What does a senior client service specialist do?
Senior client service specialist responsibilities
Here are examples of responsibilities from real senior client service specialist resumes:
- 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.
Senior client service specialist skills and personality traits
We calculated that 13% of Senior Client Service Specialists are proficient in Financial Services, Client Issues, and Client Accounts. They’re also known for soft skills such as Speaking skills, Writing skills, and Customer-service skills.
We break down the percentage of Senior Client Service Specialists that have these skills listed on their resume here:
- Financial Services, 13%
Served as the leadership resource for a team of 8 financial services associates with cross functional responsibilities.
- Client Issues, 11%
Managed client issues and followed them to resolution; involved internal stakeholders when necessary.
- Client Accounts, 8%
Conducted daily reconciliation to client accounts to recover outstanding funds, internal breaks, or trading errors.
- Exceptional Client, 6%
Advanced rapidly through progressively responsible positions by demonstrating excellent performance and exceptional client relationship skills.
- External Clients, 6%
Maintain and cultivate a high level of customer service by developing relationships with internal/external clients.
- Business Development, 4%
Assisted high dollar clients with sales and service requests within the Bank of America Wealth Management division of business development.
Most senior client service specialists use their skills in "financial services," "client issues," and "client accounts" to do their jobs. You can find more detail on essential senior client service specialist responsibilities here:
Speaking skills. To carry out their duties, the most important skill for a senior client service specialist to have is speaking skills. Their role and responsibilities require that "support workers must describe the solutions to computer problems in a way that a nontechnical person can understand." Senior client service specialists often use speaking skills in their day-to-day job, as shown by this real resume: "answered client phone calls promptly and effectively when speaking about services. "
Writing skills. Another soft skill that's essential for fulfilling senior client service specialist duties is writing skills. The role rewards competence in this skill because "strong writing skills are useful for preparing instructions and email responses for employees and customers, as well as for real-time web chat interactions." According to a senior client service specialist resume, here's how senior client service specialists can utilize writing skills in their job responsibilities: "communicate effectively and professionally both verbally and in writing while establishing an effective proactive relationship with clients and client relations staff. "
Customer-service skills. senior client service specialists are also known for customer-service skills, which are critical to their duties. You can see how this skill relates to senior client service specialist responsibilities, because "computer support specialists must be patient and sympathetic." A senior client service specialist resume example shows how customer-service skills is used in the workplace: "process all new account transactions, assisted customers in their selection of various accounts and financial services. "
Listening skills. senior client service specialist responsibilities often require "listening skills." The duties that rely on this skill are shown by the fact that "support workers must be able to understand the problems that their customers are describing and know when to ask questions to clarify the situation." This resume example shows what senior client service specialists do with listening skills on a typical day: "provided customer service nmls certified processed loan applications updated client's accounts communicated with client's via phone/email/chat"
Problem-solving skills. Another common skill required for senior client service specialist responsibilities is "problem-solving skills." This skill comes up in the duties of senior client service specialists all the time, as "support workers must identify both simple and complex computer problems, analyze them, and solve them." An excerpt from a real senior client service specialist resume shows how this skill is central to what a senior client service specialist does: "applied effective problem resolution skills to drive customer satisfaction. "
The three companies that hire the most senior client service specialists are:
Compare different senior client service specialists
Senior client service specialist vs. Support specialist/trainer
A support specialist/trainer is in charge of developing training and support programs for employees in a company. Among their responsibilities include gathering and analyzing data, coordinating with the human resources department, and developing strategies to improve the skills of new and current employees. There are also instances where they must liaise with clients to address issues and concerns, resolving them promptly and efficiently. Furthermore, a support specialist/trainer must enforce the company's policies and regulations, including its vision and mission.
These skill sets are where the common ground ends though. The responsibilities of a senior client service specialist are more likely to require skills like "financial services," "client issues," "client accounts," and "exceptional client." On the other hand, a job as a support specialist/trainer requires skills like "training materials," "powerpoint," "training sessions," and "cpr." As you can see, what employees do in each career varies considerably.
