How to hire a client support specialist

How to hire a client support specialist, step by step

Here's a step-by-step client support specialist hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a client support specialist job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new client support specialist
• Step 8: Go through the hiring process checklist

What does a client support specialist do?

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1. Identify your hiring needs

   First, determine the employments status of the client support specialist you need to hire. Certain client support specialist roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A client support specialist's background is also an important factor in determining whether they'll be a good fit for the position. For example, client support specialists from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   The following list breaks down different types of client support specialists and their corresponding salaries.

   Type of Client Support Specialist	Description	Hourly rate
   Client Support Specialist	Computer support specialists provide help and advice to people and organizations using computer software or equipment. Some, called computer network support specialists, support information technology (IT) employees within their organization... Show more	$13-25
   Systems Support	A systems support agent is responsible for resolving system applications and network issues, performing technical configuration, and upgrading systems infrastructure. A systems support representative conducts regular maintenance and diagnostic tests on the computer applications to ensure its optimal performance and efficiency to support business operations and avoid delays in deliverables... Show more	$21-42
   Support Analyst	The role of support analysts is to resolve problems with hardware, computer programs, and peripherals. They may focus on a particular aspect of the information technology (IT) department or give technical support to end-users... Show more	$24-54

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Client Support
   • Client Service
   • Troubleshoot
   • HR
   • Client Facing
   • Technical Support
   • Phone Calls
   • Data Entry
   • Product Knowledge
   • Excellent Client
   • PowerPoint
   • CSS
   • Client Issues

   Check all skills

   Responsibilities:

   • Manage VPN, audio conference bridges, and internal telecommunication switches.
   • Create ETL packages in SSIS to automate the deployment of the PAA reports and load data to SharePoint.
   • Manage, document and track daily all technical inquiries using Salesforce.com.
   • Manage profiles in vendor database including updating vendor profiles and ensuring heighten data integrity.
   • Utilize CRM to track all pertinent information relate to the opportunity and effectively manage territory.
   • Adhere to SLA (service level agreements) and consistently rank high in customer satisfaction surveys.

   More client support specialist duties

3. Make a budget

   Including a salary range in your client support specialist job description is one of the best ways to attract top talent. A client support specialist can vary based on:

   • Location. For example, client support specialists' average salary in montana is 41% less than in new york.
   • Seniority. Entry-level client support specialists 45% less than senior-level client support specialists.
   • Certifications. A client support specialist with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a client support specialist's salary.

   Average client support specialist salary

   $39,585yearly

   $19.03 hourly rate

   ---

   Entry-level client support specialist salary

   $29,000 yearly salary

   Updated January 21, 2026

   Average client support specialist salary by state

   Rank	State	Avg. salary	Hourly rate
   1	New York	$52,852	$25
   2	Massachusetts	$51,154	$25
   3	North Carolina	$45,939	$22
   4	Pennsylvania	$45,260	$22
   5	California	$45,037	$22
   6	Arizona	$43,111	$21
   7	Nevada	$42,630	$21
   8	Georgia	$42,384	$20
   9	Florida	$40,645	$20
   10	Virginia	$40,187	$19
   11	Texas	$39,453	$19
   12	Washington	$38,956	$19
   13	Illinois	$38,884	$19
   14	Ohio	$38,263	$18
   15	Colorado	$36,540	$18
   16	Missouri	$35,735	$17
   17	Oregon	$35,122	$17
   18	Kansas	$35,106	$17
   19	Michigan	$34,302	$16
   20	Utah	$33,534	$16

