Client Services Specialist

Client Services Specialist Job Description Template

Our company is looking for a Client Services Specialist to join our team.


  • Using multiple applications and systems to meet customer needs;
  • Verbal and written communications with prospective or existing customers regarding financial matters;
  • Makes service calls to referral sources to offer available personnel and to prospects to gather information regarding client needs;
  • Supports branch recruitment efforts to include interviewing, hiring and orienting field staff;
  • Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature;
  • Other duties as assigned;
  • Provides fund values and answers other product-related questions and/or questions related to insurance, annuity and investment advisory services;
  • Assists Financial Representatives in the preparation and follow up for the client/member meetings;
  • Performs routine administrative duties such as maintaining product prospectus and annual/semi-annual reports;
  • Create a GLAMOUR Experience for every customer;
  • Utilizes soft skills and troubleshooting skills to resolve client issues and questions;
  • Provides customer training as needed for on-boarding of new customers or refresher for existing customers;
  • You are expected to verify composition or perform copy prep, as needed for order processing purposes;
  • Develops and maintains relationships with customers, deliver excellent customer service and manage customer expectations appropriately;
  • Prioritizes and escalates support incidents and requests based on business impact and documented guidelines.


  • Strong customer service skills with ability to develop strong relationships;
  • Requires excellent verbal communication and writing skills;
  • Ability to manage multiple tasks simultaneously;
  • Bachelor’s degree strongly preferred;
  • At least one year of experience in home health care, with commercial insurance and private pay experience preferred;
  • Planning and Organizing;
  • At least one year of training or experience in a service related industry;
  • Self-managed and motivated;
  • Flexible and adaptable;
  • Ability to maintain integrity of sensitive/confidential information;
  • Communication;
  • Interpersonal skills;
  • Two or more years of college required;
  • You are expected to verify composition or perform copy prep, as needed for order processing purposes;
  • Two or more year s of customer service experience with an emphasis on building customer r e lationships and providing excellent customer s ervi c e.