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Senior client service specialist skills for your resume and career

Updated January 8, 2025

6 min read

Below we've compiled a list of the most critical senior client service specialist skills. We ranked the top skills for senior client service specialists based on the percentage of resumes they appeared on. For example, 12.6% of senior client service specialist resumes contained financial services as a skill. Continue reading to find out what skills a senior client service specialist needs to be successful in the workplace.

15 senior client service specialist skills for your resume and career

1. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how senior client service specialists use financial services:

Served as the leadership resource for a team of 8 financial services associates with cross functional responsibilities.
Process all new account transactions, assisted customers in their selection of various accounts and financial services.

2. Client Issues

Here's how senior client service specialists use client issues:

Managed client issues and followed them to resolution; involved internal stakeholders when necessary.
Work closely with other members of my team on client issues and projects passed down from upper management.

3. Client Accounts

Here's how senior client service specialists use client accounts:

Conducted daily reconciliation to client accounts to recover outstanding funds, internal breaks, or trading errors.
Handled advanced issues with client accounts, supervised other correspondence agents, and approved customer correspondence.

4. Exceptional Client

Here's how senior client service specialists use exceptional client:

Advanced rapidly through progressively responsible positions by demonstrating excellent performance and exceptional client relationship skills.
Collaborate with business consultants to create an exceptional client experience.

5. External Clients

External clients directly relate with a company or business, however only through the purchase of products and services.

Here's how senior client service specialists use external clients:

Maintain and cultivate a high level of customer service by developing relationships with internal/external clients.
Coordinate meetings to discuss/implement changes for both internal/external clients.

6. Business Development

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Here's how senior client service specialists use business development:

Assisted high dollar clients with sales and service requests within the Bank of America Wealth Management division of business development.
Assist with business development support, program design/strategy, contract renewal and service expansion as needed.

7. Client Facing

Here's how senior client service specialists use client facing:

Plan, Coordinate and Conduct client facing renewal strategy meetings.
Dedicated client facing role supporting Key National Accounts pharmacy benefit programs.

8. 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 senior client service specialists use customer service:

Provided exceptional Customer Service through the development of professional relationships with internal and external client.
Praised for an excellent quality of work, attention to detail, 100% accuracy and exemplary customer service delivery.

9. Technical Issues

Here's how senior client service specialists use technical issues:

Researched technical issues involved in special education regulations, applicable case law and their application to special education complaints.
Monitored technical issues on calls and reported to floor operations staff and engineering department by completing troubleshooting tickets.

10. Client Retention

Here's how senior client service specialists use client retention:

Promoted client retention by identifying opportunities to strengthen existing relationships and build new client relationships.
Created best practices for client transition, account opening process, client retention and growth.

11. SR

Here's how senior client service specialists use sr:

Promoted to Sr. Marketing Representative/Client Service Specialist 04/04.
Monitor action up through Senior foreclosure sale; obtain sale dates request payoffs from Sr lienholder.

12. Client Expectations

Client еxресtаtіоnѕ аrе a set of bеhаvіоrѕ, actions, оr ideas about a рrоduсt, service, оr brаnd thаt clients еxресt when thеу interact wіth a company. Mоѕt successful companies аlwауѕ ѕtrіvе to meet or еxсееd client's expectations thrоugh hіgh-ԛuаlіtу products аnd ѕеrvісеѕ.

Here's how senior client service specialists use client expectations:

Manage client expectations and effectively translate specific client requests into underlying business needs and objectives.
Communicated and managed client expectations.

13. Treasury

Here's how senior client service specialists use treasury:

Assisted treasury department with cash transactions, income distributions and withdrawals of funds from investment accounts.
Collaborated with Sales Officers and the client treasury contact to gathering information and administer account maintenance update request.

14. Client Support

Client Support refers to any assistance offered to a client regarding problems with the services or products of a company. This is often seen in technology companies where users have difficulty using an updated web browser or application. This support requires a great deal of patience and effective communication as many clients may have difficulty understanding various aspects of the technological product or service.

Here's how senior client service specialists use client support:

Provided superior client support service through client requests and inquiries.
Worked closely with Project Management and Development teams to ensure client readiness for new application deployment and provide client support post-deployment.

15. Cash Management

Here's how senior client service specialists use cash management:

Worked directly with corporate clients to ensure resolution of international cash management issues.
Assisted each cash management with processing retirement related investments, check, wires, etc.

What skills help Senior Client Service Specialists find jobs?

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

List of senior client service specialist skills to add to your resume

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

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
Cash Management
ACH

Brokerage
Bank Products
Salesforce
Securities
Client Relations
Anti-Money Laundering
Client Calls
Account Opening
Client Satisfaction
Account Maintenance
Customer Inquiries
Client Presentations
Mutual Funds
Troubleshoot
Outbound Calls
Commercial Banking

Conference Calls
Inbound Calls
Windows
Process Improvement
Corporate Actions
Annuities
Problem Resolution
IRS
HR
Issue Resolution
Billing Issues
Customer Accounts
Training Programs
Insurance Carriers
System Enhancements
Business Decisions

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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