How To Become A Client Administrator: What It Is and Career Path

What is a client administrator and how to become one

Updated January 8, 2025

3 min read

Quoted expert

Virginia Wilcox

A client administrator performs the functions of a customer care service person. He/She provides high-level customer service to clients at financial firms. He/She answers calls and addresses client's inquiries, and maintains records of clients. Also, he/she performs research on financial products such as stock investments. Additionally, he/she provides administrative support to the senior financial advisers as needed, helps customers with their transactions, and handles general inquiries. The client administrator is also responsible for compiling reports.

This profession does not necessarily demand a college or university degree; a high school diploma or GED is enough. However, having a bachelor's degree in business administration, finance, or a related field is a plus. Applicants must have substantial experience in a related field. You must possess interpersonal, teamwork, communication, and customer focus-driven skills and develop strong relationships with clients.

Client administrators earn up to $48,127 annually which varies from $35,000 to $67,000.

What general advice would you give to a client administrator?

Virginia Wilcox

Associate Professor of Education, Wesleyan College

Go into this knowing every single person you encounter was once in your shoes...new, confused, anxious, worried, etc.
The quickest way to make a friend is to ask for help. Everyone (even the most hardened) likes feeling needed and/or appreciated.
So...even if it's as minor as asking for advice on what color to use on the bulletin board or as major as asking for ideas on how to engage an unruly student...
ASK someone not only will you get the assistance you need, you will make their day...AND...you may find that you've made an invaluable step toward a new friendship.

ScoreClient AdministratorUS Average

Salary

4.3

Avg. Salary $54,960

Avg. Salary $59,228

Stability level

8.0

Growth rate -4%

Growth rate 0.3%

Diversity

4.3

Race

American Indian and Alaska Native 0.67%

Asian 6.07%

Black or African American 9.29%

Hispanic or Latino 17.91%

Unknown 4.86%

White 61.21%

Gender

female 61.09%

male 38.91%

Age - 48

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 48

Stress level

8.0

Stress level is high

7.1 - high

Complexity level

8.7

Complexity level is advanced

7 - challenging

Work life balance

6.2

Work life balance is fair

6.4 - fair

Key steps to become a client administrator

Explore client administrator education requirements

Most common client administrator degrees

Bachelor's

63.7 %

Associate

16.5 %

Master's

9.4 %

Start to develop specific client administrator skills

Skills	Percentages
Client Service	8.81%
PowerPoint	6.70%
Administrative Functions	6.36%
Client Accounts	5.55%
Client Facing	4.90%

Complete relevant client administrator training and internships

Accountants spend an average of 6-12 months on post-employment, on-the-job training. New client administrators learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a client administrator based on U.S. Bureau of Labor Statistics data and data from real client administrator resumes.

Research client administrator duties and responsibilities

Manage all seminar preparation, which includes: research, preparing PowerPoint, and creating handouts.
Manage business development of electronic trading services for cash equities.
Create marketing PowerPoint presentations and coordinate internal and external meetings.
Assist in developing and implementing new policies and procedures pertaining to the administrative and management functions of the foreclosure department.

Prepare your client administrator resume

When your background is strong enough, you can start writing your client administrator resume.

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