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Client specialist skills for your resume and career

Updated January 8, 2025

5 min read

Quoted experts

Stephani Richards-Wilson Ph.D.,

Stephani Richards-Wilson Ph.D.

Below we've compiled a list of the most critical client specialist skills. We ranked the top skills for client specialists based on the percentage of resumes they appeared on. For example, 26.6% of client specialist resumes contained client facing as a skill. Continue reading to find out what skills a client specialist needs to be successful in the workplace.

15 client specialist skills for your resume and career

1. Client Facing

Here's how client specialists use client facing:

Produced client facing technical documentation (both text and film).
Provided strategic guidance to client facing teams around client documentation.

2. Client Satisfaction

Here's how client specialists use client satisfaction:

Service relationships according to bank policy and procedures to ensure timeliness and client satisfaction.
Maintain client satisfaction by monitoring laboratory service levels and providing immediate problem resolution.

3. Customer Satisfaction

Here's how client specialists use customer satisfaction:

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.

4. 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 specialists use customer service:

Team responsibilities include training, identifying and implementing cross-selling/up-selling opportunities and risks, as well as every day customer service activities.
Recognized for numerous client compliments for world class customer service resulting in recognition by upper management and increased responsibility.

5. CRM

CRM stands for Customer relationship management and it is a complete process through which a business or organization monitors and administers its interactions with the customers. A process in which large amounts of data are collected through marketing via a company's website, polls, surveys, and other social media applications. The basic goal of CRM is to target the right audience for their product, and then fulfill their needs, to increase the sales and revenue of the company.

Here's how client specialists use crm:

Maintained customer engagement data integrity within NetSuite CRM.
Track daily trading activity in proprietary CRM in a high volume environment while confirming that all trades are matched for settlement.

6. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how client specialists use customer relationships:

Monitored daily paperwork, maintained visual standards, and cultivated customer relationships.
Focused on deepening customer relationships by providing exceptional support.

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7. Client Service

Here's how client specialists use client service:

Mentor incoming representatives on best practices for successful payroll operations and client services.
Supported administrative operations to meet operational needs and enhance client service.

8. Post Sales

Here's how client specialists use post sales:

Drive systemic changes and relieve sales team of post sales tasks.

9. Client Retention

Here's how client specialists use client retention:

Provide clients with excellent experience and facilitate client retention by building strong customer-relationships.
Performed monthly client retention calls to facilitate optimal satisfactory levels as well.

10. Account Management

The process of strengthening the relationship between a company and client is called account management. Effective account management has two key objectives, one is to retain loyal customers and the second one is to help the company grow by creating connections with new customers.

Here's how client specialists use account management:

Ensured all aspects of account management were coordinated properly from internal and external ac- count representatives.
Manage operational and tactical account management activities for each client and troubleshoot any technical issues.

11. Client Relationships

Here's how client specialists use client relationships:

Maintained Gucci merchandising standards Established strong client relationships creating loyal repeat customers Thorough knowledge of Gucci quality across classifications and fabrications/materials
Promoted to Retirement Specialist to grow client relationships through transitional support into retirement life and withdrawals of retirement assets.

12. Client Accounts

Here's how client specialists use client accounts:

Analyzed client account records via Vantage, Vortex, Value Reporter, Mint Global; performed withdrawals on expired client accounts.
Worked closely with other internal HR Client Demand Specialists to make recommendations and suggest solutions within their client accounts.

13. Client Issues

Here's how client specialists use client issues:

Worked independently to resolve complex client issues, account set up and transition, providing the client with a seamless experience.
Provide client tech support, resolving an average of 15 client issues daily, closing 672 tickets to date.

14. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how client specialists use product knowledge:

Offer clients timely and precise product information leveraging solid product knowledge and expertise.
Coordinated functions for retail and wealth management partners to communicate product knowledge, process, and updates.

