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Customer Service Specialist

The main purpose of a customer service specialist is to be a ‘professional’ for direct customer support within all sectors and .organisation types. You are an advocate of Customer Service who acts as a referral point for dealing with more complex or technical customer requests, complaints, and queries. You are often an escalation point for complicated or ongoing customer problems. As an expert in your organisation’s products and/or services, you share knowledge with your wider team and colleagues. You gather and analyse data and customer information that influences change and improvements in service. Utilising both organisational and generic IT systems to carry out your role with an awareness of other digital technologies. This could be in many types of environment including contact centres, retail, webchat, service industry or any customer service point.


  • Demonstrate a continuous improvement and future focussed approach to customer service delivery including decision making and providing recommendations or advice  
  • Resolve complex issues by being able to choose from and successfully apply a wide range of approaches  
  • Find solutions that meet your organisations needs as well as the customer requirements
  • Through advanced questioning, listening and summarising negotiate mutually beneficial outcomes
  • Manage challenging and complicated situations within your level of authority and make recommendations to enable and deliver change to service or strategy  
  • Use clear explanations, provide options and solutions to influence and help customers make choices and agree next steps  
  • Explore and interpret the customer experience to inform and influence achieving a positive result for customer satisfaction  
  • Demonstrate a cost conscious mind-set when meeting customer and the business needs  
  • Identifying where highs and lows of the customer journey produce a range of emotions in the customer  
  • Use written and verbal communication to simplify and provide complex information in a way that supports positive customer outcome in the relevant format
  • Proactively gather customer feedback, through a variety of methods. Critically analyse, and evaluate the meaning, implication and facts and act upon it  
  • Analyse your customer types, to identify or anticipate their potential needs and expectations when providing your service
  • Maintain a positive relationship even when you are unable to deliver the customer’s expected outcome  
  • When managing referrals or escalations take into account historical interactions and challenges to determine next steps
  • Analyse the end to end service experience, seeking input from others where required, supporting development of solutions  
  • Make recommendations based on your findings to enable improvement  
  • Make recommendations and implement where possible, changes in line with new and relevant legislation, regulations and industry best practice


  • Understand what continuous improvement means in a service environment and how your recommendations for change impact your organisation  
  • Understand the impact your service provision has on the wider organisation and the value it adds  
  • Understand your organisation’s current business strategy in relation to customers and make recommendations for its future  
  • Understand the principles and benefits of being able to think about the future when taking action or making service related decisions  
  • Understand a range of leadership styles and apply them successfully in a customer service environment
  • Understand and critically evaluate the possible journeys of your customers, including challenges and the end-to-end experience  
  • Understand the reasons why customer issues and complex situations sometimes need referral or escalation for specialist attention  
  • Understand the underpinning business processes that support you in bringing about the best outcome for customers and your organisation  
  • Understand commercial factors and authority limits for delivering the required customer experience
  • Know your internal and external customers and how their behaviour may require different approaches from you  
  • Understand how to analyse, use and present a range of information to provide customer insight  
  • Understand what drives loyalty, retention and satisfaction and how they impact on your organisation  
  • Understand different customer types and the role of emotions in bringing about a successful outcome  
  • Understand how customer expectations can differ between cultures, ages and social profiles
  • Keep current, knowledge and understanding of regulatory considerations, drivers and impacts in relation to how you deliver for customers  
  • Understand your business environment and culture and the position of customer service within it  
  • Understand your organisation structure and what role each department needs to play in delivering Customer Service and what the consequences are should things go wrong  
  • Understand how to find and use industry best practice to enhance own knowledge  


  • Proactively keep your service, industry and best practice knowledge and skills up-to-date  
  • Consider personal goals related to service and take action towards achieving them
  • Personally commit to and take ownership for actions to resolve customer issues to the satisfaction of the customer and your organisation  
  • Exercises proactivity and creativity when identifying solutions to customer and organisational issues  
  • Make realistic promises and deliver on them
  • Work effectively and collaboratively with colleagues at all levels to achieve results.  
  • Recognise colleagues as internal customers  
  • Share knowledge and experience with others to support colleague development
  • Adopt a positive and enthusiastic attitude being open minded and able to tailor your service to each customer  
  • Be adaptable and flexible to your customer needs whilst continuing to work within the agreed customer service environment
  • Demonstrate brand advocacy, values and belief when dealing with customer requests to build trust, credibility and satisfaction  
  • Ensure your personal presentation, in all forms of communication, reflects positively on your organisation’s brand

Entry Requirements

Organisations will set their own entry criteria and are more likely to select individuals with more advanced interpersonal skills, experience of working with customers in some capacity. You must achieve Level 2 English and maths prior to taking the end point assessment.


The apprenticeship will take a minimum of 15 months to complete depending on experience.

Professional Qualifications / Recognition

Level 3. Completion of this apprenticeship will lead to eligibility to join the Institute of Customer Service as an Individual member at Professional level. Should you choose to progress on a customer service career path, you may be eligible for further professional membership including management. 

Originally published on Gov.uk, this information has been re-used under the terms of the Open Government Licence.


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