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Become A Senior Client Service Specialist

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Working As A Senior Client Service 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

  • $37,190

    Average Salary

What Does A Senior Client Service Specialist Do At Willis Towers Watson

* Obtain and review monthly claims information.
* As indicated, file for reimbursement with carriers, facilitate follow up questions, communication and payment.
* Marketing: Handle new business RFPs from brokers, vet RFPs, send to carriers when appropriate, facilitate follow up and communicate carrier response to customers.
* Also handle renewal RFPs, compiling needed info and sending to carrier(s)
* Accounting: working on WTW accounting system to set up disbursements by WTW of funds where directed

What Does A Senior Client Service Specialist Do At Broadridge Financial Solutions

* Serves as point of contact for all client issues related to software products.
* Provide efficient and timely resolutions of software products issues.
* Analyze problems, and troubleshoot them.
* Perform analysis of software systems, find ways to optimize system performance and eliminate bottlenecks.
* Interact with software development department.
* Set up and customize software products, including Portfolio Management and Order Management Systems, Securities Terms and Conditions and Corporate Action Management system, Price retrieval and Traded Market Data Management system, Portfolio Analytics and reporting system.
* Apply patches and perform product upgrades.
* Manage projects to develop custom workflows around Software products.
* Liaison with client Project team and external vendors to collect requirements, design and implement solutions.
* Job is eligible for the Broadridge employee referral program.
* Applicants may apply through the Broadridge Career's Website found at http://corp.broadridge.com/careers

What Does A Senior Client Service Specialist Do At Fifth Third Bank

* Works under the guidance of the Private Banker, WMA, and other specialists to ensure the Private Banking client experience is delivered.
* In conjunction with the Private Banker and/or WMA, ensures service standards and metrics are met based on client banking needs.
* Takes ownership for resolving client banking issues and notifies Private Banker of status /resolution; can handle more complex issues.
* Assists Private Bankers in the administration of their client relationships.
* May often act as a primary point of contact for the administrative needs of our Private Banking clients.
* Identifies opportunities and cross-sells basic banking products and services to their assigned clients.
* Participates in the Life360 Process as requested.
* Delivers high level of service while maintaining bank integrity, and abiding by both corporate and industry regulations.
* Follows documented banking procedures.
* Effectively works with internal business partners (e.g., call center, funding desk, consumer underwriting, etc.).
* This position requires S
* A.F
* E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
* The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration requiredforemployment in this position.

What Does A Senior Client Service Specialist Do At Jpmorgan Chase

* Oversee a team of Client Service Account Managers who have direct responsibility for the servicing of a client portfolio.
* Aspects of servicing including relationship, inquiry, and account management.
* Act as the client’s escalation point; advocate internally on the client’s behalf.
* Take ownership of issues and escalate appropriately to ensure timely resolution; manage expectations both externally and internally.
* Engage appropriate internal and external partners to resolve complex issues.
* Collaborate successfully with team members and internal partners, creating an inclusive work environment.
* Build and maintain strong relationships with key partners through effective and frequent communication and contact.
* Adhere to and measures compliance with risk policies/practices and educate clients on risk/legal requirements.
* Develop and maintain an efficient and effective client engagement strategy.
* Identify opportunities to drive sustainable improvements to the client experience.
* Align client needs and complexity to appropriate resources and bank solutions.
* Resource planning and capacity management including talent acquisition and development
* Plan, prioritize and execute against business goals and priorities.
* Drive strategic objectives to ensure best practices are defined and consistently implemented.
* Think through long term business plans to support priorities, anticipate and plan for future needs.
* Manage team to complete high quality deliverables within committed time frames through delegation, managing expectations up and down, and adjusting priorities and resources as needed.
* Provide strategic direction, lead, motivate, encourage and coach team to obtain optimum service delivery performance to ensure client satisfaction.
* Build a winning culture that aligns with business priorities, maintaining strong management disciplines in terms of people and process (metrics and reporting, performance development, project management, risk management).
* Serve as a champion for innovation, strategic initiatives, and business change/transformation.
* Communicate change in a clear, positive, and timely manner.
* Communicate effectively with all levels, adjusting communication approach and style based on audience and situation.
* Successfully manage conflict, communicate with empathy and confidence

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How To Become A Senior Client Service 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.


Customer service representatives typically need a high school diploma.


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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Senior Client Service Specialist jobs

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Senior Client Service Specialist Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Indonesian

  • Vietnamese

  • Japanese

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Senior Client Service Specialist

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Senior Client Service Specialist Education

Senior Client Service Specialist

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Top Skills for A Senior Client Service Specialist


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Top Senior Client Service Specialist Skills

  1. Financial Advisors
  2. Customer Service
  3. Compliance
You can check out examples of real life uses of top skills on resumes here:
  • Led external forms overhaul project devoted to designing more user-friendly distribution forms and account applications for shareholders and financial advisors.
  • Responded accurately and efficiently to customer service inquiries.
  • Resolved nonstandard and escalated customer inquiries while ensuring compliance with applicable regulatory and legal requirements.
  • Create users email address and connect them with our Exchange 2003 server.
  • Assisted with the training of new Client Service Specialists in other locations.

Top Senior Client Service Specialist Employers