Support specialist/trainers tend to make the most money working in the technology industry, where they earn an average salary of $47,998. In contrast, senior client service specialists make the biggest average salary, $105,563, in the media industry.The education levels that support specialist/trainers earn slightly differ from senior client service specialists. In particular, support specialist/trainers are 3.3% more likely to graduate with a Master's Degree than a senior client service specialist. Additionally, they're 0.2% more likely to earn a Doctoral Degree.Senior client service specialist vs. Application specialist
An application specialist is responsible for maintaining the optimal performance of system applications, ensuring smooth navigation by upgrading the features of existing applications, and performing multiple diagnostic tests before releasing the applications to the digital marketplace. Application specialists work closely with the design engineers to improve system codes, verify the efficiency of network infrastructure, and adjusting application functions based on the clients' specifications and business' needs. They should always consider the budget goals, target end-users, and current market trends to design applications, meeting users' demands and public interests.
While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that senior client service specialist responsibilities requires skills like "financial services," "client issues," "client accounts," and "exceptional client." But an application specialist might use other skills in their typical duties, such as, "customer satisfaction," "technical support," "project management," and "excellent organizational."
On average, application specialists earn a lower salary than senior client service specialists. Some industries support higher salaries in each profession. Interestingly enough, application specialists earn the most pay in the manufacturing industry with an average salary of $92,542. Whereas senior client service specialists have higher pay in the media industry, with an average salary of $105,563.In general, application specialists achieve similar levels of education than senior client service specialists. They're 3.3% more likely to obtain a Master's Degree while being 0.2% more likely to earn a Doctoral Degree.Senior client service specialist vs. Systems specialist
Systems specialists are professionals who maintain, troubleshoot, and install information and computer systems. They identify the software, data, and hardware needs of companies. Generally, they work in physically demanding indoor environments installing complicated networks. They manage, lead, and coordinate technical support for new software, upgrades, and products. Also, they configure systems for the users and assess data from different sources to make a decision.
There are many key differences between these two careers, including some of the skills required to perform responsibilities within each role. For example, a senior client service specialist is likely to be skilled in "financial services," "client issues," "client accounts," and "exceptional client," while a typical systems specialist is skilled in "veterans," "technical support," "patients," and "project management."
Systems specialists earn the highest salary when working in the manufacturing industry, where they receive an average salary of $91,431. Comparatively, senior client service specialists have the highest earning potential in the media industry, with an average salary of $105,563.When it comes to education, systems specialists tend to earn similar degree levels compared to senior client service specialists. In fact, they're 3.5% more likely to earn a Master's Degree, and 0.0% more likely to graduate with a Doctoral Degree.Senior client service specialist vs. Senior information technology specialist
A senior information technology specialist is responsible for handling technology systems and network issues, ensuring the efficiency and optimal performance of the database by configuration and improving network infrastructures. Senior information technology specialists also design computer systems and applications to support business functions and operations, depending on the requirements and budget limitations. They create resolution reports for reference and recommend strategic techniques to prevent the reoccurrence of defects and malfunctions. A senior information technology specialist must have excellent communication and technical skills, especially in responding to the end-users' inquiries and concerns about the servers.
Even though a few skill sets overlap between senior client service specialists and senior information technology specialists, there are some differences that are important to note. For one, a senior client service specialist might have more use for skills like "financial services," "client issues," "client accounts," and "exceptional client." Meanwhile, some responsibilities of senior information technology specialists require skills like "database," "technical support," "project management," and "lifecycle management. "
In general, senior information technology specialists earn the most working in the energy industry, with an average salary of $117,267. The highest-paying industry for a senior client service specialist is the media industry.In general, senior information technology specialists hold higher degree levels compared to senior client service specialists. Senior information technology specialists are 7.1% more likely to earn their Master's Degree and 0.2% more likely to graduate with a Doctoral Degree.Updated January 8, 2025
