Client Relations Specialist Job Description

Client Relations Specialist Job Description

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Client relations specialist provides consultation to application owners and business partners regarding short and long-range solutions to meet business imperatives.

Client Relations Specialist Duties & Responsibilities

To write an effective client relations specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included client relations specialist job description templates that you can modify and use.

Sample responsibilities for this position include:

Assisting in developing and systematizing processes, and then personally executing these to ensure that the firm covers all aspects of client services in these investor areas
Developing, managing and maintaining strong relationships with US existing and new clients in conjunction with the appropriate sales person as a unit
Reporting alleged cases of abuse, neglect and exploitation to Protective Services when appropriate
Respond timely (same day) to requests by customer for quotes, product orders, product inquiries, technical engineering support and services to ascertain customer needs
Being engaged with and answering queries from all existing clients as a point of contact within the firm that they can trust to deliver timely and accurate information
Working alongside colleagues to respond to all client queries received
Organizing and fully coordinating schedules of all ODD and client service meetings in the US
Maintaining high quality of information in the RFP infrastructure (RFP Machine and Alternative Investment Management Association due diligence questionnaires)
General RFP questions completed using standard answers from RFP machine
General due diligence

Client Relations Specialist Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Relations Specialist

List any licenses or certifications required by the position: CPIM, PMP, CPSM, CIPS

Education for Client Relations Specialist

Typically a job would require a certain level of education.

Employers hiring for the client relations specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Education, Associates, Technical, Business/Administration, Management, Marketing, Finance, Real Estate, Military

Skills for Client Relations Specialist

Desired skills for client relations specialist include:

Services
DST products
Service practices to provide superior customer service
Clients’ business and culture in order to develop short- and long-range business plans for add-on business opportunities
Sales
JIRA and PowerSelect
Keep time sensitive commitments are critical
Meet deadlines
Microsoft Office Suite
Transaction processing and ability to handle multiple priorities

Desired experience for client relations specialist includes:

Completion of internal reporting needs, spreadsheets, analytical requirements and ad hoc internal reporting
Undertaking all aspects of US client management, including client on-boarding
Knowledge of event management processes and activities
Set-up initial loan file and input data into loan origination system
Complete initial underwriting of loan
Obtain credit report against loan applicant

Client Relations Specialist Examples

1

Client Relations Specialist Job Description

Job Description Example
Our growing company is looking to fill the role of client relations specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client relations specialist
  • Train clients on tools and platforms
  • Manage Salesforce and client reporting
  • Build and create best practices standard operating procedures
  • File and track legal documents supporting initiatives
  • Create and manage presentation materials and update accordingly
  • Manage all logistics for internal travel including submitting expenses
  • Assimilate into Hilton Grand Vacations Commitment to Excellence culture through understanding, supporting and participating in all elements of Commitment to Excellence
  • Regular attendance in conformance with the standards, which may be established by Hilton Grand Vacations from time to time, is essential to the successful performance of this position
  • Provides first level problem resolution for service issues brought by customer
  • Prepares special reports and/or customer presentations
Qualifications for client relations specialist
  • Demonstrates knowledge of pharmaceutical or medical industry a plus
  • Bachelor’s degree and a solid academic background
  • 2+ years of wealth management or family office experience is preferred
  • Superior communication skills, highly motivated, and detail oriented
  • Desire to work in a team oriented, entrepreneurial environment
  • Completes timely and accurate invoicing as part of billing process
2

Client Relations Specialist Job Description

Job Description Example
Our growing company is looking for a client relations specialist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client relations specialist
  • Development of strategic relationships with “New Clients” and “New Business”
  • Lead management/Qualification
  • Develop quotes with engineering, materials, pricing teams to respond to client with quick turnaround times for new business requests
  • Inquire with clients for opportunities to enhance revenues for Utilimaster
  • Develop and to the extent possible help Utilimaster automate strategic process reporting (on-time delivery, value stream throughput, plant efficiency, status reports) to clients such that Utilimaster is the preferred supplier and easy to do business with
  • May demonstrate products and provide customer assistance when necessary
  • Finalizing the application process for all health agents
  • Ensure that all client profiles are accurate complete in real time
  • Verifying sold policies with all insurance carriers
  • Helping to ensure policies remain in force throughout the life of the policy
Qualifications for client relations specialist
  • A College Degree or the equivalent in education and related work experience required
  • Ability to interface with internal and external clients at all levels
  • One to two years account management or client support experience, including two or more years of management experience and years of project management experience
  • Knowledge of the pharmaceutical or environmental industry a plus
  • Act as the primary point-of-contact for KCM Key Commercial Accounts (internal & external)
  • Act as primary customer/site contact for assigned large-scale/key commercial accounts
3

