Client Services Job Description [Updated for 2024]

client services job description

In the dynamic realm of business, the focus on client services roles has never been sharper.

As the business landscape evolves, the demand for skilled professionals who can support, nurture, and enhance client relationships continues to soar.

But let’s delve deeper: What’s truly expected from a client services professional?

Whether you are:

  • A job seeker trying to understand the core of this role,
  • A hiring manager envisioning the perfect candidate,
  • Or simply curious about the intricacies of client services,

You’re in the right place.

Today, we present a customizable client services job description template, designed for effortless posting on job boards or career sites.

Let’s dive right into it.

Client Services Duties and Responsibilities

Client Services professionals act as a bridge between the organization and its clients, ensuring that clients’ needs are addressed, their questions answered, and issues solved.

They play a crucial role in maintaining client satisfaction and loyalty.

Their duties and responsibilities include:

  • Communicate with clients to understand their needs and explain product value
  • Build relationships with clients based on trust and respect
  • Collaborate with internal departments to ensure that clients’ needs are fulfilled effectively
  • Identify and assess clients’ needs, expectations, and satisfaction levels
  • Manage client accounts and coordinate with sales teams to ensure contract renewal
  • Perform client onboarding and organize regular review meetings
  • Address clients’ complaints and ensure their resolution in a timely manner
  • Collect and analyze client feedback to drive improvements in products and services
  • Ensure the timely delivery of products or services to the clients
  • Keep accurate records of all client interactions within the CRM system
  • Upsell or cross-sell products and services and achieve business objectives
  • Prepare reports on account status for internal stakeholders


Client Services Job Description Template

Job Brief

We are seeking an experienced and dedicated Client Services professional to enhance our customer experience.

The Client Services role involves managing our clients’ accounts, responding to client inquiries, and ensuring our clients have the best possible experience with our company.

Our ideal candidate has a strong client service background, excellent communication skills, and a keen eye for detail.

They should have a problem-solving attitude and a friendly demeanor.

Ultimately, the role of the Client Services professional is to maintain high customer satisfaction and improve our company’s reputation by ensuring client needs are met in a timely and accurate manner.



  • Manage a portfolio of accounts to achieve long-term success
  • Resolve customer complaints quickly and effectively
  • Forward or escalate unresolved issues to the appropriate department
  • Develop positive relationships with clients
  • Generate new business using existing and potential customer networks
  • Supervise account representatives to ensure client satisfaction
  • Report on the status of accounts and transactions
  • Monitor sales metrics (e.g. quarterly sales results and annual forecasts)
  • Suggest actions to improve sales performance and identify opportunities for growth



  • Proven work experience as a Client Services, Account Manager, Sales account manager or relevant role
  • Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization
  • Solid experience with CRM software and MS Office (particularly MS Excel)
  • Experience delivering client-focused solutions to customer needs
  • Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
  • Excellent listening, negotiation and presentation abilities
  • Strong verbal and written communication skills
  • BA/BS degree in Business Administration, Sales or relevant field



  • 401(k)
  • Health insurance
  • Dental insurance
  • Retirement plan
  • Paid time off
  • Professional development opportunities


Additional Information

  • Job Title: Client Services
  • Work Environment: Office setting with options for remote work. Some travel may be required for client meetings.
  • Reporting Structure: Reports to the Client Services Manager or Director of Client Services.
  • Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
  • Pay Range: $50,000 minimum to $80,000 maximum
  • Location: [City, State] (specify the location or indicate if remote)
  • Employment Type: Full-time
  • Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
  • Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to [email address or application portal].


What Does a Client Services Do?

Client Services professionals typically work in various industries such as advertising, marketing, finance, IT, and more.

They can work in-house for a company or as part of an agency that offers client services to multiple businesses.

The primary role of a client services professional is to serve as the point of contact between the business and its clients.

They are responsible for understanding the client’s needs, communicating these to the relevant departments, and ensuring that the client’s requirements are met.

Client Services professionals ensure client satisfaction by providing timely responses to client inquiries, resolving issues, and providing proactive solutions.

They may also help in developing and implementing client service policies and procedures to improve the overall customer experience.

In addition, they may be tasked with upselling or cross-selling products and services, as well as maintaining and developing client relationships through regular communication and engagement.

Their role also involves providing feedback from clients to the company, which can be used to improve products, services, or internal processes.

They may also be involved in client retention efforts, strategizing on how to maintain and grow relationships with existing clients.

The goal of a client services professional is to ensure a positive client experience and build long-term relationships with clients, ultimately leading to client retention and growth for the business.


