Client Associate Careers

A Client Associate, also known as a CSA, is meant to receive, respond, and document all inquiries and messages sent by clients through email, phone, or other means.

The versatile position includes many different tasks and everyday responsibilities. For example, a CSA may be asked to cooperate further with new customers, proofread and fact-check existing documentation, send out newsletters, work on marketing and advertising, report to higher management, perform financial tasks, and so on.

A potential candidate for this position does not generally need to have any particular diploma. Still, many employers prefer individuals who have earned an Associate's or a Bachelor's degree. Excellent sales, communication, and teamwork skills are important expertise that an individual hoping to begin working in this industry should have.

There is more than meets the eye when it comes to being a client associate. For example, did you know that they make an average of $23.4 an hour? That's $48,666 a year!

Between 2018 and 2028, the career is expected to grow -2% and produce -51,600 job opportunities across the U.S.

What Does a Client Associate Do

There are certain skills that many client associates have in order to accomplish their responsibilities. By taking a look through resumes, we were able to narrow down the most common skills for a person in this position. We discovered that a lot of resumes listed communication skills, computer skills and customer-service skills.

When it comes to the most important skills required to be a client associate, we found that a lot of resumes listed 22.5% of client associates included client service, while 11.5% of resumes included wealth management, and 10.0% of resumes included sales support. Hard skills like these are helpful to have when it comes to performing essential job responsibilities.

When it comes to searching for a job, many search for a key term or phrase. Instead, it might be more helpful to search by industry, as you might be missing jobs that you never thought about in industries that you didn't even think offered positions related to the client associate job title. But what industry to start with? Most client associates actually find jobs in the finance and professional industries.

How To Become a Client Associate

If you're interested in becoming a client associate, one of the first things to consider is how much education you need. We've determined that 73.7% of client associates have a bachelor's degree. In terms of higher education levels, we found that 7.0% of client associates have master's degrees. Even though most client associates have a college degree, it's possible to become one with only a high school degree or GED.

Choosing the right major is always an important step when researching how to become a client associate. When we researched the most common majors for a client associate, we found that they most commonly earn bachelor's degree degrees or associate degree degrees. Other degrees that we often see on client associate resumes include master's degree degrees or high school diploma degrees.

You may find that experience in other jobs will help you become a client associate. In fact, many client associate jobs require experience in a role such as internship. Meanwhile, many client associates also have previous career experience in roles such as administrative assistant or customer service representative.

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Average Salary
$48,666
Average Salary
Job Growth Rate
-2%
Job Growth Rate
Job Openings
152,719
Job Openings

Client Associate Career Paths

Top Careers Before Client Associate

Top Careers After Client Associate

Client Associate Jobs You Might Like

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Tell us your goals and we'll match you with the rights job to get there.

Average Salary for a Client Associate

Client Associates in America make an average salary of $48,666 per year or $23 per hour. The top 10 percent makes over $84,000 per year, while the bottom 10 percent under $28,000 per year.
Average Salary
$48,666
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Best Paying Cities For Client Associates

City
ascdesc
Average Salarydesc
Greenwich, CT
Salary Range43k - 81k$60k$59,837
Brentwood, NY
Salary Range43k - 80k$60k$59,508
San Francisco, CA
Salary Range42k - 72k$55k$55,341
Washington, DC
Salary Range39k - 71k$53k$53,412
Wilmington, DE
Salary Range36k - 66k$49k$48,793
Eugene, OR
Salary Range36k - 58k$46k$46,036
Madison, WI
Salary Range34k - 56k$44k$44,327
Boston, MA
Salary Range33k - 58k$44k$44,235
Coral Gables, FL
Salary Range32k - 58k$44k$43,617
Atlanta, GA
Salary Range32k - 57k$43k$43,476
Bellevue, WA
Salary Range35k - 53k$43k$43,260
Charlotte, NC
Salary Range32k - 55k$42k$42,299
Rochester, NH
Salary Range32k - 52k$41k$41,313
Des Moines, IA
Salary Range31k - 48k$39k$39,029
Saint Paul, MN
Salary Range30k - 46k$38k$37,999
Chicago, IL
Salary Range29k - 48k$38k$37,595
Houston, TX
Salary Range27k - 51k$37k$37,176
Cincinnati, OH
Salary Range27k - 48k$37k$36,629
Centennial, CO
Salary Range27k - 45k$36k$35,667
Phoenix, AZ
Salary Range25k - 46k$35k$34,575
$25k
$81k

