Top 7 Attributes Needed to be a Top Client Services Specialist Today

It always has been a little ambiguous to figure out what exactly makes a top-notch Client Services Specialist. Well-Run Concepts has been conducting research to quantify what is needed in the position of Client Services Specialist today. We used a comprehensive, validated, step-by-step process called the Trimetrix™ system to determine what is needed for top performance. This article will summarize our findings to date and here is what we found.

1. PLANNING AND ORGANIZATION: The ability to establish a process for activities that lead to the implementation of systems, procedures or outcomes.
   
   • Defines plans and organizes activities necessary to reach targeted goals
   
   • Organizes and utilizes resources in ways that maximize their effectiveness
   
   • Implements appropriate plans and adjusts them as necessary
   
   • Consistently demonstrates organization and detail orientation
   
   
2. SELF MANAGEMENT: The ability to prioritize and compete tasks in order to deliver desired outcomes within allotted time frames.
   
   • Independently pursues business objectives in an organized and efficient manner
   
   • Prioritizes activities as necessary to meet job responsibilities
   
   • Maintains required level of activity toward achieving goals without direct supervision
   
   • Minimizes work flow disruptions and time wasters to complete high quality work with a specified time frame
   
   
3. CUSTOMER FOCUS: A commitment to customer satisfaction.
   
   • Consistently places a high value on customers and all issues related to customers
   
   • Objectively listens to, understands and represents customer feedback
   
   • Anticipates customer needs and develops appropriate solutions
   
   • Meets all promises and commitments made to customers
   
   
4. PERSONAL ACCOUNTABILITY: A measure of the capacity to be answerable for
   personal actions.
   
   • Accepts personal responsibility for the consequences of personal actions
   
   • Avoids placing unnecessary blame on others
   
   • Maintains personal commitment to objectives regardless of the success or failure of personal decisions
   
   • Applies personal lessons learned from past failures to moving forward in achieving future success
   
   
5. RESULTS ORIENTATION: The ability to identify actions necessary to complete tasks and obtain results.
   
   • Maintains focus on goals
   
   • Identifies and acts on removing potential obstacles to successful goal attainment
   
   • Implements thorough and effective plans and applies appropriate resources to produce desired results
   
   • Follows through on all commitments to achieve results
   
   
6. GOAL ACHIEVEMENT: The overall ability to set, pursue and attain achievable goals, regardless of obstacles or circumstances.
   
   • Establishes goals that are relevant, realistic and attainable
   
   • Identifies and implements required plans and milestones to achieve specific business goals
   
   • Initiates activity toward goals without unnecessary delay
   
   • Stays on target to complete goals regardless of obstacles or adverse circumstances
   
   
7. FLEXIBILITY: The ability to readily modify, respond to and integrate change with minimal personal resistance.
   
   • Adapts effectively to changing plans and priorities
   
   • Demonstrates the capacity to handle multiple tasks at one time
   
   • Deals comfortably with ambiguity
   
   • Adjusts preset plans as necessary with minimal resistance

Well-Run Concepts

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