Client Service Specialist Job Description

Client Service Specialist Job Description

176 votes for Client Service Specialist
Client service specialist provides clients with the highest level of insurance product line expertise with in-depth knowledge of client insurance programs.

Client Service Specialist Duties & Responsibilities

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

Sample responsibilities for this position include:

Work with insurance carriers for claims resolution of escalated claims
Drive and influence change to improve automation
Share results / successes achieved through root cause analysis with the business
Enhance / build upon relationships with all key stakeholders
Reviewing client escalated issues and action items performing root-cause analysis and utilizing this information to increase STP and the overall client experience
Engaging regional and global product heads in terms of keeping them closely informed of client feedback, which are especially strategic in nature and need to be considered when building out the TOM the budgeting process
Confirming daily via FICC Real Time Matching system
Repricing- Pair-off resolution
Investigate- Resolve Cash/Stock record breaks
Confirming Affiliate trades/ confirming fails with Broker/Dealer

Client Service Specialist Qualifications

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

Licensing or Certifications for Client Service Specialist

List any licenses or certifications required by the position: ITIL, PMP, V3, V2, ITSM, ACEDS, D+H

Education for Client Service Specialist

Typically a job would require a certain level of education.

Employers hiring for the client service specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Education, Business, Finance, Accounting, Associates, Economics, Computer Science, Technical, Engineering, Communication

Skills for Client Service Specialist

Desired skills for client service specialist include:

Banking and trust systems
Policies and procedures with a broad understanding of the client operation
Brokerage business
Product area
Principles and processes of business management
Industry standards
Product Line

Desired experience for client service specialist includes:

Strong MS Office Suite skills and Adobe Acrobat
Strong presentation, client facing, and organizational skills
Proficient in understanding of FX products
Outgoing personality with ability to complement and enhance existing advisor-client relationships
Professional appearance and communication skills representative of a Private Wealth advisory practice
Positive attitude and sincere willingness to constantly learn and grow in a team-oriented environment

Client Service Specialist Examples


Client Service Specialist Job Description

Job Description Example
Our innovative and growing company is hiring for a client service specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service specialist
  • Liaisons with trading/repo/sales desk on open problems
  • Pro-active in escalation of problems
  • Prepare for client meetings
  • Gather and enter data into our financial planning software
  • Create financial planning deliverables
  • Perform case analysis and draft recommendations for Advisor’s review
  • Run illustrations and hypotheticals
  • Resolve client questions and provide information as it relates to servicing their accounts
  • In depth review of proposals and preparation of market analyses to provide Client Service Teams with consultative expertise and feedback on the marketing results
  • Accessing carrier data portals to prepare financial reports for assigned book of clients
Qualifications for client service specialist
  • Assist with all aspects of client service
  • Enter certificate and auto identification information for certificate center issuance
  • Identify, compile and manage information regarding account renewal
  • Create Master marketing File
  • Request, install and implement policy changes and prepare new and renewal business submissions in EPIC
  • Review documents and information requests from clients

Client Service Specialist Job Description

Job Description Example
Our growing company is looking to fill the role of client service 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 service specialist
  • Direct client contact- answer questions about accounts
  • Actively partner with the Client Service Analyst’s to build and increase technical skills
  • Servicing institutional client base trading Fixed Income and Derivative products (Domestic and Foreign)
  • Review and action inquires from settlement/front office/clients
  • Interact with settlement and clients to resolve settlement and trade issues
  • Monitor and handle client fail trade issues
  • Develop MI for strategic clients, perform efficiency analysis to streamline clients’ process efficiency rate, and manage the day to day process of all products
  • Analyzes information receive from various parties and must decide correct course of action to meet clients’ needs
  • Need to be able to work independently and accurately in a fast paced time sensitive environment
  • Support Account Executive, Client Advocate, and development of client relationship
Qualifications for client service specialist
  • Gather exposure information from clients
  • Prepare submissions, proposals and presentations
  • Interact with underwriters with regard to endorsements and coverage inquiries
  • Property and Casualty license (Can be obtained post-employment)
  • Knowledge of FICC/IMPACT
  • Minimum of 2 years experience in Fixed Income Confirmations

