What does a client specialist do?
A client specialist's role is to help a company build strong relationships with its clients by providing optimal service. Their responsibilities typically revolve around reaching out to clients through calls and correspondence, addressing and resolving issues and concerns, offering products and services, and even providing special offers, all to ensure customer satisfaction. A client specialist may also conduct market research and analysis to learn consumers' needs, produce progress reports and presentations, perform follow-up calls to clients, and devise strategies to provide better service.
Client specialist responsibilities
Here are examples of responsibilities from real client specialist resumes:
- Deliver exceptional customer service while assisting patients with their questions and concerns regarding scheduling or supplements.
- Develop working knowledge of animal medical conditions and terminology, diplomacy with and compassion for pet owners and their animals.
- Train clients on treasury products (i.e.
- Create PowerPoint presentations to aid in WebEx training.
- Create PowerPoint for training and prepare documents for new hires.
- Recommend over the counter products such as flea products, pet foods, shampoos, etc.
- Identify investments - equities, ETFs, mutual funds and options - for initial investment and portfolio rebalancing.
- Open, maintain and close accounts as requested by current customers, loan officers, and treasury relationship managers.
- Direct responsibilities include cooking/texturizing individual meals, bathing, and oral hygiene - CPR, first-aid, and CAIT certify
- Track daily trading activity in proprietary CRM in a high volume environment while confirming that all trades are match for settlement.
- Act as first level resource for CCS who need assistance can be either to local team or a remote CCS location/team.
- Maintain business confidentiality and HIPAA compliance.
- Maintain customer engagement data integrity within NetSuite CRM.
- Guarantee proper distribution of prescription medication with doctors and patients.
- Deliver windows and in-store marketing programs seasonally.
Client specialist skills and personality traits
We calculated that 27% of Client Specialists are proficient in Client Facing, Client Satisfaction, and Customer Satisfaction. They’re also known for soft skills such as Communication skills, Computer skills, and Customer-service skills.
We break down the percentage of Client Specialists that have these skills listed on their resume here:
- Client Facing, 27%
Produced client facing technical documentation (both text and film).
- Client Satisfaction, 14%
Service relationships according to bank policy and procedures to ensure timeliness and client satisfaction.
- Customer Satisfaction, 10%
Identified internal procedures that adversely affected customer satisfaction and worked with internal areas to build consensus and to accomplish improvements.
- Customer Service, 8%
Team responsibilities include training, identifying and implementing cross-selling/up-selling opportunities and risks, as well as every day customer service activities.
- CRM, 5%
Maintained customer engagement data integrity within NetSuite CRM.
- Customer Relationships, 4%
Monitored daily paperwork, maintained visual standards, and cultivated customer relationships.
Most client specialists use their skills in "client facing," "client satisfaction," and "customer satisfaction" to do their jobs. You can find more detail on essential client specialist responsibilities here:
Communication skills. To carry out their duties, the most important skill for a client specialist to have is communication skills. Their role and responsibilities require that "customer service representatives must be able to provide clear information in writing, by phone, or in person." Client specialists often use communication skills in their day-to-day job, as shown by this real resume: "possess excellent organizational skills, very good interpersonal communications skills (written and oral) and am detailed oriented. "
Customer-service skills. Another skill that relates to the job responsibilities of client specialists is customer-service skills. This skill is critical to many everyday client specialist duties, as "representatives help companies retain customers by professionally answering questions and helping to resolve complaints." This example from a resume shows how this skill is used: "provided outstanding customer support, responding quickly and diplomatically to client concerns to ensure superior service and satisfaction. "
Interpersonal skills. For certain client specialist responsibilities to be completed, the job requires competence in "interpersonal skills." The day-to-day duties of a client specialist rely on this skill, as "representatives should be able to create positive interactions with customers." For example, this snippet was taken directly from a resume about how this skill applies to what client specialists do: "provide excellent interpersonal and customer service skills with the ability to resolve conflicts and generate solutions quickly. "
Listening skills. Another common skill required for client specialist responsibilities is "listening skills." This skill comes up in the duties of client specialists all the time, as "representatives must listen carefully to ensure that they understand customers in order to assist them." An excerpt from a real client specialist resume shows how this skill is central to what a client specialist does: "printed manual achs report and communicated with treasury and accounting. "
Patience. Lastly, "patience" is an important element of what a client specialist does. Client specialist responsibilities require this skill because "representatives should be patient and polite, especially when interacting with dissatisfied customers." This resume example highlights how client specialist duties rely on this skill: "praised by clients for patience and caring during training and problem resolution. "
The three companies that hire the most client specialists are:
- Guidant Financial154 client specialists jobs
- Oracle90 client specialists jobs
- Charles Schwab64 client specialists jobs
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Compare different client specialists
Client specialist vs. Senior customer service specialist
Senior Customer Service Specialists perform directly around customers in a company. They are typically needed to answer customers' requests, respond to an inquiry, and resolve issues and complaints. Their duties may include data entry, file keeping, and general paperwork. Also, they supervise some representatives, monitor their progress, and serve as their mentors. Candidates for the position must have strong communication skills, analytical, and computer savvy. Additionally, they must possess relevant experience as a junior customer service representative and have excellent leadership skills.
