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What does a Client Liaison do?

Updated January 8, 2025
7 min read
What does a Client Liaison do

Client Liaisons support client service representatives in matters related to clients. They plan and make a schedule for the monthly meetings with their clients. It is their job to monitor client satisfaction through follow-up to solve client problems and issues. They take measures for research and the resolution of client-raised issues. Their job includes coordinating with proper corporate staff to provide accurate and timely answers for clients.

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Client liaison responsibilities

Here are examples of responsibilities from real client liaison resumes:

  • Identify project priorities and work with senior account managers/team leads to identify most critical projects and communicate them with account coordinators.
  • Design multiple PowerPoint presentations for new clients.
  • Utilize database programs to troubleshoot errors, recall information, and test software.
  • Apply appropriate technical knowledge to troubleshoot customer repair issues for high speed internet, video, and phone services.
  • Design and execute PowerPoint presentations request by marketing manager.
  • Deliver and refine strategic marketing messages, allowing physician intervention and treatment of at-risk patients.
  • Assist patients and medical insurance companies in resolving account balances and executing collection follow-up on accounts.
  • Organize initial paperwork for patients evaluations including clinical and financial printouts from SQL database and documents from referring organizations.
  • Provide daily inventory of securities, ensure compliance with regulations, prepared/process trade corrections, and maintain necessary records for compliance.
  • Collaborate with MetLife internal business partners in cross-functional project teams to enhance operational effectiveness, reduce costs and increase profit margins.

Client liaison skills and personality traits

We calculated that 22% of Client Liaisons are proficient in Patients, HR, and Client Relations. They’re also known for soft skills such as Computer skills, Customer-service skills, and Listening skills.

We break down the percentage of Client Liaisons that have these skills listed on their resume here:

  • Patients, 22%

    Assisted patients and medical insurance companies in resolving account balances and executing collection follow-up on accounts.

  • HR, 7%

    Maintained constant communication with recruiters, hiring managers and HR Representatives throughout the new hire process.

  • Client Relations, 7%

    Provide innovative client relationship management through proactive consultations with C-level executives to develop and implement strategic workforce optimization plans.

  • Financial Statements, 6%

    Analyzed foreign corporate financial statements to assess financial suitability for the Export-Import Bank.

  • Client Service, 5%

    Develop liaison with client service and collection department to provide required information and acquire necessary documents.

  • Scheduling Appointments, 4%

    Worked in the Call Center as well, answering many calls daily, scheduling appointments, directing calls and answering questions.

Common skills that a client liaison uses to do their job include "patients," "hr," and "client relations." You can find details on the most important client liaison responsibilities below.

Customer-service skills. Another soft skill that's essential for fulfilling client liaison duties is customer-service skills. The role rewards competence in this skill because "representatives help companies retain customers by professionally answering questions and helping to resolve complaints." According to a client liaison resume, here's how client liaisons can utilize customer-service skills in their job responsibilities: "provide customer and client support to internal and external contacts. "

Listening skills. client liaisons are also known for listening skills, which are critical to their duties. You can see how this skill relates to client liaison responsibilities, because "representatives must listen carefully to ensure that they understand customers in order to assist them." A client liaison resume example shows how listening skills is used in the workplace: "communicated and interacted with clients at all levels, including directors, cfos, admitting supervisors/managers and patient accounting managers. "

Patience. A big part of what client liaisons do relies on "patience." You can see how essential it is to client liaison responsibilities because "representatives should be patient and polite, especially when interacting with dissatisfied customers." Here's an example of how this skill is used from a resume that represents typical client liaison tasks: "praised by clients for patience and caring during training and problem resolution. "

Communication skills. Another common skill required for client liaison responsibilities is "communication skills." This skill comes up in the duties of client liaisons all the time, as "customer service representatives must be able to provide clear information in writing, by phone, or in person." An excerpt from a real client liaison resume shows how this skill is central to what a client liaison does: "implemented strategic programs to enhance productivity and reduce liability through improved communications and hr practices. "

Interpersonal skills. Another skill commonly found on client liaison job descriptions is "interpersonal skills." It can come up quite often in client liaison duties, since "representatives should be able to create positive interactions with customers." Here's an example from a resume of how this skill fits into day-to-day client liaison responsibilities: "develop and maintain excellent interpersonal relationships with clients, brokers, third parties and other good health departments and offices. "

All client liaison skills

The three companies that hire the most client liaisons are:

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Compare different client liaisons

Client liaison vs. Service specialist

A service specialist is responsible for assisting customers with their inquiries and concerns about the services offered by the organization. Service specialists' duties include responding to customers' requests, updating customers of promotional offers and new services, escalating high-level concerns to the appropriate department, and keeping accurate records of clients' issues and resolutions. Service specialists are also in charge of preparing customer surveys to rate their satisfaction and identifying opportunities for service improvement. A service specialist must display excellent customer service and communication skills to address clients' concerns efficiently and accurately.

We looked at the average client liaison salary and compared it with the wages of a service specialist. Generally speaking, service specialists are paid $3,634 higher than client liaisons per year.While the two careers have a salary gap, they share some of the same responsibilities. Employees in both client liaison and service specialist positions are skilled in patients, hr, and customer issues.

