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Top 50 Senior Client Service Specialist Skills

Below we've compiled a list of the most important skills for a Senior Client Service Specialist. We ranked the top skills based on the percentage of Senior Client Service Specialist resumes they appeared on. For example, 12.1% of Senior Client Service Specialist resumes contained Client Service Representatives as a skill. Let's find out what skills a Senior Client Service Specialist actually needs in order to be successful in the workplace.

These are the most important skills for a Senior Client Service Specialist:

1. Client Service Representatives

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high Demand
Here's how Client Service Representatives is used in Senior Client Service Specialist jobs:
  • Trained new Client Service Representatives and provided ongoing training weekly.

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2. Customer Service

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high Demand
Here's how Customer Service is used in Senior Client Service Specialist jobs:
  • Maintain and cultivate a high level of customer service by developing relationships with internal/external clients.
  • Cross-trained and provided back-up for other customer service representatives when needed.
  • Responded accurately and efficiently to customer service inquiries.
  • Performed voice over recordings in effort to enhance client service for new hire and tenured staff customer service focus groups.
  • Praised for an excellent quality of work, attention to detail, 100% accuracy and exemplary customer service delivery.
  • Increased peer knowledge in support of overall company mission of providing superior customer service.
  • Demonstrated a strong focus on outstanding customer service and quality.
  • Provide outstanding and accurate customer service to all callers.
  • Trained new employees for log-in procedures and customer service.
  • Provide supervisor support for customer service call center.
  • Provided all clients with outstanding customer service.
  • Provided efficient customer service to clients.
  • Demonstrated mastery of customer service call script within specified timeframes.
  • Provided medical billing, health insurance administration, and onsite customer service regarding rates, coverage, and analysis of losses.
  • Assist in training new employees/guide them/teach them/answer any of their questions -SENIOR CUSTOMER SERVICE AND SALES REPRESENTATIVE
  • Provide award winning customer service to shareholders, brokers, wholesalers and partnering companies.
  • Promoted as a result of providing superior customer service) Provided marketing information and aided in the sale of our products.
  • Performed premier customer services that interface with EBT/eCap/ Efunds/Payment Card Clients as well as Navy Cash.

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2 Customer Service Jobs

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3. Financial Advisor

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high Demand
Here's how Financial Advisor is used in Senior Client Service Specialist jobs:
  • Led external forms overhaul project devoted to designing more user-friendly distribution forms and account applications for shareholders and financial advisors.
  • Serve as a liaison between clients and their Wealth Management Bankers and Financial Advisors.

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4. Client Relationships

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high Demand
Here's how Client Relationships is used in Senior Client Service Specialist jobs:
  • Promoted client retention by identifying opportunities to strengthen existing relationships and build new client relationships.
  • Create net worth asset allocations, sell/hold analyses, quarterly reporting for over 60 client relationships.

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5. Online

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high Demand
Here's how Online is used in Senior Client Service Specialist jobs:
  • Assisted with everything from portfolio management to navigation of their portfolios online enabling them to assist themselves.
  • Compiled data, analyzed results and created presentation to recommend implementing online investing.
  • Develop customized online demonstrations and product presentations for clients as needed.
  • Managed medical supply inventory, insurance records, patient charts and company files using online tracking system.
  • Conducted customer survey to determine the impact of requiring online investing for SIMPLE IRA Plans.
  • Consult clients on account activity, online placement and overall status of advertisement progress.
  • Process transactions via mail and online for these firms on their clients accounts.
  • Conduct online research for tax payments for Small Business customers.
  • Provided limited technical support to online banking clients.
  • Processed customer orders via phone & online.
  • Provided service for Online Banking Support.
  • Monitored online alerts for I.S.
  • Managed migration of entire internal website to a new online Sharepoint-based platform as part of a global shift.
  • Program Manager for online eLearning and Evaluation partners.

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6. Email

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high Demand
Here's how Email is used in Senior Client Service Specialist jobs:
  • Conduct daily updates with team members via email and phone to ensure accuracy in customer orders and Showroom merchandise requests.
  • Create users email address and connect them with our Exchange 2003 server.
  • Provide customer service via face-to-face, email, or phone.
  • Provided superior level-one customer support via chat, email, and telephone and providedtroubleshooting for both the large-landlord and small-landlord platforms.
  • Use Salesforce CRM software to facilitate the process of responding to clients concerns via phone and email.
  • Create and distribute Constant Contact newsletter, a mass email communication and marketing tool.
  • Provided customer service NMLS certified Processed loan applications Updated client's accounts Communicated with client's via phone/email/chat

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7. Data Entry

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high Demand
Here's how Data Entry is used in Senior Client Service Specialist jobs:
  • Researched and resolved billing discrepancies and implemented more accurate data entry and billing procedures.
  • Assisted in all areas of administrative work including data entry, receptionist duties, file organization, research and development.
  • Trained new employees an interns on multiple medical billing programs and data entry software.