15. PowerPoint

Here's how client specialists use powerpoint:

Prepared comprehensive investment analysis and reports for presentation to clients through multiple platforms including PowerPoint, Excel, and internal systems.
Performed administrative duties and prepared correspondence with the use of MS Office suites: Word, Excel, and PowerPoint.

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What skills help Client Specialists find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on client specialist resumes?

Stephani Richards-Wilson Ph.D.

Associate Professor of Business and Management, MBA Faculty Director, Associate - School Sisters of St. Francis, Alverno College

The skills or competencies that stand out are those that add value to an organization. They complement the skills of those already working there and advance the organization's products, services, or culture. Transferrable or timeless skills transcend industries and stand out on resumes. They include leadership, teamwork, project management, and collaboration. Of course, individuals who list these skills on their resumes should effectively demonstrate that they have developed and are proficient in these areas. Business specialists should be ready to provide examples in writing/print or audio-video media, such as links to their work.

What soft skills should all client specialists possess?

Stephani Richards-Wilson Ph.D.

Associate Professor of Business and Management, MBA Faculty Director, Associate - School Sisters of St. Francis, Alverno College

Today's business environment is complex and continues to evolve. Creativity, problem-solving, emotional intelligence, and the ability to manage or lead in turbulent times are essential twenty-first-century skills. Critical and strategic thinking, organizing, and planning are also salient skills. Business specialists with these skills make important contributions to their organizations. They often lead when no one else can or wants to. Communicating and being visible throughout one's division, department, or organization are important to the well-being and prosperity of the organization and the individuals who work there. Business specialists can develop and practice these leadership skills on-site or remotely. Internal and external relationship-building leads to trustworthy and mutually beneficial relationships and/or partnerships.

What hard/technical skills are most important for client specialists?

Stephani Richards-Wilson Ph.D.

Associate Professor of Business and Management, MBA Faculty Director, Associate - School Sisters of St. Francis, Alverno College

Respectful communication, including email and video conferencing etiquette, is most important across all settings. Different business functions and roles require different skill sets. What is hard for some can be easy or relatively easy for others. Becoming proficient in office productivity software/applications and presentation platforms is vital to one's career development. The ability to effectively network online is also important. I encourage my students to keep their professional profiles on LinkedIn current. If they need to develop their time management skills, I encourage them to use a calendar or scheduling tool.

What client specialist skills would you recommend for someone trying to advance their career?

Matthew Nagler

Professor and Chair, The City College of New York

A gap year might be the right move for some students, especially if the online environment is not for them. Fortunately, I know of students who have obtained great online internships, jobs, and other opportunities that allow them to grow their experience during the pandemic. Many companies are seeking online talent to build out products and marketing strategies.

What type of skills will young client specialists need?

Jim Drinkwine

Professor, Whatcom Community College

Employers consistently say they want graduates with strong people skills. While technical skills are good, being able to work effectively in group settings is more important. I hear from students all the time about how much they dislike group projects for several reasons. However, the topic of the group project isn't as crucial as the teamwork skills you develop as a part of this type of learning. Take every opportunity you can to develop strong skills in interpersonal communication, collaboration, and problem-solving.

Do you want to know more?

List of client specialist skills to add to your resume

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

Client Facing
Client Satisfaction
Customer Satisfaction
Customer Service
CRM
Customer Relationships
Client Service
Post Sales
Client Retention
Account Management
Client Relationships
Client Accounts
Client Issues
Product Knowledge
PowerPoint
Windows

Phone Calls
Technical Support
Work Ethic
Customer Inquiries
Excellent Organizational
HR
Problem Resolution
Treasury
Wealth Management
Exceptional Client
Data Entry
Client Loyalty
Commercial Banking
Client Inquiries
External Clients
KYC

Cross-Selling
Building Rapport
Client Data
Payroll
FINRA
Securities
Troubleshoot
Due Diligence
Cash Management
Outbound Calls
Inbound Calls
Account Maintenance
Customer Support
Annuities
Schedule Appointments

Updated January 8, 2025

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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