Client Services Officer

Job Description

A Client Services Officer is responsible for delivering services to clients and usually work in a professional service setting, such as financial, construction, legal, advisory, and professional consultation services.  A Client Services Officer provides administrative support to the management team, handles transactions for clients, maintains a database, manages individual client caseloads, and escalates complex matters.  This role requires the ability the ability to maintain accurate records, and communicate via various methods (phone, email, and digital channels) with high level attention to detail.  Depending on the industry it is also imperative to comply with industry relevant legislation, policies, and procedures.


Qualifications are not essential to become a Client Services Officer, but they may be an advantage when seeking employment.

Most job advertisements specify a qualification and how this would be advantageous for your candidacy.  For example, completion of a Diploma of Financial Planning, when applying for a job as Client Services Officer within the financial services industry. 


  • Adaptable
  • Autonomous
  • Communicator
  • Confident
  • Customer-Orientated
  • Efficient
  • Flexible
  • Friendly
  • Interpersonal
  • Motivated
  • Persistent
  • Problem Solving
  • Receptive
  • Welcoming

Key Skills

  • Empathy
  • Positive Language
  • Product Knowledge
  • Time Management
  • Attentiveness
  • Goal-orientated

Future Prospects

You may like to think about moving on from this career, some transferable skills can be utilised in roles such as;