Is being a client associate a good job?

Question

Zippia Team · Accepted Answer

Yes, being a client associate is a good job. Client service associates are the glue that holds an advisory business together. These valuable assistants are typically adept at performing myriad tasks that would take most brokers and advisors who employ them at least twice as long to accomplish.

While in the past, a client associate was a glorified secretary, today, they take on a much more valuable role, making the job both valuable, well paying, and desirable.

Client associates often do almost everything brokers, and planners do, including bringing in new business, maintaining the company's website and social media presence, managing compliance, and interacting with clients at a deeper level.

And, of course, most of them still perform the normal routine duties of setting up new client accounts, processing paperwork, cashiering and handling securities, filing, and planning office events.

This means that a person in this role is a valuable member of the staff, has plenty of room for growth, both as a client associate and beyond, and can find significant job satisfaction within the role.