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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

  • $81,749

    Average Salary

What Does A Client Associate Do

Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.

Duties

Customer service representatives typically do the following:

  • Listen to customers’ questions and concerns, and provide answers or responses
  • Provide information about products and services
  • Take orders, calculate charges, and process billing or payments
  • Review or make changes to customer accounts
  • Handle returns or complaints
  • Record details of customer contacts and actions taken
  • Refer customers to supervisors or more experienced employees

Customer service representatives answer questions or requests from customers or the public. They typically provide services by phone, but some also interact with customers face to face, by email, or live chat.

The specific duties of customer service representatives vary by industry. For example, representatives who work in banks may answer customers’ questions about their accounts. Representatives who work for utility and communication companies may help customers with service problems, such as outages. Those who work in retail stores often handle returns, process refunds, and help customers locate items. Some representatives make changes to customers’ accounts, such as updating addresses or canceling orders. Although selling is not their main job, some representatives may help generate sales while providing information about a product or service.

Customer service representatives typically use a telephone, computer, and other office equipment. For example, representatives who work in call centers answer phone calls and use computers to review and select standard responses from a list of options. Those employed in retail stores use registers to process returns or orders.

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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.

Education

Customer service representatives typically need a high school diploma.

Training

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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Do you work as a Client Associate?

Client Associate Jobs

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Average Length of Employment
Client Associate 3.0 years
Client Liaison 2.6 years
Client Specialist 2.3 years
Client Coordinator 2.1 years
Client Advisor 2.1 years
Top Employers Before
Internship 12.2%
Teller 4.2%
Associate 3.2%
Cashier 2.6%
Top Employers After
Associate 6.0%
Internship 4.8%
Teller 3.7%
Consultant 3.6%
Analyst 3.4%

Do you work as a Client Associate?

Client Associate Demographics

Gender

Female

60.5%

Male

37.1%

Unknown

2.4%
Ethnicity

White

59.5%

Hispanic or Latino

16.7%

Black or African American

10.7%

Asian

9.2%

Unknown

3.9%
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Foreign Languages Spoken

Spanish

52.1%

French

12.4%

Portuguese

6.0%

Mandarin

4.7%

Chinese

4.3%

German

3.0%

Korean

2.6%

Italian

2.1%

Japanese

2.1%

Arabic

2.1%

Hindi

1.7%

Russian

1.7%

Cantonese

1.3%

Swedish

0.9%

Urdu

0.9%

Welsh

0.4%

Armenian

0.4%

Bengali

0.4%

Kashmiri

0.4%

Tagalog

0.4%
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Client Associate Education

Schools

University of Phoenix

13.0%

Villanova University

8.8%

Temple University

7.7%

Fordham University

7.3%

University of Houston

5.7%

Boston College

4.6%

Northeastern University

4.6%

Arizona State University

4.2%

West Chester University of Pennsylvania

4.2%

Georgetown University

3.8%

Wake Forest University

3.8%

Columbia University

3.8%

Drexel University

3.8%

University of Miami

3.8%

New York University

3.4%

Pennsylvania State University

3.4%

West Virginia University

3.4%

University of Iowa

3.4%

Cornell University

3.4%

Florida International University

3.4%
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Majors

Business

30.0%

Finance

17.8%

Economics

6.5%

Accounting

5.5%

Communication

5.2%

Marketing

4.9%

Psychology

4.4%

Management

4.1%

Political Science

3.1%

Human Resources Management

2.3%

Sociology

2.2%

Liberal Arts

1.7%

Criminal Justice

1.7%

Law

1.7%

English

1.7%

Health Care Administration

1.5%

Public Relations

1.5%

Information Technology

1.5%

History

1.5%

Computer Science

1.4%
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Degrees

Bachelors

54.8%

Masters

17.9%

Other

16.0%

Associate

6.5%

Certificate

2.7%

Doctorate

1.4%

Diploma

0.6%

License

0.2%
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Job type you want
Full Time
Part Time
Internship
Temporary

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
Asociate, GBM Reputational Risk & Client Selection (Americas) HSBC Securities (USA) Inc. New York, NY Dec 23, 2016 $147,805
Associate, Client Advisory Group Man Investments USA Holdings Inc. New York, NY May 01, 2011 $89,000 -
$120,000
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 -
$80,000
Client Associate Jpmorgan Chase and Co. New York, NY Sep 10, 2011 $62,000 -
$86,000
Client Associate Goldman, Sachs & Co. Miami, FL Dec 15, 2009 $61,500 -
$63,000
Client Associate Coleman Research Group, Inc. New York, NY Jun 20, 2012 $58,531 -
$80,000
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 -
$60,000

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Top Skills for A Client Associate

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  1. Customer Service
  2. Compliance
  3. Financial Advisors
You can check out examples of real life uses of top skills on resumes here:
  • Acted as front-line customer service representative, handling customer requests in troubleshooting email, database, and website-related problems.
  • Assist in maintaining operational compliance with bank policies and regulatory requirements.
  • Planned and executed corporate lunches between mutual fund wholesalers and financial advisors.
  • Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
  • Performed account administration and maintenance to manage existing and establish new client relationships.

How Would You Rate Working As a Client Associate?

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Average Salary:

Top 10 Best States for Client Associates

  1. Minnesota
  2. New York
  3. Connecticut
  4. New Hampshire
  5. Alaska
  6. New Jersey
  7. Delaware
  8. Rhode Island
  9. Wisconsin
  10. Massachusetts
  • (513 jobs)
  • (1,119 jobs)
  • (265 jobs)
  • (156 jobs)
  • (53 jobs)
  • (1,020 jobs)
  • (123 jobs)
  • (68 jobs)
  • (381 jobs)
  • (574 jobs)

Top Client Associate Employers

Jobs From Top Client Associate Employers

Client Associate Videos

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