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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

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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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
Entrepreneur
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
Owner/Operator
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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Average Length of Employment
Client Associate 3.0 years
Client Liaison 2.7 years
Client Specialist 2.3 years
Client Coordinator 2.2 years
Client Advisor 2.2 years
Top Employers Before
Internship 12.1%
Associate 3.0%
Teller 2.8%
Analyst 2.4%
Top Employers After
Associate 5.6%
Internship 4.4%
Consultant 3.8%
Analyst 3.2%

Client Associate Demographics

Gender

Female

60.9%

Male

36.7%

Unknown

2.4%
Ethnicity

White

76.6%

Hispanic or Latino

11.8%

Asian

9.0%

Unknown

2.0%

Black or African American

0.7%
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Languages Spoken

Spanish

51.5%

French

13.6%

Portuguese

5.5%

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%

Ukrainian

0.4%

Welsh

0.4%

Armenian

0.4%

Bengali

0.4%

Kashmiri

0.4%
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Client Associate Education

Schools

University of Phoenix

12.7%

Villanova University

8.9%

Temple University

7.3%

Fordham University

7.3%

University of Houston

5.8%

Boston College

4.6%

Northeastern University

4.6%

Wake Forest University

4.2%

Arizona State University

4.2%

Pennsylvania State University

3.9%

University of Iowa

3.9%

West Chester University of Pennsylvania

3.9%

Drexel University

3.9%

University of Arizona

3.9%

Syracuse University

3.5%

New York University

3.5%

Cornell University

3.5%

Columbia University

3.5%

Southern New Hampshire University

3.5%

Saint Joseph's University

3.5%
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Majors

Business

29.9%

Finance

17.6%

Economics

6.4%

Communication

5.4%

Accounting

5.1%

Marketing

4.9%

Psychology

4.4%

Management

4.2%

Political Science

3.2%

Human Resources Management

2.3%

Sociology

2.3%

Criminal Justice

1.8%

Liberal Arts

1.7%

Law

1.7%

English

1.7%

Health Care Administration

1.6%

History

1.5%

Public Relations

1.5%

Information Technology

1.5%

Computer Science

1.4%
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Degrees

Bachelors

55.1%

Masters

18.0%

Other

15.8%

Associate

6.5%

Certificate

2.6%

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

CustomerServiceComplianceFinancialAdvisorsClientRelationsClientServiceNewAccountsHighNETClientAccountsNewClientsVanguardWealthManagementClientInquiriesAccountMaintenanceAssetAllocationModelsClientMeetingsAccountInformationPhoneCallsClientInformationXeroxWireTransfers

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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

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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)

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