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8. Phone Calls Payroll

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high Demand

9. Client Inquires

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high Demand

10. Technical Support

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high Demand
Here's how Technical Support is used in Senior Client Service Specialist jobs:
  • Support included accessing multiple systems at one time lend technical support to the client.
  • Provided technical support as well as testing to our clients and insurance carriers.
  • Provide technical support and education for our Software and Databases.
  • Provide level 1 technical support to clients.

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11. Setup

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high Demand
Here's how Setup is used in Senior Client Service Specialist jobs:
  • Network with local businesses and community to offer on-site account openings and direct deposit setups for employees.
  • Provide client's with local and emerging market information and assist with account setup in new markets.
  • Managed project setup, site design, ESI processing and third party data.
  • Verify New Application Setup status.

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12. New Clients

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high Demand
Here's how New Clients is used in Senior Client Service Specialist jobs:
  • Managed and implemented system conversions for new clients and administered on-site product training.
  • Spearheaded marketing committee effort to solicit new clients
  • Attended nationwide real estate conferences to develop client relations and establish new clients.

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13. Client Issues

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high Demand
Here's how Client Issues is used in Senior Client Service Specialist jobs:
  • 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.
  • Participated in regularly scheduled meetings to provide helpful feedback on current policies, procedures, and client issues.
  • Research and correct client issues or requests with the assistance of other departments within Morgan Stanley.
  • Assist clients with transfers, account histories, various complex client issues and problem resolution.
  • Record details of Client issues into a tracking system for corrective actions.
  • Conducted research and resolved client issues concerning electronic banking and payment services.
  • Problem-solved client issues based on clients' requests and company protocol.
  • Assist Account Manager in troubleshooting and resolving client issues.
  • Supported Sales Team regarding client issues and questions.
  • Researched and resolved escalated client issues.
  • Utilized analytical skills to consult other departments to resolve complex client issues.

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4 Client Issues Jobs

No jobs at selected location

14. Knowledge Base

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high Demand
Here's how Knowledge Base is used in Senior Client Service Specialist jobs:
  • Created a knowledge base of canned responses and solutions in Salesforce for efficiency in meeting SLA's.
  • Created knowledge base entries for training global staff to support web site and associated software products.

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15. Special Projects

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average Demand
Here's how Special Projects is used in Senior Client Service Specialist jobs:
  • Managed all new relationship implementations and client-related special projects.
  • Completed special projects for supervisors as requested such as audits for ERISA testing.
  • Contributed and structured ICM Training Manual and other special projects.
  • Assisted supervisor as needed with special projects and work distribution.
  • Plan database updates and queries Special projects and responsibilities Page.

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16. Client Support

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average Demand
Here's how Client Support is used in Senior Client Service Specialist jobs:
  • Developed customer service procedures, policies and standards for the Client Support Department.

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17. High Volume

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average Demand
Here's how High Volume is used in Senior Client Service Specialist jobs:
  • Analyzed insurance contracts for life insurance agents and clients in a high volume call center.
  • Handled incoming calls from clients regarding schedule coverage and changes in a high volume 24/7 healthcare industry call center.

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18. Troubleshoot

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average Demand
Here's how Troubleshoot is used in Senior Client Service Specialist jobs:
  • Presented as initial contact person for physicians and clients for biological specimen collection questions and troubleshooting.
  • Provided RIM BlackBerry, deployment, configuration and troubleshooting utilizing BlackBerry Enterprise Services Manager 4.1.
  • Job profile: Collaborated with colleagues/management to troubleshoot and problem solve escalated items.
  • Work with service providers (Verizon Wireless and AT&T) to support and troubleshoot these devices when needed.
  • Configure, support, and troubleshoot home use Cisco VPN routers for executive level employees.
  • Provided assistance, training and troubleshooting support to junior level staff.

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19. Customer Retention

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average Demand

20. Business Development

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average Demand
Here's how Business Development is used in Senior Client Service Specialist jobs:
  • 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.
  • Assist on projects related to new business development and team strategic planning.
  • Served for Director of Business Development in Director's absence.

