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This question is about what a client service associate does, what a service associate does, and client service associate.
How much do client service associates make?
Client service associates make around $50,000 to $60,000 in a year. This amount can vary depending on location and experience level, but typically the salary range for this position does not differ significantly.
The registered client service associate plays a crucial role in client service for these accounts, letting those with more robust wealth management backgrounds handle the investment aspect. In some positions, registered client service associates may also provide sales support, assist in social media marketing efforts, and educate clients on new account services.
Due to the nature of the duties of a registered client service associate, they typically need fundamental investment and financial management knowledge. In addition, they should also possess vital customer service, communication skills, and knowledge of relevant computer software.
Both of these require a person who has a bachelor's degree and some experience to perform effectively. This requirement is why this position typically pays reasonably well, as it requires extensive knowledge of both financial and sales skills.
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