These skill sets are where the common ground ends though. The responsibilities of a client liaison are more likely to require skills like "client relations," "financial statements," "client service," and "scheduling appointments." On the other hand, a job as a service specialist requires skills like "social work," "criminal justice," "strong problem-solving," and "rehabilitation." As you can see, what employees do in each career varies considerably.

Service specialists tend to make the most money working in the technology industry, where they earn an average salary of $56,045. In contrast, client liaisons make the biggest average salary, $49,552, in the finance industry.service specialists tend to reach similar levels of education than client liaisons. In fact, service specialists are 0.7% less likely to graduate with a Master's Degree and 1.0% less likely to have a Doctoral Degree.

Client liaison vs. Sales associate and customer service

Sales and customer service associates are employees who are responsible for closing out sales deals and attending to customer needs. They are in charge of selling company goods and services to potential clients, often citing the common needs of prospective clients to ensure sales. They also handle customer inquiries and complaints and try their best to mitigate any problems that would arise. They are expected to be experts on company products to ensure that they can provide the best service to customers. Sales and customer service associates should have strong interpersonal skills, customer service skills, and communication skills.

A career as a sales associate and customer service brings a lower average salary when compared to the average annual salary of a client liaison. In fact, sales associate and customer services salary is $11,862 lower than the salary of client liaisons per year.Only some things about these jobs are the same. Take their skills, for example. Client liaisons and sales associate and customer services both require similar skills like "customer issues," "customer complaints," and "inbound calls" to carry out their responsibilities.

Each career also uses different skills, according to real client liaison resumes. While client liaison responsibilities can utilize skills like "patients," "hr," "client relations," and "financial statements," sales associate and customer services use skills like "customer service," "plumbing," "sales associates," and "phone calls."

On average, sales associate and customer services earn a lower salary than client liaisons. Some industries support higher salaries in each profession. Interestingly enough, sales associate and customer services earn the most pay in the manufacturing industry with an average salary of $30,394. Whereas client liaisons have higher pay in the finance industry, with an average salary of $49,552.Average education levels between the two professions vary. Sales associate and customer services tend to reach lower levels of education than client liaisons. In fact, they're 5.1% less likely to graduate with a Master's Degree and 1.0% less likely to earn a Doctoral Degree.

Client liaison vs. Service representative

Service representatives handle customer inquiries, requests, complaints, and other general feedback. They are usually the first point of contact with the company's customers. Service representatives are expected to be familiar with all of the company's products so that they can answer all inquiries made by the customers. They should also be familiar with company policies and guidelines on sales and customer handling so that they can address concerns and feedback. They are usually the ones who try to resolve customer complaints by sending issues to applicable departments and ensuring that customers are satisfied with the company's products and services.

An average service representative eans a lower salary compared to the average salary of client liaisons. The difference in salaries amounts to service representatives earning a $6,824 lower average salary than client liaisons.Using the responsibilities included on client liaisons and service representatives resumes, we found that both professions have similar skill requirements, such as "patients," "hr," and "client service.rdquo;

The required skills of the two careers differ considerably. For example, client liaisons are more likely to have skills like "client relations," "financial statements," "travel arrangements," and "expense reports." But a service representative is more likely to have skills like "customer service," "pet," "front desk," and "veterans."

Service representatives make a very good living in the government industry with an average annual salary of $38,566. On the other hand, client liaisons are paid the highest salary in the finance industry, with average annual pay of $49,552.service representatives typically earn similar educational levels compared to client liaisons. Specifically, they're 2.8% less likely to graduate with a Master's Degree, and 1.1% less likely to earn a Doctoral Degree.

Client liaison vs. Representative

Representatives are lawmakers who represent the people in a specific district. They run for office to represent their districts in their hometown or their current place of living. Representatives are usually charismatic and good communicators. These characteristics are especially important during campaign and election periods. Representatives should be able to capture the hearts of the voters through their planned projects and advocacies. They are then elected by their constituents. Upon election, representatives author bills that will eventually be passed into law should it be approved by the majority of the congress. They also vote on the passage of bills authored by other representatives. They also participate in discussions and debates regarding different bills, issues, and laws. Representatives are expected to vote according to their conscience and in consideration of the voice of their constituents.

Representatives typically earn lower pay than client liaisons. On average, representatives earn a $4,493 lower salary per year.According to resumes from client liaisons and representatives, some of the skills necessary to complete the responsibilities of each role are similar. These skills include "patients," "hr," and "customer issues. "

Even though a few skill sets overlap between client liaisons and representatives, there are some differences that are important to note. For one, a client liaison might have more use for skills like "client relations," "financial statements," "client service," and "scheduling appointments." Meanwhile, some responsibilities of representatives require skills like "cleanliness," "customer service," "data entry," and "outbound calls. "

The transportation industry tends to pay the highest salaries for representatives, with average annual pay of $36,557. Comparatively, the highest client liaison annual salary comes from the finance industry.In general, representatives hold similar degree levels compared to client liaisons. Representatives are 1.4% less likely to earn their Master's Degree and 0.1% less likely to graduate with a Doctoral Degree.

Types of client liaison

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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