct 08, 2011 $142,520
Lead Client Specialist Thomson Reuters Markets LLC New York, NY Jun 16, 2015 $108,202
Client Success Specialist Oracle America, Inc. Austin, TX Dec 28, 2015 $99,760 -
$154,592
Client Specialist Thomson Reuters Markets LLC New York, NY Oct 01, 2015 $96,065
Client Specialist, Fixed Income Thomson Reuters (Markets) LLC New York, NY Mar 16, 2015 $95,000
Fixed Income Client Specialist Thomson Reuters (Markets) LLC New York, NY May 04, 2012 $95,000
Client Specialist Manager Thomson Reuters (Markets) LLC New York, NY Sep 06, 2014 $94,051
Lead Client Specialist Thomson Reuters (Markets) LLC New York, NY May 10, 2014 $94,051
Client Specialist Thomson Reuters U.S. Inc. New York, NY Oct 01, 2012 $91,000
Client Specialist, Global Accounts Thomson Reuters U.S. Inc. New York, NY Jul 30, 2012 $87,464
Principal Client Specialist MODA Operandi, Inc. New York, NY Jul 16, 2012 $80,000
Client Specialist Thomson Reuters (Markets) LLC New York, NY May 30, 2009 $72,426 -
$85,695

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Top Skills for A Client Specialist

OutstandingCustomerServiceFinancialAdvisorsProceduresClientRelationsNewClientsDataEntryPayrollCustomerSatisfactionClientSatisfactionPhoneCallsSalesGoalsClientServiceCRMAuditSalesforceClientAccountsAccountManagementProductKnowledgeScheduleAppointmentsHighNET

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Top Client Specialist Skills

  1. Outstanding Customer Service
  2. Financial Advisors
  3. Procedures
You can check out examples of real life uses of top skills on resumes here:
  • Developed and retained business by providing outstanding customer service.
  • Provided service and support to twenty Financial Advisors managing Institutional client accounts throughout the United States and Puerto Rico.
  • Adhere to established operating procedures and accounting controls.
  • Maintained Gucci merchandising standards Established strong client relationships creating loyal repeat customers Thorough knowledge of Gucci quality across classifications and fabrications/materials
  • Prepared Unidentified Forms for new clients and sent to India for further set up of Payroll and Benefits in CARMs.

Top Client Specialist Employers

Client Specialist Videos

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