Client services specialist: Client Services Specialist | healthcaresupport.com
What Does A Client Service Specialist Do: Duties And Responsibilities
A client service specialist is an individual who fulfills tasks that are related to delivering a product or service to clients. Client service specialists are required to assist project managers in establishing parameters and requirements of a project or work with a particular client. They help in the development of training manuals and materials that are needed by the client to use the newly developed product. Client service specialists must also set up and create archives for client records.
Client Service Specialist Responsibilities
Here are examples of responsibilities from real client service specialist resumes representing typical tasks they are likely to perform in their roles.
- Educate veterans and the college community on veteran’s benefits and academic requirements need to accomplish academic goals.
- Demonstrate compassion and encouragement during tough moments.
- Prepare and present PowerPoint presentations for training meetings.
- Create a PowerPoint presentation implement into the official training program.
- Transition reporting and document storage process to an online SharePoint workspace for increase efficiency.
- Examine injure persons and administer first aid or cardiopulmonary resuscitation, if necessary, using training and medical supplies and equipment.
- Execute unsolicite order entry for equities, options, mutual funds, insurance, and unit investment trusts for clients.
- Bag groceries, round up carts, provide customer service, and perform other tasks as designated by management.
- Greet customers, help them find items, bag groceries, sweep the store, help customer to their car.
- Provide guidance regarding payroll issues, researching state and other statutory requirements.
- Handle KYC, compliance and regulatory items relate to client contracts, trust agreements and invoices.
- Perform the required KYC screening on new clients by documenting and corroborating the information obtain on the client.
- Perform international calculations including hypothetical tax, lump sums, initiation and recovery of appropriate payroll relate advances, etc.
- Provide educational information regarding insurance policies and coverage and financial options for non insure patients.
- Time hourly technicians in and out via ADP.
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Client Service Specialist Skills and Personality Traits
We calculated that 16% of Client Service Specialists are proficient in Client Service, Excellent Interpersonal, and Client Facing. They’re also known for soft skills such as Communication skills, Computer skills, and Customer-service skills.
We break down the percentage of Client Service Specialists that have these skills listed on their resume here:
- Client Service, 16%
Initiated implementation of a paperless environment that reduced expenses, increased data accuracy and decreased turn around time on client services.
- Excellent Interpersonal, 7%
Demonstrated excellent interpersonal skills working with internal and external partners.
- Client Facing, 6%
Assist in preparing client facing presentations.
- Client Issues, 5%
Identify operational/client issues and trends, diagnosing potential problems proactively within a Service Team.
- Data Entry, 5%
Determine appropriate claim type and complete data entry into Maryland Automated Benefits System.
- Work Ethic, 4%
Keep a very high repor with clients and high level of work ethic and satisfaction.
“client service,” “excellent interpersonal,” and “client facing” aren’t the only skills we found client service specialists list on their resumes. In fact, there’s a whole list of client service specialist responsibilities that we found, including:
According to a client service specialist resume, “customer service representatives must be able to provide clear information in writing, by phone, or in person.” Client service specialists are able to use communication skills in the following example we gathered from a resume: “trained and educated client hr staff in benefit administration and communication. “
” This example from a resume shows how this skill is used: “provided excellent customer service client management increase clinic retention decreasing membership attrition scheduling appointments”
“See the full list of client service specialist skills.
The three companies that hire the most prestigious client service specialists are:
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What Client Representatives Do
Client Representatives are professionals who work on behalf of their clients. They coordinate with external parties with which their clients are involved.
They represent their clients during meetings and appointments when their clients are not available. Client Representatives should have a background related to the business that their clients are involved in. This would help them catch up with conversations. They are expected to act as if they are the client themselves. They must act within the client’s best interest at all times. As such, they should be familiar with their clients’ interests and needs.
In this section, we take a look at the annual salaries of other professions. Take client representative for example. On average, the client representatives annual salary is $1,742 higher than what client service specialists make on average every year.
Even though client service specialists and client representatives have vast differences in their careers, a few of the skills required to do both jobs are similar. For example, both careers require client service, client facing, and client issues in the day-to-day roles.
As far as similarities go, this is where it ends because a client service specialist responsibility requires skills such as “excellent interpersonal,” “work ethic,” “strong project management,” and “manage client expectations.
” Whereas a client representative is skilled in “customer service,” “crm,” “pre sales,” and “reconciliations.” So if you’re looking for what truly separates the two careers, you’ve found it.
Client representatives really shine in the technology industry with an average salary of $48,306. Whereas client service specialists tend to make the most money in the finance industry with an average salary of $40,907.
The education levels that client representatives earn is a bit different than that of client service specialists. In particular, client representatives are 0.4% more likely to graduate with a Master’s Degree than a client service specialist. Additionally, they’re 0.5% more likely to earn a Doctoral Degree.
What Are The Duties Of a Service Associate?