Client Services Qualifications and Skills

Professionals in client services should encompass a number of skills and qualifications that align with your job description, such as:

  • Exceptional interpersonal skills to establish and maintain strong relationships with clients and build trust.
  • Excellent communication skills to clearly understand clients’ needs and effectively communicate solutions, updates or issues.
  • Strong problem-solving skills to efficiently and effectively resolve any issues or complaints raised by clients.
  • Detail-oriented approach to ensure all client requirements are met and nothing is overlooked.
  • Time management skills to prioritize tasks, meet deadlines and ensure prompt response to clients’ inquiries.
  • Customer service experience with a demonstrated understanding of excellent customer service principles and practices.
  • Ability to work well in a team, collaborating with various departments to ensure client satisfaction and service delivery.
  • Basic understanding of business principles to relate to client business needs and provide relevant solutions.


Client Services Experience Requirements

Entry-level candidates for roles in client services may typically have 1 to 2 years of experience, often gained through internships or part-time roles in customer service, sales, or administration.

These candidates may have acquired practical experience in areas such as customer relations, communication, and problem-solving.

Candidates with about 3 to 5 years of experience usually have a more comprehensive understanding of the client services domain.

They may have gained skills in account management, customer relationship management (CRM) systems, and project management.

Their experience might include roles like Client Services Coordinator or Client Services Associate.

Those with over 5 years of experience in client services are often considered seasoned professionals.

They may have held roles such as Client Services Manager, where they would have overseen teams and led initiatives to improve customer satisfaction and loyalty.

These professionals may have the necessary experience to take up leadership roles or positions with greater responsibility in the field of client services.


Client Services Education and Training Requirements

Client Services professionals typically have a bachelor’s degree in business administration, marketing, communications, or a related field.

They need to possess a strong understanding of customer relations, sales principles, and business processes.

They should also be well versed with customer relationship management (CRM) software and other related tools used in customer service settings.

Some positions may require client services professionals to have a master’s degree in business administration (MBA) or a related field, particularly for roles involving strategic decision-making or managerial responsibilities.

Additional certifications in customer service or related fields can be advantageous, as they demonstrate a candidate’s dedication to their profession and commitment to ongoing learning.

Such certifications could include Certified Customer Service Professional (CCSP), Certified Client Service Specialist (CCSS), or other relevant accreditations.

Furthermore, experience in a customer-focused role, such as sales or customer service, is typically required.

This ensures that the individual has developed the necessary communication and problem-solving skills to effectively serve and satisfy clients.


Client Services Salary Expectations

The average salary for a Client Services role is approximately $51,558 (USD) per year.

The actual earnings can vary significantly based on factors like industry, level of experience, and the geographical location of the company.


Client Services Job Description FAQs

What skills are needed for a Client Services role?

Client Services roles require excellent interpersonal and communication skills as they are often the first point of contact between the company and its clients.

They should also have good problem-solving skills and the ability to handle complaints or issues with professionalism and patience.

Time management and organizational skills are also vital in this role, along with a strong customer focus and the ability to work as part of a team.


Do Client Services roles require a degree?

A degree is not always required for a Client Services role, though some companies may prefer candidates with a degree in business, marketing, or a related field.

However, previous experience in customer service or a similar role can be just as valuable.

Specific industry knowledge may also be required depending on the company or sector.


What should you look for in a Client Services resume?

When reviewing a Client Services resume, look for evidence of strong communication skills and experience in customer service or a client-facing role.

Previous experience in the same industry as your company can also be a plus.

Also, check for any examples of problem-solving, leadership, or team collaboration.

Proficiency in CRM software and other related tools is also beneficial.


What qualities make a good Client Services professional?

A good Client Services professional is an excellent communicator, able to clearly and effectively convey information to clients, and understand their needs and concerns.

They are patient and empathetic, able to handle difficult situations with grace.

They are also organized and detail-oriented, able to manage multiple tasks and client accounts efficiently.

A strong focus on customer satisfaction and the ability to work well in a team are also important qualities.


Is it difficult to hire Client Services professionals?

Finding the right candidate for a Client Services role can be challenging due to the specific skill set required.

However, with a clear job description highlighting the essential skills and qualities needed, along with a competitive salary and benefits package, it is possible to attract high-quality candidates to your company.



And there you have it.

Today, we’ve unveiled the true essence of being in client services.

Surprise, surprise!

It’s not just about answering phone calls.

It’s about sculpting exceptional customer experiences, one interaction at a time.

Armed with our dependable client services job description template and real-world examples, you’re ready to take the plunge.

But why halt your journey here?

Explore further with our job description generator. It’s your stepping-stone to meticulously drafted listings or polishing your resume to a high shine.


Every customer interaction is a piece of a larger puzzle.

Let’s create those outstanding experiences. Together.

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