Client Service Specialist Job Description

Job Description Example
Our growing company is looking to fill the role of client service specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client service specialist
  • Support client needs and goals with expanding business opportunities to solidify client relationship
  • Daily support for customers including employee benefits brokerage, consulting, and general account management
  • Work with clients to resolve day-to-day issues
  • Meeting preparation including organization and binding of reports
  • Manage team and client meeting agendas and notes
  • Assist in the management of basic and complex service issues, employee enrollment meetings and research for team members on client related issues with Account Executive
  • Assist with execution of client strategic initiatives
  • Provide best-in-class client deliverables
  • Timely data entry, when required
  • Review/Preparation of Payroll Tax and Sales/Use Tax Returns
Qualifications for client service specialist
  • Professional certification (CEBS, GBA, PHR) preferred
  • 3+ years of analytical analysis of employee benefit programs preferred and general underwriting experience a plus
  • Intermediate to advanced knowledge of all forms of health and ancillary plans with working knowledge of funding arrangements and contracts
  • Intermediate to advanced knowledge of regulatory environment of employee benefit plans
  • Ability to work under pressure to meet deadlines and prioritize tasks
  • Knowledge of principles and methods involved in promoting and selling service

Client Service Specialist Job Description

Job Description Example
Our company is hiring for a client service 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 service specialist
  • Establishes the link between the client and person / party responsible for final resolution, in the event that escalation is required for resolution, and takes ownership of work activities, to ensure client satisfaction
  • Communicate with Manager, Sales and Technical Support regarding complex client support issues, brainstorming, idea sharing and collaboratively providing solutions
  • Assist sales during the sales process, to meet the needs of a client during product roll-out and to provide on-going support, including extensive phone support
  • Facilitate client product implementation, including coordinating account setup, client training and on-boarding product implementation sessions
  • Collaborate directly with Client Services Manager and/or Sales Manager on any projects deemed necessary
  • Document customer issues utilizing current on-line information management system
  • Off all holidays
  • Coordinate and oversee the daily activities that support the portfolio management and distribution teams, including contract management, client on-boarding & implementation, account maintenance, portfolio reconciliation and client reporting
  • Resolve issues related to account transitions and reconciliations and serve as contact person for client service and sales staff
  • Collaborate with client service teams to implement policies and procedures to support client relationships using the highest standards of service
Qualifications for client service specialist
  • A bachelor's degree is strongly preferred but not required
  • Series 7 required and Series 63/65 or 66 preferred, Series 66 would need to be obtained within 4 weeks of hire
  • Motivated, energetic, and results driven
  • Thrives in a fast-paced environment that is constantly evolving, able to quickly learn and apply new information
  • Passion for helping others get to a fast and easy resolution
  • Adapts to change, flexible, and comfortable taking on new things and learning new work

Client Service Specialist Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client service 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 service specialist
  • Assist with projects designed to automate the delivery of client portfolio and sales information across departmental lines
  • Implement highly reliable operational processes and procedures related to client accounts
  • Send out initial loan application and needs list
  • Gather loan documentation on the “needs list”, request missing items from clients
  • Be recognized by the client as a product expert, possessing a deep understanding of IPD methodologies, techniques, processes and applications
  • Own the resolution of client queries with particular attention to
  • Time to pick up
  • Time to respond
  • Answer quality
  • Proactive management of client communication and expectations
Qualifications for client service specialist
  • Well-developed problem solving and organizational skills and ability to work with others implementing solutions
  • Ability to work effectively as both an individual and as a team contributor
  • Courtesy and professionalism
  • Client satisfaction - measured by 'CSAT
  • Use incoming cases as an opportunity to identify business opportunity by appropriately asking the client `why?' and communicate qualified lead to salespeople
  • Escalate client cases efficiently, when appropriate and according to escalation protocol

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