Client Relations Specialist Job Description

Job Description Example
Our growing company is hiring for a client relations specialist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client relations specialist
  • Corresponding with clients and carriers via phone, email, and face-to-face
  • Analyzing and resolving client issues when we are made aware of them
  • Responding to clients in a timely manner, while building relationships of trust through open
  • Performing administrative duties including creating correspondence, reports, client meeting materials and proofreading
  • Execute basic technical coding requests to cater to the need of the client related to reporting needs
  • Coordinate resources
  • Schedule meetings and presentations, balancing multiple internal and external calendars
  • Customize reports and product flows
  • Proactively move issues to resolution
  • Manage all project-related documentation with the utmost accuracy
Qualifications for client relations specialist
  • Desire for ongoing training and skill development
  • Education equivalent to College Degree in Business, Industrial or Process Engineering, or the equivalent in related work experience, demonstrating the ability to focus on quality and procedures
  • Proactively engages with customers to ensure forecasts are received on regularly agreed periods
  • Creates, maintains, and communicate schedules, issues, and proactive updates with internal and external collaborators
  • Counsels customers on forecast and order expectations to include escalation as appropriate
  • Prepare and deliver timely updates on open orders of third party customers
4

Client Relations Specialist Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of client relations specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client relations specialist
  • Assist sales with monitoring and resolving early account drops and enrollment errors
  • Act as liaison between Sales and Operations, building strong relationships with internal parties to quickly and accurately resolve discrepancies
  • Dedicate the time needed to answer client needs, including odd hours when necessary
  • Support of client activities associated with Production Issue and Defect Management Resolution, to include intake and triage with client and internal partners across diverse functional areas
  • Create and deliver routine and ad hoc reporting needed to understand various aspects of processes of performance, staffing needs, Identify, lead, and oversee projects and analysis related to reporting needs to establish superior operational reporting within CMS
  • Administration, support, maintenance and/or build of Access Databases (or similar) to support operational and client needs
  • Support client implementations of Irix, taking on projects and tasks as needed
  • Maintain open communication with clients and internal teams
  • Proactively address customer issues, and “own” the resolution
  • Understand the inner workings of our technology, and communicate effectively with clients on technical subjects
Qualifications for client relations specialist
  • A H.S
  • Ability to maintain a positive attitude and demonstrate maturity, empathy, and patience when dealing with clients is critical
  • Maintain and update required reporting and information related to customer supplied material
  • Provide support and information related to product shipments
  • Oversee invoicing process for international and external KCM Key Account Customers
  • Partner with Finance Department to confirm POD and reconcile revenue accounts
5

Client Relations Specialist Job Description

Job Description Example
Our growing company is hiring for a client relations specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client relations specialist
  • Handling a high number of inbound and outbound calls in a fast paced environment
  • Assisting callers using a polite, friendly and professional approach
  • Adhering to department metrics of call length, quality and customer satisfaction
  • Resolving problems by clarifying, researching and exploring alternate solutions
  • Review client documented procedures and provide change recommendations
  • Develop and foster relationships within Agency Client Success Pod(s) cross-functional key points
  • Develop and scale internal communication channels through CRM and specified other channels
  • Maintain constant communication with key stakeholders in Operations to ensure accurate delivery of and follow-through on campaigns
  • Provide ongoing field perspective and feedback to stakeholders to support execution of all campaigns and work collaboratively to eliminate roadblocks as needed
  • Maintain high-level ongoing communication with all key stakeholders within the organization
Qualifications for client relations specialist
  • Manage effective resolution of billing issues for KCM Key Account Customers
  • New contract negotiations supporting the legal/BD teams
  • Contract amendments, extensions, and terminations
  • Gather, analyze, and disseminate Key Account Customer related data and metrics to management
  • Track On Time Delivery (OTD) and Key Performance Indicators (KPI) for customers and provide feedback to management
  • Track and report on customer forecast accuracy

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