   Average client support specialist salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	NTT Data International L.L.C.	$78,929	$37.95	121
   2	Stifel Financial	$64,569	$31.04	29
   3	Credit Suisse	$61,522	$29.58
   4	Bloomberg	$57,689	$27.74	20
   5	FactSet	$57,445	$27.62	3
   6	Ascentis	$57,431	$27.61
   7	Advent Software	$55,880	$26.87
   8	BNY Mellon	$55,877	$26.86	115
   9	Siemens Enterprise Communications Inc	$55,779	$26.82
   10	Tri-State G&T	$54,689	$26.29
   11	Netcracker	$53,905	$25.92	1
   12	Education Management Solutions	$50,729	$24.39
   13	nFocus Solutions	$48,709	$23.42
   14	HSBC Bank	$48,187	$23.17	2
   15	Siemens	$46,890	$22.54	103
   16	Technology	$46,332	$22.27
   17	Sonic Healthcare USA	$45,815	$22.03	2
   18	CyberCoders	$45,354	$21.80
   19	Enzo Biochem	$45,066	$21.67
   20	Symplicity	$44,570	$21.43

4. Writing a client support specialist job description

   A client support specialist job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a client support specialist job description:

   Client support specialist job description example

   FactSet Strategic Business Unit Research & Advisory (R&A) places client obsession at the forefront of how we work, how we learn, and how we win. We partner with the Firm Type strategists to equip tomorrow's analysts, bankers, wealth advisors, corporations, private equity professionals, and buy-side users, with an ecosystem of efficiency and collaboration.
   
   We address our clients' critical research needs via our best-in-class Workstation; scaling up all of our content, especially in the areas of Deep Sector, Private Markets, Fund Data, and Street Account; and by building hyper-personalized workflow solutions that meet users where they are. We are committed to investing in and celebrating our diverse and talented team, as well as collaborating across FactSet to drive the investment community to see more, think bigger and do their best work.
   
   In 2019, FactSet committed to accelerating investment towards Deep Sector content, building upon the success of the Banking Regulatory Data released earlier that year. FactSet is partnering Sector Leads that draw upon extensive experience across research, hedge funds and banking, with Strategy, Content, PD and Engineering to build out Deep Sector data sets accessible via the FactSet Workstation, Datafeeds or API's. To date, core solutions have been released for Banks, Insurance, Real Estate and Energy, with further sectors in active development.
   
   In line with product releases, FactSet is forming a new Deep Sector Specialist Conversion and Support Team, and is recruiting for Senior Client Implementation & Support Specialists who will:
   
   Be experts in converting client Excel and PowerPoint files to dynamic FactSet coding, and in acting as the second level specialty support after general helpdesk and customer success teams Have a strong understanding of FactSet's Deep Sector and Banking Solutions, with a passion for continued learning and development Provide valuable feedback to product and content teams, especially as it relates to model conversion tools, Office Integration functionality and content methodology Share feedback with product development, engineering, and user experience teams to ensure clients can find the data they need quickly, whilst having easy access to methodology and auditability Collaborate closely with R&A Product Owners, Engineers and Strategists, General Sales and Client Solutions and other Deep Sector teams Be part of a wider ecosystem ensuring adoption and positive user experience of one of FactSet's key investment areas, contributing significantly to client retention in FactSet's most strategic Sell-Side clients
   What we're looking for:
   Minimum of 3 years work experience on client-facing teams within a financial or professional services organization. Experience with market data or a fintech firm, preferably having serviced the investment banking community.Experience analyzing detailed company financial statements and other financial data, with preference given to knowledge of the energy, metals, mining, insurance, or real estate sectors.Strong proficiency in Microsoft Excel and PowerPointBachelor's degree required, with a degree in accounting, finance, or economics being advantageous Exceptional interpersonal communication, collaboration, and organizational skills Strong understanding of client workflows
   
   FactSet is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

   Copy this example

   

5. Post your job

   There are a few common ways to find client support specialists for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your client support specialist job on Zippia to find and recruit client support specialist candidates who meet your exact specifications.
   • Use field-specific websites such as dice, engineering.com, stack overflow, it job pro.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit client support specialists, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   Sometimes, it's not enough to interview client support specialist candidates, so you can ask them to do a test project. If you are not a technical person and don't know what a test project should be, you can use these websites:

   • TestDome
   • CodeSignal
   • Testlify
   • BarRaiser
   • Coderbyte

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new client support specialist

   Once you've decided on a perfect client support specialist candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   After that, you can create an onboarding schedule for a new client support specialist. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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