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21. Problem Resolution

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average Demand
Here's how Problem Resolution is used in Senior Client Service Specialist jobs:
  • Applied effective problem resolution skills to drive customer satisfaction.
  • Provided operational services such as roster balancing, data entry, and problem resolution for high asset clients
  • Managed all aspects of the Problem Resolution Process.

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22. Client Calls

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average Demand
Here's how Client Calls is used in Senior Client Service Specialist jobs:
  • Monitor income client calls for quality assurance * Assist in the training of new employees
  • Participated in client calls with internal areas to review outstanding items.
  • Handle client calls regarding knowledge based questions, concerns etc.
  • Delivered client reporting and held weekly client calls, compiled analytics, recognized trends and streamlined processes.
  • Answered client calls on how system worked and entered the calls in the ticketing system.
  • Set up Accounts, Credentialing Follow Ups Client Calls.

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23. ACH

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average Demand
Here's how ACH is used in Senior Client Service Specialist jobs:
  • Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.
  • Recognized by management for productivity and accuracy, achieving wards and consistently high performance rating.
  • Organized corporate communications when failures occurred and delivered timely updates till resolution was achieved.
  • Coached and trained team members on new information and monitored performance and productivity.
  • Established strong client relationships and achieved High Levels of Customer Satisfaction.
  • Worked with department to achieve annual revenue goal of $11 million, while keeping client attrition rate below 20%.
  • Ensured procedures and standards were adhered to and achieved business unit objectives in conjunction with the company's commitment to stakeholders.
  • Provided training/coaching to new and existing associates by providing counseling and guidance on bank policies, procedures, and sales tactics.
  • Detail oriented utilizing effective time management skills to maintain strong client relations to achieve account rounding and high retention.
  • Responded client's to telephone inquiries, telephone transfers, checks, statement requests, stop payments and ACH.
  • Identified important business needs of client and assisted with achieving objectives by effectively communicating with the Account Team.
  • Tracked ongoing client engagements and advise overseas contacts on how to approach these clients in their countries.
  • Provided coaching team members by utilizing banks structured coaching forms to drive 100% client satisfaction.
  • Used a variety of outreach techniques to increase product use and client satisfaction.
  • Partnered with sales representatives to achieve office sales and retention goals.
  • Developed targeted marketing strategies for each member firm regarding Chinese clients.
  • Achieved team high of 25 new customers in 1 month.
  • Achieved zero financial losses during entire employment with State Street.
  • Approach by management to demonstrate a speech on motivation.
  • Helped assess employee-training needs by coach training new associates.

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24. Customer Accounts

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average Demand
Here's how Customer Accounts is used in Senior Client Service Specialist jobs:
  • Process monetary transactions for customer accounts.

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25. High NET

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average Demand
Here's how High NET is used in Senior Client Service Specialist jobs:
  • Handled fraud, dispute, card delivery, billing, & payment issues for the high net-worth clients.
  • Supervised the finances of multiple households for high net-worth clients.
  • Service high net worth client's credit card accounts.
  • Monitored investment portfolios of high net-worth clients.
  • Assigned and serviced numerous high net worth advisors while obtaining additional business to increase profitability.

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3 High NET Jobs

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26. Financial Services

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average Demand
Here's how Financial Services is used in Senior Client Service Specialist jobs:
  • Process all new account transactions, assisted customers in their selection of various accounts and financial services.
  • Served as the leadership resource for a team of 8 financial services associates with cross functional responsibilities.

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2 Financial Services Jobs

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27. Process Improvement

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average Demand
Here's how Process Improvement is used in Senior Client Service Specialist jobs:
  • Collaborated in working groups on process improvement, communication with management, streaming lining internal processes, and improving client service.

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28. Conference Calls

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average Demand
Here's how Conference Calls is used in Senior Client Service Specialist jobs:

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29. New Accounts

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average Demand
Here's how New Accounts is used in Senior Client Service Specialist jobs:
  • Increased revenues by establishing new accounts such as IRAs, College Savings and Joint accounts.
  • Managed bi weekly monitoring of client trial balance for accuracy prospecting for new accounts.
  • Prepare documents for new accounts and treasury management services.
  • Open new accounts, as well as close accounts.

