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.
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.
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.