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Become A Client Associate

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Working As A Client Associate

  • Getting Information
  • Interacting With Computers
  • Communicating with Persons Outside Organization
  • Communicating with Supervisors, Peers, or Subordinates
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $47,014

    Average Salary

What Does A Client Associate Do At Schneider Electric

* Participate in structured training programs and initiate self-driven training of the energy industry and Schneider Electric’s service offerings.
* Complete understanding of the basic operation of the industrial clients including, but not limited to, the client’s business operation, key contacts and their respective roles, their market risk tolerance, and their industry pressures.
* Support the Client Manager and Client Implementation Team in setup and implementation of data for new clients.
* Support the creation a strategic energy plan, as directed by the Client Manager, and manage the activities against it with internal team members.
* Assist the Client Manager with managing and completing client requests and the recommended actions, as directed by the Client Manager.
* Execute and complete assigned tasks, as directed by the Client Manager, to ensure each client is served with excellence and sees the value being delivered.
* Assist in the leadership of industrial clients, as directed by the Client Manager, to making cost effective decisions related to their energy costs and usage to strategically position each company, including some transactional responsibilities.
* Assist Client Manager with coordination of client meetings using internal resources when appropriate, prepare the materials for the meeting(s), and present to all levels of the client’s organization

What Does A Client Associate Do At UBS Financial Services

* Educate clients on account services and capabilities
* Input data in to financial planning tools
* Assist with the preparation of reports and other materials for client meetings
* Ensure appropriate documentation is collated for new accounts and service requests
* Key Deliverables:
* Leverage communications channels to enhance relationships with clients
* Maintain management systems with up to date client information
* Organize logistics for team marketing events and maintain marketing materials
* Provide team with calendar detailing daily, weekly and monthly activities
* Identify service opportunities for clients
* What we offer:
* Together.
* That’s how we do things.
* We offer people around the world a supportive, challenging and diverse working environment.
* We value your passion and commitment, and reward your performance.
* Take the next step:
* Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients.
* Challenging others and being challenged in return.
* Being passionate about what you do.
* Driving yourself forward, always wanting to do things the right way.
* Does that sound like you? Then you have the right stuff to join us.
* Apply now.
* Disclaimer / Policy Statements:
* UBS is an Equal Opportunity Employer.
* We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
* Your team:
* You’ll be working as part of Wealth Management Americas.
* We help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them

What Does A Client Associate Do At Wells Fargo

* Assists Private Bankers with account administration, supporting multiple people and balancing multiple priorities.
* Provides client service and addresses client inquiries.
* Assists in administration of accounts by interacting with clients to help resolve issues.
* Uses basic product knowledge to participate in cross-sale activities.
* Executes daily transactions and controls records/files within policy guidelines.
* Works with Centers/Offices/Stores to execute daily transactions for officers/bankers in sales, systems and credit support.
* Researches and resolves routine operational issues related to simple to moderately complex accounts.
* May prepare preliminary client correspondence.
* May assist in the preparation of client presentation materials to support sales/marketing efforts.
* May also provide administrative and office support including greeting clients and receiving incoming client calls.
* Job may be located in a WM Office or WM Center or in a Retail/Store location.
* This position requires compliance with the S
* A.F
* E. Mortgage Licensing Act of 2008 and all related regulations.
* Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
* This position is not eligible to hold licenses such as Series 7, Series 66, etc.
* Work hours are Monday through Friday, 8:00 am to 5:00 pm

What Does A Client Associate Do At Neuberger Berman

* Partner with Client Advisor in all aspects of maintaining/creating new relationships with retirement advisors and retirement record keepers/wholesalers.
* Heavy outbound calls focused on prospecting, uncovering/closing sales opportunities, setting up sales appointments, follow-up and client service.
* Act as a resource to advisors by developing and maintaining strong knowledge of Neuberger Berman products, the industry, the competition, our clients and their firms.
* Develop a strategy with Client Advisor to maximize territory coverage; develop and maintain relationships with key retirement advisors and retirement record keepers
* Assist with territory and firm-wide marketing/sales campaigns.
* Respond to inbound sales inquiries, literature requests, and service issues
* Maintain contact relationship management database (Salesforce) to effectively manage territory

What Does A Client Associate Do At MUFG Union Bank

* Support Financial Advisors and Senior Financial Advisors to offer investments to clients of the Bank.
* Once registered meet with new and existing clients to provide market data, place trades and educate them about investment choices.
* Work with clients to provide account information, issue sales/marketing materials, customer service, solve operational issues, and order supplies.
* Assist in creating financial plans for clients as directed by an advisor.
* Act as a liaison between the Retail Bank and UBIS, to help to set expectations and communicate with key partners.
* Coordinate and distribute client mailings.
* Organize and execute client facing events in coordination with Financial Advisors by monitoring referral system.
* Coordinate and set appointments for advisors

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How To Become A Client Associate

Customer service representatives typically need a high school diploma and receive on-the-job training to learn the specific skills needed for the job. They should be good at communicating and interacting with people and have some experience using computers.


Customer service representatives typically need a high school diploma.


Customer service representatives usually receive short-term on-the-job training, lasting 2 to 3 weeks. Those who work in finance and insurance may need several months of training to learn more complicated financial regulations.

General customer-service training may focus on procedures for answering questions, information about a company’s products and services, and computer and telephone use. Trainees often work under the guidance of an experienced worker for the first few weeks of employment.

In certain industries, such as finance and insurance, customer service representatives must remain current with changing regulations.