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30. ADP

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low Demand
Here's how ADP is used in Senior Client Service Specialist jobs:
  • Serve on ADP's safety committee to encourage and create a safer and more healthful environment.
  • Mentor new hires on Easy Pay products while enforcing ADP policies.
  • Process tax amendments for ADP's major accounts clients.
  • Supported ADP payroll software and customer use.

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31. Training Programs

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low Demand
Here's how Training Programs is used in Senior Client Service Specialist jobs:
  • Designed and implemented training programs for Merrill Lynch Call Center, supporting over 200 employees across multiple locations.
  • Develop and implement training programs for client service and insurance knowledge.

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32. Outbound Calls

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low Demand
Here's how Outbound Calls is used in Senior Client Service Specialist jobs:
  • Receive inbound and initiate outbound calls regarding various types of annuity retirement accounts
  • Assisted Clients with inbound/outbound calls regarding with management of their brokerage account portfolios.

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33. Monthly Reports

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low Demand
Here's how Monthly Reports is used in Senior Client Service Specialist jobs:
  • Helped with expense/payroll monthly reports according to all internal policies and procedures.
  • Provide weekly, monthly reports for upper management.
  • Prepared weekly and monthly reports on progress.

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34. Account Maintenance

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low Demand
Here's how Account Maintenance is used in Senior Client Service Specialist jobs:
  • Process account maintenance and updates.

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35. HR

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low Demand
Here's how HR is used in Senior Client Service Specialist jobs:
  • Provide advanced cross-functional record keeping support to the various Operations units through a resource sharing and professional development arrangement.
  • Provided exceptional Customer Service through the development of professional relationships with internal and external client.
  • Manage risk exposure to the firm through management of trade settlement queues, processing exceptions, and maintenance of procedures.
  • Promoted the company's financial products and launched new products through the development of marketing programs and sales literature.
  • Experienced with Cisco phone system and guaranteed client understanding of product through one on one training as needed.
  • Provided proactive services to the clients as well as taking full ownership of all issues through resolution.
  • Provide best practice recommendations to sales staff and advertisers to achieve campaign goals through online optimization.
  • Managed multiple training groups for their New Associate Training (NAT) from 2013 through 2016.
  • Determine client goals throughout the program year and proactively monitor client program to ensure success.
  • Increased sales volume through improvement of shelf position, display visibility and promotional campaigns.
  • Lowered company s overall cancel rate through assisting clients with their online marketing campaigns.
  • Identified marketing initiatives for direct mailers and online ads through customer research.
  • Handled escalated issues from team members to see them through resolution.
  • Simplified administrator implementation process through the use of best practices.
  • Provided superior client support service through client requests and inquiries.
  • Monitor action up through Senior foreclosure sale; obtain sale dates request payoffs from Sr lienholder.
  • Manage the projects through the campaign lifecycle from concept, execution and proof of performance.
  • Provided advanced troubleshooting, walk-throughs, and training for over 20 Commercial Banking Products.
  • Demonstrate company s best places to work culture through positive attitude and contribution to C.S.
  • Awarded the title of "Best of the Best" three times in two years.

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36. IRS

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low Demand
Here's how IRS is used in Senior Client Service Specialist jobs:
  • Assisted colleagues with developing knowledge of various retirement products and IRS regulations impacting transactions and correction processing.
  • Increased our turn around time to submit claims from average of 6 days to 2 days within first year.
  • Participated in Accounting, Stop Loss, and Electronic Data Interchange (EDI) RPI's for First Administrators.
  • Increased profit at center level by 10% in the first year of position.
  • Resulted in savings of over $1 million in the first year.
  • Subject matter expert and bench-strength for First Administrators questions and inquiries.
  • Received award for salesman of the month in first year.
  • Processed refunds for all First Administrators offices.
  • Researched previous Aggregate claims to process our first aggregate claim with no train- ing.
  • Assisted with the backlog of claims processing.Additional Skills and Successes Lead a project to document all First Administrators IT processes.
  • Trained existing staff SQL and Carefirst Citrix.

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37. Retirement Planning

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low Demand

38. Salesforce

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low Demand
Here's how Salesforce is used in Senior Client Service Specialist jobs:
  • Tracked account performance using SalesForce.com.
  • Worked with HTML, Photoshop, Lightroom, FTP, Salesforce, and other programs daily.

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39. External Customers

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low Demand
Here's how External Customers is used in Senior Client Service Specialist jobs:
  • Communicated the resolutions to internal and external customers for overall satisfaction.

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40. External Clients

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low Demand
Here's how External Clients is used in Senior Client Service Specialist jobs:
  • Coordinate meetings to discuss/implement changes for both internal/external clients.

