Professional services cover a broad range of positions, including lawyers, legal assistants, graphic designers, bankers, and contract managers. These professionals possess specialized qualifications or accreditations and provide businesses with expert advice, direction, and compliance-based services on a full-time or contractual basis.
If your company needs professional services, it's crucial to have a clear and concise recruitment strategy. We recommend using a job description template to create a tailored role description that can be used across various advertising channels, such as job boards, social media, and industry networks.
To assist with your recruitment efforts, we offer job description examples for all the professional services roles your company may require.
What Do Professional Services Workers Do?
In order for your professional services business to succeed, it is important to carefully recruit staff with a range of experience and skills. This will ensure that your team is able to provide expert advice, direction, and compliance-based services, which can impact crucial aspects of your business such as legal compliance, project delivery, training, sales, direction, strategy, reputation, and profit.
To attract the right candidates, it is important to have a clear and concise job description that outlines the duties and functions of the role, as well as how it fits into your team and organisational culture. Utilizing a job description template can be helpful for tailoring your job description to your specific needs and advertising it across various platforms such as job boards, social media, and industry networks.
Professional services employees may be responsible for a variety of tasks depending on the scope and industry of the company.
These tasks may include:
- Defining project requirements
- Providing support to the company's team, senior executives, and clients
- Delivering high-level education, training, and technical advice
- Providing advice on business development and organizational strategy
- Recommending resources
- Conducting market and industry research
- Developing marketing strategies
- Managing legal actions
- Overseeing finances
- Implementing procedures that improve client relationships and customer satisfaction
Professional Services Positions and Titles
The tasks and duties of professional services persons and consultants are conducted by workers in roles titled as:
- Investment Banker
- Contract Manager
- Professional Services Consultant
Professional Services Responsibilities and Duties
The job duties and responsibilities of professional services roles vary significantly based on the job function and seniority level. These are the essential tasks and high-priority responsibilities that define the job and the performance of the person in the role.
Examples of professional services responsibilities and duties include:
- Drafting legal documents and contracts
- Performing general administrative tasks
- Documenting new procedures and policies
- Delivering staff training to meet business requirements
- Conducting ID checks
- Updating client records
- Answering questions from senior executives or clients
- Collecting evidence
- Staying up-to-date with market and industry knowledge/innovations
- Creating reports, presentations, and spreadsheets
- Troubleshooting problems
- Sourcing vendors
- Negotiating deals
- Providing implementation services
- Guiding project management
- Conducting research
- Providing support to senior executives or clients
- Collaborating with other teams such as sales
- Providing high-level technical advice
- Guiding legal compliance
- Recommending resources and technologies
- Guiding business growth, strategy, and direction
- Introducing policies and procedures
- Implementing strategies to reduce costs
- Overseeing mergers and acquisitions
To make the job description more engaging and meaningful, it is essential to specify how each duty and responsibility should be accomplished. For example, "You will oversee project management by assessing risks, coordinating meetings, monitoring budgets, and setting operational frameworks."
Essential Professional Services Skills
Recruiting the right professional services consultants is crucial for your company to achieve its goals, comply with legal requirements, and implement best practices. The success of these consultants depends on a combination of hard and soft skills, including:
- Excellent communication skills to maintain high levels of client satisfaction
- Extensive experience and expertise in their field
- Leadership and management experience to effectively collaborate with teams
- Advanced knowledge of project and strategic planning
- Strong research skills
- Active listening
- Interpersonal skills to build relationships
- Effective decision-making abilities
- Time management
- Ability to handle stress
- Receptiveness to feedback
- Coaching and mentorship skills
- Problem-solving abilities
- Strong organizational skills
- Commitment to the job
- Adaptability to changing situations
- Influential communication style
- Ability to multitask effectively
- Attention to detail
Professional Services Education and Qualifications
The formal education and appropriate qualifications depend on the position, business sector, and seniority level, but could include:
- A master’s or bachelor’s Degree in a related field such as a Computer Science
- Certifications or accreditations
Professional Services Training and Experience
Your company may require a candidate with previous experience in a similar position. Additionally, proficiency in Microsoft Office software and experience in project management, strategic planning, or consulting is expected for all applicants.
Frequently Asked Questions about Professional Services Job Descriptions
Here we answer your professional services job description frequently asked questions.