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Transactional specialist vs client relations specialist

The differences between transactional specialists and client relations specialists can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-12 months to become both a transactional specialist and a client relations specialist. Additionally, a transactional specialist has an average salary of $64,483, which is higher than the $39,902 average annual salary of a client relations specialist.

The top three skills for a transactional specialist include real estate, customer relationships and customer satisfaction. The most important skills for a client relations specialist are client relations, customer service, and data entry.

Transactional specialist vs client relations specialist overview

Transactional SpecialistClient Relations Specialist
Yearly salary$64,483$39,902
Hourly rate$31.00$19.18
Growth rate-4%-4%
Number of jobs41,351200,766
Job satisfaction--
Most common degreeBachelor's Degree, 50%Bachelor's Degree, 64%
Average age4040
Years of experience1212

What does a transactional specialist do?

A Transactional Specialist is someone who is in charge of all transactions that take place in a business organization. First of all, he/she is required to process all requests from customers, both online and offline, in an orderly and timely manner. Also, he/she uses all sales tools at his/her reach to drive an increase in profit and to exceed all of the department's goals. As a Transactional Specialist, your task may also include the establishment and monitoring of internal controls and policies to ensure thorough compliance with GAAP and other requirements.

What does a client relations specialist do?

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.

Transactional specialist vs client relations specialist salary

Transactional specialists and client relations specialists have different pay scales, as shown below.

Transactional SpecialistClient Relations Specialist
Average salary$64,483$39,902
Salary rangeBetween $39,000 And $105,000Between $27,000 And $58,000
Highest paying CityJersey City, NJWashington, DC
Highest paying stateNew JerseyNew Jersey
Best paying companyAppleMcKinsey & Company Inc
Best paying industry-Real Estate

Differences between transactional specialist and client relations specialist education

There are a few differences between a transactional specialist and a client relations specialist in terms of educational background:

Transactional SpecialistClient Relations Specialist
Most common degreeBachelor's Degree, 50%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common college--

Transactional specialist vs client relations specialist demographics

Here are the differences between transactional specialists' and client relations specialists' demographics:

Transactional SpecialistClient Relations Specialist
Average age4040
Gender ratioMale, 31.8% Female, 68.2%Male, 30.3% Female, 69.7%
Race ratioBlack or African American, 11.2% Unknown, 5.0% Hispanic or Latino, 20.1% Asian, 7.9% White, 55.2% American Indian and Alaska Native, 0.6%Black or African American, 11.5% Unknown, 5.3% Hispanic or Latino, 20.3% Asian, 6.5% White, 55.7% American Indian and Alaska Native, 0.7%
LGBT Percentage7%7%

Differences between transactional specialist and client relations specialist duties and responsibilities

Transactional specialist example responsibilities.

  • Manage A/R and financial functions for large automotive global account, generating annual revenues in excess of $100M/contract year.
  • Provide support to internal departments on ACH issues.
  • Develop spreadsheets for GL accounts; write balancing procedures for both ATM GL's including the weekly statement account balancing.
  • Identify cross-sell opportunities during customer interaction.
  • Serve as ATM custodian and commercial depository custodian.
  • Maintain patient confidentiality while ensuring any release of information requests are HIPAA compliant.
  • Show more

Client relations specialist example responsibilities.

  • Manage calendars; compile account records; create PowerPoint presentations for vendors, customers and investors.
  • Transition reporting and document storage process to an online SharePoint workspace for increase efficiency.
  • Participate in training of new representatives by composing training manuals and PowerPoint presentations.
  • Perform collection follow-up duties on specific financial classifications such as commercial insurance, Medicare and Medicaid claims.
  • Educate clients regarding proper distributions according to IRS regulations.

Transactional specialist vs client relations specialist skills

Common transactional specialist skills
  • Real Estate, 12%
  • Customer Relationships, 9%
  • Customer Satisfaction, 8%
  • Cash Flow Analysis, 8%
  • Cash Handling, 7%
  • Financial Analysis, 7%
Common client relations specialist skills
  • Client Relations, 24%
  • Customer Service, 8%
  • Data Entry, 7%
  • Client Facing, 6%
  • Inbound Calls, 4%
  • Client Support, 4%

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