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3 External Clients Jobs

No jobs at selected location

41. Internal Departments

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low Demand
Here's how Internal Departments is used in Senior Client Service Specialist jobs:
  • Partner with various internal departments to implement sales strategy aimed at additional revenue, retaining key accounts and new business opportunities.
  • Investigate research and work with internal departments to resolve problems, questions or concerns with clients and client relations staff.
  • Maintained ongoing communications with internal departments to ensure customer satisfaction was reached and/or mantained.
  • Interacted with internal departments to resolve account discrepancies and increase customer satisfaction.

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42. Business Customers

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low Demand
Here's how Business Customers is used in Senior Client Service Specialist jobs:
  • Promote good customer relations by consistently providing premier customer satisfaction and building rapport with our business customers.

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43. Issue Resolution

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low Demand
Here's how Issue Resolution is used in Senior Client Service Specialist jobs:
  • Issue resolution by negotiating and conflict management.
  • Answer investor due diligence questionnaires and assist both auditors and administrators with issue resolution.

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44. CRM

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low Demand
Here's how CRM is used in Senior Client Service Specialist jobs:
  • Implemented and managed a Client Relationship Management (CRM) product.

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45. Insurance Companies

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low Demand
Here's how Insurance Companies is used in Senior Client Service Specialist jobs:
  • Reviewed, formatted and sent reports with invoices to insurance companies for services rendered.
  • Verified payments done by insurance companies were accurate and according to contract guidelines.

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46. Client Expectations

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low Demand
Here's how Client Expectations is used in Senior Client Service Specialist jobs:
  • Manage client expectations and effectively translate specific client requests into underlying business needs and objectives.

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47. Client Goals

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low Demand

48. Client Presentations

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low Demand
Here's how Client Presentations is used in Senior Client Service Specialist jobs:
  • Prepare client presentations for delivery.
  • Assisted Team Leads on several escalations as well as preparing material for client presentations.

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49. Phone Calls

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low Demand

50. FX

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low Demand

Senior Client Service Specialist Jobs

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20 Most Common Skills For A Senior Client Service Specialist

Client Service Representatives

16.7%

Customer Service

14.9%

Financial Advisor

12.0%

Client Relationships

7.1%

Online

5.7%

Email

5.6%

Data Entry

5.3%

Phone Calls Payroll

3.9%

Client Inquires

3.1%

Technical Support

3.1%

Setup

3.0%

New Clients

3.0%

Client Issues

2.5%

Knowledge Base

2.5%

Special Projects

2.3%

Client Support

2.0%

High Volume

2.0%

Troubleshoot

1.8%

Customer Retention

1.8%

Business Development

1.8%
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Typical Skill-Sets Required For A Senior Client Service Specialist

Rank Skill
1 Client Service Representatives 12.1%
2 Customer Service 10.8%
3 Financial Advisor 8.7%
4 Client Relationships 5.1%
5 Online 4.2%
6 Email 4.0%
7 Data Entry 3.8%
8 Phone Calls Payroll 2.9%
9 Client Inquires 2.3%
10 Technical Support 2.3%
11 Setup 2.1%
12 New Clients 2.1%
13 Client Issues 1.8%
14 Knowledge Base 1.8%
15 Special Projects 1.7%
16 Client Support 1.4%
17 High Volume 1.4%
18 Troubleshoot 1.3%
19 Customer Retention 1.3%
20 Business Development 1.3%
21 Problem Resolution 1.3%
22 Client Calls 1.3%
23 ACH 1.2%
24 Customer Accounts 1.2%
25 High NET 1.1%
26 Financial Services 1.1%
27 Process Improvement 1.1%
28 Conference Calls 1.1%
29 New Accounts 1.1%
30 ADP 1.0%
31 Training Programs 1.0%
32 Outbound Calls 1.0%
33 Monthly Reports 1.0%
34 Account Maintenance 1.0%
35 HR 0.8%
36 IRS 0.8%
37 Retirement Planning 0.8%
38 Salesforce 0.8%
39 External Customers 0.8%
40 External Clients 0.8%
41 Internal Departments 0.8%
42 Business Customers 0.8%
43 Issue Resolution 0.8%
44 CRM 0.7%
45 Insurance Companies 0.7%
46 Client Expectations 0.7%
47 Client Goals 0.7%
48 Client Presentations 0.7%
49 Phone Calls 0.7%
50 FX 0.6%
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