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Healthfirst
Pharmacy Hyphen Client Success Specialist
Career Insights for Client Service Representative / Associate
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Scorecard
Based on New York data
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What they do
A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
$48,588 / year median in New York
-17% projected decline
Job Description
Key Responsibilities Client Implementation & Product Support Responsible for identifying, recruiting and onboarding new clients Support successful client implementations, ensuring clients have an excellent customer experience, adopt our tools and perform at the highest levels Document client business requirements and help validate that the final product solution meets business needs Build meaningful relationships with clients (e.g. providers, pharmacies, client data management vendors); serve as a primary point of contact for client inquiries, issues, and escalations Provide timely, accurate, and solutions-oriented product support; troubleshoot technical and functional issues, escalating complex matters as needed, act as a liaison between product, implementation and technical teams Maintain knowledge of company products and services to effectively support clients Identify recurring issues and recommend process or product improvements; work closely with all levels of end users to document business processes and workflows and begin identifying possible approaches to gaps, issues or risks Training Development & Delivery Design, develop, and maintain client-facing and internal training materials (guides, presentations, job aids, FAQs) Deliver live and virtual training sessions to clients and internal stakeholders Assess training effectiveness and continuously improve learning materials and programs Support onboarding efforts for new clients through structured implementation and training programs Meeting Management & Client Engagement Assist in the planning, scheduling, and facilitation of client meetings, including onboarding sessions, status updates, and training workshops Prepare clear agendas, presentations, and supporting documentation Document meeting outcomes, action items, and follow-ups Manage project expectations through regular client meetings, project status reports and maintaining a great relationship throughout the implementation life cycles Documentation & Knowledge Management Create and maintain comprehensive documentation, including SOPs, knowledge base articles, release notes, and troubleshooting guides Ensure documentation is clear, accurate, and accessible Maintain internal administrative and knowledge-based repositories to support team efficiency Contribute to continuous improvement of support workflows and processes Core Competencies Client-focused mindset Strong presentation and facilitation skills Attention to detail Collaboration and cross-functional teamwork Initiative and ownership Adaptability in a fast-paced environment What Success Looks Like High client satisfaction, engagement and retention Clear, well-maintained documentation that reduces support escalations Effective training programs that improve client adoption and internal efficiency Organized and productive client meetings with actionable outcomes