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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

  • $89,684

    Average Salary

What Does A Client Specialist Do

Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.

Duties

Customer service representatives typically do the following:

  • Listen to customers’ questions and concerns, and provide answers or responses
  • Provide information about products and services
  • Take orders, calculate charges, and process billing or payments
  • Review or make changes to customer accounts
  • Handle returns or complaints
  • Record details of customer contacts and actions taken
  • Refer customers to supervisors or more experienced employees

Customer service representatives answer questions or requests from customers or the public. They typically provide services by phone, but some also interact with customers face to face, by email, or live chat.

The specific duties of customer service representatives vary by industry. For example, representatives who work in banks may answer customers’ questions about their accounts. Representatives who work for utility and communication companies may help customers with service problems, such as outages. Those who work in retail stores often handle returns, process refunds, and help customers locate items. Some representatives make changes to customers’ accounts, such as updating addresses or canceling orders. Although selling is not their main job, some representatives may help generate sales while providing information about a product or service.

Customer service representatives typically use a telephone, computer, and other office equipment. For example, representatives who work in call centers answer phone calls and use computers to review and select standard responses from a list of options. Those employed in retail stores use registers to process returns or orders.

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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
Analyst Program Manager General Manager
Account Manager
5 Yearsyrs
Investment Representative Finance Consultant Office Manager
Administrative Manager
6 Yearsyrs
Investment Representative Service Representative Service Technician
Assistant Service Manager
5 Yearsyrs
Analyst Finance Analyst
Assistant Vice President
7 Yearsyrs
Account Executive Sales Manager
Business Development Manager
9 Yearsyrs
Account Specialist Account Executive Office Manager
Business Office Manager
8 Yearsyrs
Sales Consultant Territory Manager Account Manager
Client Services Manager
7 Yearsyrs
Legal Assistant Sales Consultant Internet Sales Manager
Customer Relations Manager
5 Yearsyrs
Account Manager Account Executive Sales Manager
Director Of Sales
10 Yearsyrs
Client Manager Program Manager General Manager
Regional Manager
8 Yearsyrs
Account Manager Sales Manager
Regional Sales Manager
9 Yearsyrs
Account Specialist Account Manager Account Executive
Relationship Manager
6 Yearsyrs
Business Analyst Finance Manager Sales Manager
Sales Account Manager
6 Yearsyrs
Client Manager Relationship Manager Operations Manager
Sales And Marketing Manager
6 Yearsyrs
Sales Consultant Senior Sales Representative Account Executive
Sales/Marketing
5 Yearsyrs
Account Executive Territory Manager Account Manager
Senior Account Manager
7 Yearsyrs
Specialist Security Officer Technician
Service Manager
7 Yearsyrs
Specialist Account Manager Account Executive
Territory Manager
7 Yearsyrs
Business Analyst Product Manager Sales Manager
Territory Sales Manager
7 Yearsyrs
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Do you work as a Client Specialist?

Help others decide if this is a good career for them

Average Length of Employment
Client Associate 2.8 years
Service Specialist 2.7 years
Center Specialist 2.6 years
Client Liaison 2.6 years
Specialist 2.5 years
Client Specialist 2.0 years
Top Employers Before
Internship 6.5%
Teller 5.6%
Cashier 4.8%
Manager 3.4%
Supervisor 2.2%
Specialist 1.9%
Top Employers After
Specialist 4.9%
Manager 4.2%
Teller 4.2%
Analyst 3.5%
Owner 3.1%
Associate 3.1%

Do you work as a Client Specialist?

Client Specialist Demographics

Gender

Female

66.1%

Male

31.6%

Unknown

2.3%
Ethnicity

White

60.0%

Hispanic or Latino

16.5%

Black or African American

11.6%

Asian

8.4%

Unknown

3.6%
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Languages Spoken

Spanish

50.8%

French

12.5%

Italian

4.2%

Chinese

4.2%

German

4.2%

Russian

3.3%

Portuguese

3.3%

Vietnamese

2.5%

Mandarin

2.5%

Hindi

1.7%

Cantonese

1.7%

Carrier

1.7%

Urdu

1.7%

Swahili

0.8%

Romanian

0.8%

Shona

0.8%

Danish

0.8%

Ukrainian

0.8%

Armenian

0.8%

Thai

0.8%
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Client Specialist Education

Schools

University of Phoenix

19.8%

Liberty University

16.8%

Southern New Hampshire University

5.0%

University of Central Oklahoma

4.5%

Northeastern University

4.5%

University of North Carolina at Charlotte

4.0%

Baker College

4.0%

Central Michigan University

4.0%

Grand Canyon University

4.0%

Tulsa Community College

3.5%

Villanova University

3.5%

University of North Carolina at Greensboro

3.0%

Pace University - New York

3.0%

Arizona State University

3.0%

Temple University

3.0%

Texas State University

3.0%

Pennsylvania State University

3.0%

Northern Arizona University

3.0%

Montclair State University

3.0%

University of Delaware

3.0%
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Majors

Business

32.8%

Finance

8.4%

Marketing

6.6%

Communication

6.1%

Psychology

5.8%

Accounting

5.2%

Criminal Justice

4.3%

Health Care Administration

3.4%

Management

3.0%

Human Resources Management

2.9%

English

2.7%

Sociology

2.4%

Education

2.3%

Economics

2.2%

General Studies

2.1%

Political Science

2.1%

Computer Science

2.0%

Public Relations

2.0%

Liberal Arts

1.9%

Legal Support Services

1.7%
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Degrees

Bachelors

49.1%

Other

20.2%

Masters

14.4%

Associate

10.0%

Certificate

4.0%

Diploma

1.1%

Doctorate

0.7%

License

0.5%
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Part Time
Internship
Temporary

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

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  1. New Clients
  2. Customer Service
  3. Financial Advisors
You can check out examples of real life uses of top skills on resumes here:
  • Maintain strict confidentiality of Potential New Clients information and Business procedures.
  • Team responsibilities include training, identifying and implementing cross-selling/up-selling opportunities and risks, as well as every day customer service activities.
  • Assisted clients, financial advisors, and sales assistants with account inquiries, problems and provided technical support.
  • Identified internal procedures that adversely affected customer satisfaction and worked with internal areas to build consensus and to accomplish improvements.
  • Developed positive business relationships to ensure customer satisfaction at all times by handling client specific needs and concerns.

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