What does a service specialist do?

Client service associates are professionals who offer their services to their clients, including financial advisors. They perform various tasks, including communicating with clients through written correspondence, telephone or electronic means, update and maintain client accounts, documents, and transactions, and resolving customer complaints. They may perform some administrative tasks such as organizing meetings, booking conference rooms, and preparing reports. They are also expected to notify clients about the latest products or services and ensure compliance with regulatory rules.

These skill sets are where the common ground ends though. The responsibilities of a service specialist are more likely to require skills like "social work," "criminal justice," "strong problem-solving," and "rehabilitation." On the other hand, a job as a client service associate requires skills like "client service," "client relationships," "cash management," and "securities." As you can see, what employees do in each career varies considerably.

Customer service liaisons are professionals who facilitate a working relationship between clients and an organization by providing excellent customer service. These liaisons must coordinate with the proper personnel to provide accurate answers for customers with concerns or questions. They must handle outgoing and incoming calls to provide positive client relations and ensure satisfaction. Customer service liaisons must also implement internal procedures and supervise technology updates to ensure all information records are organized for proper networking among employees and customers.

In addition to the difference in salary, there are some other key differences worth noting. For example, service specialist responsibilities are more likely to require skills like "social work," "criminal justice," "strong problem-solving," and "rehabilitation." Meanwhile, a customer service liaison has duties that require skills in areas such as "phone calls," "telephone calls," "regulatory agencies," and "care organizations." These differences highlight just how different the day-to-day in each role looks.

A client relations specialist is primarily in charge of building positive relationships with clients by providing optimal services. Although the extent of their responsibilities depends on their company of employment, it typically includes handling customer calls and correspondence, offering products or services, discussing promotions or product specifications, answering inquiries, arranging appointments, resolving issues and concerns, and processing payments or refunds. Moreover, a client relations specialist conducts market research and analysis to identify the current trends and practices, aiming for client satisfaction.

The required skills of the two careers differ considerably. For example, service specialists are more likely to have skills like "patients," "social work," "criminal justice," and "strong problem-solving." But a client relations specialist is more likely to have skills like "client relations," "client facing," "client support," and "customer support."

A client engagement specialist is in charge of devising strategies to build positive relationships with clients that will translate to sales. Their responsibilities revolve around performing research and analysis to identify client needs, finding new sales leads and opportunities, and coordinating with team members. They must also reach out to clients through calls, correspondence, or face-to-face interaction to offer products and services, discuss specifications, secure sales, process payments, and perform follow-up calls. Moreover, a client engagement specialist must answer inquiries and address issues and concerns, resolving them promptly and efficiently.