Recently Added Salaries

Job TitleCompanyascdescCompanyascdescStart DateascdescSalaryascdesc
Registered Client Associate-Private Client Group
Registered Client Associate-Private Client Group
Wells Fargo
Wells Fargo
08/05/2021
08/05/2021
$35,20008/05/2021
$35,200
Client Associate
Client Associate
Robert Half
Robert Half
08/05/2021
08/05/2021
$52,17508/05/2021
$52,175
Registered Client Associate-Private Client Group
Registered Client Associate-Private Client Group
Wells Fargo
Wells Fargo
08/04/2021
08/04/2021
$35,20008/04/2021
$35,200
Registered Client Associate-Private Client Group
Registered Client Associate-Private Client Group
Wells Fargo
Wells Fargo
08/04/2021
08/04/2021
$39,10008/04/2021
$39,100
Registered Client Associate-Private Client Group
Registered Client Associate-Private Client Group
Wells Fargo
Wells Fargo
08/04/2021
08/04/2021
$35,20008/04/2021
$35,200
See More Recent Salaries

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Client Associate Resumes

Designing and figuring out what to include on your resume can be tough, not to mention time-consuming. That's why we put together a guide that is designed to help you craft the perfect resume for becoming a Client Associate. If you're needing extra inspiration, take a look through our selection of templates that are specific to your job.

Learn How To Write a Client Associate Resume

At Zippia, we went through countless Client Associate resumes and compiled some information about how to optimize them. Here are some suggestions based on what we found, divided by the individual sections of the resume itself.

View Client Associate Resume Examples And Templates

Client Associate Demographics

Gender

female

57.8 %

male

36.7 %

unknown

5.5 %

Ethnicity

White

59.3 %

Hispanic or Latino

17.9 %

Black or African American

12.1 %

Foreign Languages Spoken

Spanish

50.3 %

French

11.8 %

Portuguese

5.2 %
Show More Client Associate Demographics

Client Associate Education

Majors

Business
31.6 %
Finance
16.0 %

Degrees

Bachelors

73.7 %

Associate

11.2 %

Masters

7.0 %
Show More Client Associate Education Requirements

Online Courses For Client Associate That You May Like

Accounting, Bookkeeping, & Financial Statements: Zero to Pro
udemy
4.4
(2,774)

3 courses in 1 - Basic Bookkeeping to Advanced Financial Accounting and Financial Statements Preparation in just 8 hours...

Financial Accounting: The Complete Introductory Crash Course
udemy
4.6
(829)

Learn the Basics of Financial Accounting: Financial Statements, Debits and Credits, The Accounting Cycle and More!...

Accounting & Financial Statement Analysis: Complete Training
udemy
4.6
(9,083)

Accounting & Financial Ratio Analysis made easy. Learn important accounting skills that will get your foot in the door!...

See more
Job type you want
Full Time
Part Time
Internship
Temporary

Top Skills For a Client Associate

The skills section on your resume can be almost as important as the experience section, so you want it to be an accurate portrayal of what you can do. Luckily, we've found all of the skills you'll need so even if you don't have these skills yet, you know what you need to work on. Out of all the resumes we looked through, 22.5% of client associates listed client service on their resume, but soft skills such as communication skills and computer skills are important as well.

  • Client Service, 22.5%
  • Wealth Management, 11.5%
  • Sales Support, 10.0%
  • Financial Advisor, 8.8%
  • Investment Products, 4.9%
  • Other Skills, 42.3%
  • See All Client Associate Skills

Best States For a Client Associate

Some places are better than others when it comes to starting a career as a client associate. The best states for people in this position are New Jersey, New York, Connecticut, and Maryland. Client associates make the most in New Jersey with an average salary of $58,847. Whereas in New York and Connecticut, they would average $58,555 and $58,222, respectively. While client associates would only make an average of $52,110 in Maryland, you would still make more there than in the rest of the country. We determined these as the best states based on job availability and pay. By finding the median salary, cost of living, and using the Bureau of Labor Statistics' Location Quotient, we narrowed down our list of states to these four.

1. Connecticut

Total Client Associate Jobs:
1,159
Highest 10% Earn:
$102,000
Location Quotient:
1.24
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here

2. New Jersey

Total Client Associate Jobs:
2,255
Highest 10% Earn:
$103,000
Location Quotient:
1
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here

3. Delaware

Total Client Associate Jobs:
418
Highest 10% Earn:
$84,000
Location Quotient:
1.18
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here
Full List Of Best States For Client Associates

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Top Client Associate Employers

1. Wells Fargo
4.7
Avg. Salary: 
$38,825
Client Associates Hired: 
682+
2. The Vanguard Group
4.9
Avg. Salary: 
$93,103
Client Associates Hired: 
413+
3. JPMorgan Chase & Co.
4.9
Avg. Salary: 
$78,812
Client Associates Hired: 
243+
4. Xerox
4.7
Avg. Salary: 
$93,061
Client Associates Hired: 
150+
5. Bank of America
4.8
Avg. Salary: 
$38,927
Client Associates Hired: 
138+
6. Randstad North America
4.3
Avg. Salary: 
$37,485
Client Associates Hired: 
75+

Client Associate Videos

Updated August 18, 2021