How to hire a senior client service specialist

How to hire a senior client service specialist, step by step

Here's a step-by-step senior client service 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 senior client service specialist job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new senior client service specialist
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you start hiring a senior client service specialist, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

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

   Yes

   No

   You should also consider the ideal background you'd like them a senior client service specialist to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a senior client service specialist that fits the bill.

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

   Type of Senior Client Service Specialist	Description	Hourly rate
   Senior Client Service 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	$27-62

2. Create an ideal candidate profile

   Common skills:

   • Financial Services
   • Client Issues
   • Client Accounts
   • Exceptional Client
   • External Clients
   • Business Development
   • Client Facing
   • Customer Service
   • Technical Issues
   • Client Retention
   • SR
   • Client Expectations
   • Treasury
   • Client Support

   Check all skills

   Responsibilities:

   • Utilize CRM to track all pertinent information relate to the opportunity and effectively manage territory.
   • Configure, support, and troubleshoot home use Cisco VPN routers for executive level employees.
   • Collaborate with auditors to prepare Medicaid and Medicare cost reports resulting in optimal reimbursement rates.
   • Determine eligibility for clients in the community for in-home and consumer direct service programs by reviewing Medicaid and Medicare guidelines.
   • Perform various trades at clients request while keeping parallel with securities regulations.
   • Identify cross-selling opportunities when acquiring new clients by advising on complex investment topics.

   More senior client service specialist duties

3. Make a budget

   Including a salary range in your senior client service specialist job description helps attract top candidates to the position. A senior client service specialist salary can be affected by several factors, such as geography, experience, seniority, certifications, and the prestige of the hiring company.

   For example, the average salary for a senior client service specialist in Iowa may be lower than in New Jersey, and an entry-level senior client service specialist usually earns less than a senior-level senior client service specialist. Additionally, a senior client service specialist with certifications may command a higher salary, and working for a well-known company or start-up may also impact an employee's pay.

   Average senior client service specialist salary

   $86,749yearly

   $41.71 hourly rate

   ---

   Entry-level senior client service specialist salary

   $58,000 yearly salary

   Updated December 14, 2025

   Average senior client service specialist salary by state

   Rank	State	Avg. salary	Hourly rate
   1	New Jersey	$109,256	$53
   2	New York	$97,504	$47
   3	Ohio	$95,908	$46
   4	Massachusetts	$94,834	$46
   5	California	$93,533	$45
   6	Texas	$87,511	$42
   7	North Carolina	$86,178	$41
   8	Pennsylvania	$82,151	$40
   9	Michigan	$80,546	$39
   10	Arizona	$79,072	$38
   11	Florida	$77,160	$37
   12	Illinois	$75,153	$36
   13	Georgia	$73,998	$36
   14	Indiana	$70,377	$34
   15	West Virginia	$69,283	$33
   16	Minnesota	$68,842	$33
   17	Tennessee	$64,036	$31
   18	Colorado	$62,214	$30
   19	Missouri	$59,206	$28

   Average senior client service specialist salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Western Alliance Bank	$117,565	$56.52	14
   2	Moody's	$116,393	$55.96	2
   3	BGC Partners	$110,733	$53.24
   4	BNY Mellon	$102,614	$49.33	113
   5	First Republic Bank	$99,840	$48.00
   6	Sony Pictures	$99,666	$47.92
   7	Broadridge	$99,500	$47.84	64
   8	Ernst & Young	$94,868	$45.61	395
   9	Moss Adams	$93,731	$45.06	22
   10	JPMorgan Chase & Co.	$88,698	$42.64	256
   11	Fifth Third Bank	$88,135	$42.37	10
   12	Virtus Partners	$87,003	$41.83	1
   13	BrandMuscle	$85,355	$41.04
   14	CBIZ	$85,296	$41.01	17
   15	Insurance Incorporated	$82,809	$39.81
   16	Mcgriff, Seibels & Williams	$79,136	$38.05
   17	Bank of America	$77,477	$37.25	256
   18	Willis of New York Inc	$75,714	$36.40
   19	The PNC Financial Services Group	$74,841	$35.98	30
   20	KeyBank	$72,669	$34.94	41

4. Writing a senior client service specialist job description

   A job description for a senior client service specialist role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a senior client service specialist job description:

   Senior client service specialist job description example

   Pershing provides a flexible and progressive work environment. Roles can be hybrid in nature (office + WFH) or fully based from home (remote) depending on needs of the employee and the business.
   Authentic, innovative, and results-driven? Raise your hand if that sounds like you!
   
   We're looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.
   
   BNY Mellon's Pershing offers a fast-paced environment and dynamic culture where "client first" is paramount. We serve introducing broker dealers and advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.
   
   Our commitment to career growth and mobility is at the core of our people-oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you!
   
   Client Service - Works with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at BNY Mellon. May resolve atypical issues or escalate to management as appropriate. May lead staff on specific projects. Leads team members in providing support to major clients whose partnership with BNY Mellon may have a broad impact on the business in addressing and resolving complex operational and technical issues and ensuring requests are executed. Applies advanced problem solving skills, judgement, and extensive experience to analyze information. Uses masterful communication skills to deliver high quality service to a specialized client base. Provides key individuals at assigned clients information related to BNY Mellons products and services representing a broad array of lines of business and geographies and leverages an expert understanding of broader BNY Mellon services and offerings. Leads clients in reviewing potential business needs and directs them to appropriate resources at BNY Mellon. Resolves the most complex or non-routine client issues or inquires, as needed. Leads resolution of issues escalated by more junior team members. Uses extensive knowledge of client issues and needs to lead business development efforts. Uses expert understanding of BNY Mellon products and services to best propose expanded offerings to clients for front office consideration. Leads internal activities and initiatives designed to improve the client experience. Uses knowledge of client services best practices and BNY Mellon client needs to lead the teams development of process improvements. No direct reports. Provides guidance to less experienced team members. May assign work to more junior team members. Supports multiple, complex client accounts.
   
   Bachelors degree or the equivalent combination of education and experience is required.10-12 years of total work experience preferred. Experience in an operational area and/or client services preferred.
   
   BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
   
   BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
   
   Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right senior client service specialist for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your senior client service specialist job on Zippia to find and attract quality senior client service specialist candidates.
   • Use niche websites such as dice, engineering.com, stack overflow, it job pro.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with senior client service specialist candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   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 senior client service 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 senior client service specialist

   Once you've selected the best senior client service specialist candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   To prepare for the new senior client service specialist first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

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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