These skill sets are where the common ground ends though. The responsibilities of a client specialist are more likely to require skills like "client satisfaction," "crm," "client service," and "post sales." On the other hand, a job as a senior customer service specialist requires skills like "strong problem-solving," "customer calls," "financial institutions," and "call monitoring." As you can see, what employees do in each career varies considerably.
The education levels that senior customer service specialists earn slightly differ from client specialists. In particular, senior customer service specialists are 2.4% less likely to graduate with a Master's Degree than a client specialist. Additionally, they're 0.4% less likely to earn a Doctoral Degree.Client specialist vs. Customer relationship specialist
A customer relationship specialist is responsible for providing the highest quality services for the customers by responding to their inquiries and concerns and resolving their complaints. Customer relationship specialists document calls, update the account information of the customers on the database, and coordinate with the sales team in developing promotional techniques to sell goods and services for the customers. These specialists process orders, post payments, and confirm details with the customers. A customer relationship specialist must have excellent communication and organizational skills, especially in achieving customer satisfaction for business goals and objectives.
While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that client specialist responsibilities requires skills like "client facing," "client satisfaction," "client service," and "post sales." But a customer relationship specialist might use other skills in their typical duties, such as, "salesforce," "digital marketing," "email marketing," and "excellent interpersonal."
Customer relationship specialists earn similar levels of education than client specialists in general. They're 1.0% more likely to graduate with a Master's Degree and 0.4% more likely to earn a Doctoral Degree.What technology do you think will become more important and prevalent for Client Specialists in the next 3-5 years?
Sara Perry Ph.D.
Assistant Professor, Baylor University
Client specialist vs. Member service specialist
A member service representative is responsible for providing service and support to customers of membership-based organizations. You will be responding to inquiries, requests, and complaints, investigating and resolving customer complaints and concerns, and providing information and ongoing education to members about company benefits, and policies, and procedures. Additionally, you will be responsible for processing and auditing transactions, including purchases, deposits, withdrawals, and payments. You are also expected to cross-sell products or services to meet the needs of other members.
The required skills of the two careers differ considerably. For example, client specialists are more likely to have skills like "client facing," "client satisfaction," "crm," and "customer relationships." But a member service specialist is more likely to have skills like "pos," "quality customer service," "sales transactions," and "member service."
Member service specialists earn the highest salary when working in the finance industry, where they receive an average salary of $37,158. Comparatively, client specialists have the highest earning potential in the technology industry, with an average salary of $53,444.Most member service specialists achieve a similar degree level compared to client specialists. For example, they're 2.7% less likely to graduate with a Master's Degree, and 0.4% less likely to earn a Doctoral Degree.Client specialist vs. Customer service specialist
Customer service specialists are employees who are responsible for providing the best customer experience to customers, usually for after-sales transactions. They attend to customers' inquiries and provide answers to their questions on products or services that the company offers. They also address customer complaints and help mitigate the concerns by offering solutions such as instructions on how to fix defects, or processing replacements or refunds. Customer service specialists also listen to customer feedback and ensure that these are logged properly so that proper departments will be able to receive them.
Even though a few skill sets overlap between client specialists and customer service specialists, there are some differences that are important to note. For one, a client specialist might have more use for skills like "client facing," "client satisfaction," "crm," and "customer relationships." Meanwhile, some responsibilities of customer service specialists require skills like "strong customer service," "cleanliness," "front end," and "customer transactions. "
In general, customer service specialists earn the most working in the finance industry, with an average salary of $34,860. The highest-paying industry for a client specialist is the technology industry.The average resume of customer service specialists showed that they earn similar levels of education compared to client specialists. So much so that theyacirc;euro;trade;re 4.1% less likely to earn a Master's Degree and less likely to earn a Doctoral Degree by 0.3%.Types of client specialist
Updated January 8, 2025