Licenses, Certifications, and Registrations

Customer service representatives who provide information about finance and insurance may need a state license. Although licensing requirements vary by state, they usually include passing a written exam. Some employers and organizations may provide training for these exams.

Important Qualities

Communication skills. Customer service representatives must be able to provide information in writing, by phone, or in person so that customers can understand them.

Customer-service skills. Representatives help companies retain customers by answering their questions and complaints in a helpful and professional manner.

Interpersonal skills. Representatives should be able to create positive interactions with customers.

Listening skills. Representatives must listen carefully and understand a customer’s situation in order to assist them.

Patience. Representatives should be patient and polite, especially when interacting with dissatisfied customers.

Problem-solving skills. Representatives must determine solutions to a customer’s problem. By resolving issues effectively, representatives contribute to customer loyalty and retention.

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Client Associate jobs

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Client Associate Career Paths

Client Associate
Client Service Associate Finance Advisor Finance Analyst
Account Manager
5 Yearsyrs
Senior Associate Project Manager General Manager
Area Manager
7 Yearsyrs
Assistant Vice President Project Manager Program Manager
Business Development Manager
9 Yearsyrs
Finance Advisor Assistant Vice President Human Resources Coordinator
Chief Executive Officer
8 Yearsyrs
Finance Analyst Account Manager
Client Services Manager
7 Yearsyrs
Office Manager General Manager Account Executive
Director Of Sales
10 Yearsyrs
Analyst Finance Analyst Account Manager
District Sales Manager
7 Yearsyrs
Account Executive Business Developer
5 Yearsyrs
Finance Analyst Operations Manager Sales Consultant
Internet Sales Manager
6 Yearsyrs
Investment Associate Assistant Vice President
Office Manager
5 Yearsyrs
Analyst Program Manager General Manager
6 Yearsyrs
Assistant Vice President Human Resources Coordinator Business Analyst
Product Manager
7 Yearsyrs
Operations Manager Plant Manager General Manager
Regional Manager
8 Yearsyrs
Client Service Associate Client Services Manager Operations Manager
Regional Sales Manager
9 Yearsyrs
Account Executive Territory Manager Account Manager
Relationship Manager
6 Yearsyrs
Investment Associate Finance Advisor Account Manager
Sales Account Manager
6 Yearsyrs
Senior Associate Senior Consultant Product Manager
Sales And Marketing Manager
6 Yearsyrs
Finance Advisor Finance Analyst Finance Manager
Sales Manager
5 Yearsyrs
Office Manager Account Manager
Senior Account Manager
7 Yearsyrs
Operations Manager General Manager Account Executive
Territory Manager
7 Yearsyrs
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Client Associate Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Portuguese

  • Mandarin

  • Chinese

  • German

  • Korean

  • Italian

  • Japanese

  • Arabic

  • Hindi

  • Russian

  • Cantonese

  • Swedish

  • Urdu

  • Ukrainian

  • Welsh

  • Armenian

  • Bengali

  • Kashmiri

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Client Associate

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Client Associate Education

Client Associate

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Real Client Associate Salaries

Job Title Company Location Start Date Salary
Associate, Strategy and Client Management Morgan Stanley Smith Barney LLC New York, NY Jun 30, 2014 $160,000
Associate, Client Advisory Group Man Investments USA Holdings Inc. New York, NY May 01, 2011 $89,000 -
Associate, Deutsche Asset Wealth Management, Global Client Group, Key Client Partners Sales Deutsche Bank Securities, Inc. New York, NY Jul 07, 2016 $68,000
Client Associate (Management Analyst) Coleman Research Group, Inc. New York, NY Aug 01, 2014 $65,000 -
Client Associate Jpmorgan Chase and Co. New York, NY Sep 10, 2011 $62,000 -
Client Associate Goldman, Sachs & Co. Miami, FL Dec 15, 2009 $61,500 -
Client Associate Coleman Research Group, Inc. New York, NY Jun 20, 2012 $58,531 -
Client Associate Jpmorgan Chase & Co. Los Angeles, CA Aug 08, 2016 $53,040
Client Associate Landor LLC San Francisco, CA Feb 11, 2015 $50,086
Client Associate Jpmorgan Chase & Co. Bellevue, WA Oct 27, 2015 $50,000
Priority Banking Client Associate Espirito Santo Bank Miami, FL Jun 12, 2015 $50,000
Client Associate Standish Management, LLC Santa Monica, CA Sep 04, 2015 $48,027
International Client Associate Betty Gibson Associates Inc. Boston, MA Oct 01, 2012 $46,000
Client Associate Landor LLC New York, NY Aug 11, 2015 $45,000
Client Associate (Market Research Analyst) Coleman Research Group, Inc. New York, NY Sep 12, 2015 $45,000 -
PR & Client Associate WJM Productions Inc. New York, NY Sep 01, 2013 $41,371

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Top Skills for A Client Associate


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Top Client Associate Skills

  1. Customer Service
  2. Compliance
  3. Financial Advisors
You can check out examples of real life uses of top skills on resumes here:
  • Provide exceptional customer service to clients by acting in a professional manner.
  • Performed compliance reviews to track and identify High Risk Customers and Politically Exposed Persons.
  • Supported a team of three Financial Advisors in maintaining and deepening current client relationships.
  • Maintained client relationships, investigated and resolved customer complaints, with a strong dedication to high quality customer service.
  • Trained all new incoming Client Service Associates on company's systems and policies

Top Client Associate Employers

Client Associate Videos

The Opening - A day in the life of a PwC tax associate

Career Advice on becoming a Pilot by Jonathan G (Full Version)

Career Advice on becoming a Client Services Manager by Richard D (Full Version)