The client service specialist plays a vital role in establishing and maintaining a productive relationship between the company and prospective clients. Acting as a link between clients and upper management, the client service specialist communicates with clients and assists them, in person and over the phone, in financial transactions, service and meeting set-ups, and other tasks in response to the client's needs. The client service representative may also contact clients to pass on communications from upper management.

To be successful, a client service specialist must possess strong written and verbal communications skills, as the majority of duties involve interacting with customers and clients. Duties involving the direct handling of money require excellent organizational skills and attention to detail. Preparing invoices, Preparing agreements, Liaison with clients during the preliminary stages of the coordination of the event. Occasional travel. In addition, time management and multitasking skills are also important, as the client service specialist may be given several different tasks at a time.

Client service representatives usually hold a entry-level role that requires a high school diploma or equivalent. An educational background in finance - such as post-high school coursework - may be beneficial. For this position, a high school diploma or college degree is necessary in many cases; an educational background in business can be helpful as well. Experience in customer service jobs, especially those involving handling money, are also helpful. Knowledge and experience with basic computer software is usually necessary.