A service associate’s role is to assist customers either through phone or in person. One of the service associate’s primary responsibilities is to attain customer satisfaction by answering queries, performing troubleshooting methods, assisting in navigating through difficult tasks, handling complaints, resolving issues, and even processing payments.
Furthermore, a service associate needs to be equipped with good communication skills to build rapport with clients as there are instances where they have to sell products and services.
Next up, we have the service associate profession to look over. This career brings along a lower average salary when compared to a client service specialist annual salary. In fact, service associates salary difference is $1,331 lower than the salary of client service specialists per year.
A similarity between the two careers of client service specialists and service associates are a few of the skills associated with both roles. We used resumes from both professions to find that both use skills like “data entry,” “powerpoint,” and “problem resolution. “
While some skills are similar in these professions, other skills aren’t so similar. For example, several resumes showed us that client service specialist responsibilities requires skills like “client service,” “excellent interpersonal,” “client facing,” and “client issues.
” But a service associate might use skills, such as, “sales floor,” “patients,” “customer service,” and “patient rooms.”
When it comes to the differences in education between the two professions, service associates tend to reach similar levels of education than client service specialists. In fact, they’re 0.6% less likely to graduate with a Master’s Degree and 0.5% more likely to earn a Doctoral Degree.
How an Account Specialist Compares
An account specialist is responsible for reaching out to customers or potential clients through calls, emails, and other forms of correspondence to secure sales and strengthen business relations. An account specialist may also perform other tasks such as arranging appointment schedules with clients, providing price quotes and responding to further inquiries, process orders, generating sales leads, and handling complaints and resolving issues. Furthermore, an account specialist may also be involved in developing strategies, finding new opportunities, producing and completing necessary documents, and preparing reports, all in adherence to the company’s policies and regulations.
The third profession we take a look at is account specialist. On an average scale, these workers bring in higher salaries than client service specialists. In fact, they make a $2,543 higher salary per year.
While looking through the resumes of several client service specialists and account specialists we discovered that both professions have similar skills. These similarities include skills such as “data entry,” “powerpoint,” and “problem resolution,” but they differ when it comes to other required skills.
Some important key differences between the two careers are a few of the skills necessary to fulfill responsibilities. Some examples from client service specialist resumes include skills like “client service,” “excellent interpersonal,” “client facing,” and “client issues,” whereas an account specialist might be skilled in “customer service,” “patients,” “catheter,” and “patient accounts. “
Account specialists make a very good living in the finance industry with an average annual salary of $47,336.
Whereas client service specialists are paid the highest salary in the finance industry with the average being $40,907.
When it comes to education, account specialists tend to earn similar education levels than client service specialists. In fact, they’re 1.0% less likely to earn a Master’s Degree, and 0.1% less likely to graduate with a Doctoral Degree.
Description Of a Customer Service Liaison
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.
The fourth career we look at typically earns lower pay than client service specialists. On average, customer service liaisons earn a difference of $3,900 lower per year.
According to resumes from both client service specialists and customer service liaisons, some of the skills necessary to complete the responsibilities of each role are similar. These skills include “excellent interpersonal,” “data entry,” and “powerpoint. “
Each job requires different skills like “client service,” “client facing,” “client issues,” and “work ethic,” which might show up on a client service specialist resume. Whereas customer service liaison might include skills like “strong customer service,” “patients,” “telephone calls,” and “regulatory agencies.”
Now, let’s take a closer look at the financials in each career. The technology industry tends to pay more for customer service liaisons with an average of $40,134. While the highest client service specialist annual salary comes from the finance industry.
Customer service liaisons reach similar levels of education when compared to client service specialists. The difference is that they’re 1.6% more likely to earn a Master’s Degree more, and 1.0% more likely to graduate with a Doctoral Degree.
Types Of Client Service Specialist
Sample Client Services Specialist Job Description
A client services specialist job description template should be customized to match the specific skills and qualifications required by the employer. A client services specialist is responsible for assisting clients in their day-to-day activities, providing a high level of customer service and maintaining professionalism in all interactions. This job is primarily a sales position and the individual is expected to be knowledgeable about the company’s products and services, as well as the competitors in the industry. Customize this client services specialist job description template to match your specific requirements.
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Overview
We are a growing company that is looking for an experienced client services specialist to join our team. Our client services specialists work with clients in the healthcare industry. They provide exceptional customer service through their own personal computers as well as by phone or email. The ideal candidate will be self-motivated, detail oriented, possess excellent communication skills and can handle multiple projects at once. This position requires some travel within the U.S. (up to 25% of time).
Duties
The client services specialist is responsible for assisting clients with their needs and providing support to the client. This includes managing all aspects of customer service, such as scheduling appointments, answering phone calls, responding to emails and making requests. It is important that the individual in this position can maintain accurate information about customers by conducting thorough research on each client, then creating a customized plan for exceeding expectations.