CLIENT SERVICE SPECIALIST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

The Client Service Specialist's role emphasizes exceptional customer service, aiming to surpass client expectations and maintain high satisfaction levels. This position requires effective goal-setting and accountability, strong team collaboration, and the ability to both give and receive constructive feedback. Ideal candidates bring proven experience in customer service within sales or retail environments, demonstrating excellent communication, problem-solving, and multitasking skills, particularly in high-pressure startup settings.

Summary of Client Service Specialist Knowledge and Qualifications on Resume

1. BA in Business Administration with 3 years of Experience

  • Passion for delivering exceptional client service
  • Excellent communication skills
  • Ability to develop and maintain collaborative relationships internally and externally
  • Ability to Multi-tasking and manage priorities effectively
  • Ability to handle complex and challenging situations with many moving parts
  • Proven ability to operate effectively in a team with the ability to work under pressure with tight timelines
  • Knowledge of investment products, policies & procedures would be helpful
  • Experience with Windows 10 and Microsoft Office Suite (Word, Excel & PowerPoint) required
  • Experience in the financial industry
  • Persistent in finding the right solution for the client
  • Passionate in dealing with clients and understanding securities and global custody products
  • Focused on timely and accurate answers to clients' inquiries

2. BA in Communication Studies with 4 years of Experience

  • Values amazing customer service and is willing to exceed expectations for their clients
  • Ability to create and reach goals, keeping themselves accountable to their day-to-day and career goals
  • Working on a team and being a dependable teammate for every member of the company
  • Ability to receive feedback and immediately action on that feedback, as well as giving it to peers to help others grow
  • A willingness to work hard in a start-up environment
  • Passion for assisting high net-worth clients and communicating in a professional manner
  • Responds promptly to client needs with a desire to provide the highest quality of service
  • Works with a sense of urgency to identify and meet deadlines
  • Multi-task while maintaining careful attention to detail
  • Strong problem-solving skills
  • Experience with Customer service in dealing in sales, retail, or other contact center environments.
  • Strong communication, listening, and interpersonal skills

3. BA in Marketing with 2 years of Experience

  • Knowledge of health insurance
  • Excellent customer service skills
  • Highly organized, able to multi-task, and strong attention to detail
  • Ability to collect money with poise and confidence
  • Compliant and self-motivating team player who works well with others
  • Proficient in Microsoft Office and e-mail, experience with electronic medical records and practice management software is preferred
  • Professional presentation of self and surrounding work area
  • Able to work as a team but also independently to meet deadlines and provide outstanding support
  • Exhibits sound and accurate judgment and uses time efficiently
  • Organized, flexible, efficient, reliable, and eager to learn

4. BA in Psychology with 3 years of Experience

  • Excellent communication skills in English, both written and orally
  • Computer literacy in MS Word, Excel, and Outlook.
  • Ability to multi-task in a Call Center environment
  • Ability to develop and follow the process to ensure deliverables of the unit are met
  • Ability to manage workload efficiently
  • Proactive, able to prioritize and juggle multiple deadlines
  • Ability to work with staff and clients from diverse backgrounds and abilities
  • Ability to establish connections with clients who might be in distress and/or facing psychological issues or dementia.
  • Ability to establish and maintain working relationships with colleagues, referral sources, and other professionals.
  • Proven excellent customer service skills, experience, and attitude.
  • Detail-oriented and excellent ability to follow through.
  • Sufficient typing skills to enter data while talking to the client on the telephone
  • Ability to be part of a high-energy team in a rapidly growing department.
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