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.

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.

Learn more about what a Client Associate does

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.

Learn More About How To Become a Client Associate

Client Associate Career Paths

Average Salary for a Client Associate

Client Associates in America make an average salary of $45,992 per year or $22 per hour. The top 10 percent makes over $74,000 per year, while the bottom 10 percent under $28,000 per year.
Average Client Associate Salary
$45,992 Yearly
$22.11 hourly
$28,000
10 %
$45,000
Median
$74,000
90 %

What Am I Worth?

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Client Associate Education

Client Associate Majors

31.6 %
16.0 %

Client Associate Degrees

Bachelors

73.7 %

Associate

11.2 %

Masters

7.0 %

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%

Choose From 10+ Customizable Client Associate Resume templates

Zippia allows you to choose from different easy-to-use Client Associate templates, and provides you with expert advice. Using the templates, you can rest assured that the structure and format of your Client Associate resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

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Client Associate Demographics

Client Associate Gender Distribution

Female
Female
62%
Male
Male
38%

After extensive research and analysis, Zippia's data science team found that:

  • Among client associates, 62.0% of them are women, while 38.0% are men.

  • The most common race/ethnicity among client associates is White, which makes up 58.8% of all client associates.

  • The most common foreign language among client associates is Spanish at 50.3%.

Online Courses For Client Associate That You May Like

Advertising Disclosure  The courses listed below are affiliate links. This means if you click on the link and purchase the course, we may receive a commission.
Financial Accounting-Adjusting Entries & Financial Statement
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Learn the Basics of Financial Accounting: Financial Statements, Debits and Credits, The Accounting Cycle and More!...

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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 York, New Jersey, Massachusetts, and Connecticut. Client associates make the most in New York with an average salary of $77,752. Whereas in New Jersey and Massachusetts, they would average $77,472 and $72,499, respectively. While client associates would only make an average of $68,820 in Connecticut, 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. New Jersey

Total Client Associate Jobs:
2,255
Highest 10% Earn:
$130,000
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

2. Connecticut

Total Client Associate Jobs:
1,159
Highest 10% Earn:
$114,000
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

3. Massachusetts

Total Client Associate Jobs:
2,785
Highest 10% Earn:
$120,000
Location Quotient:
1.07 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

Most Common Employers For Client Associate

Rank  Company  Average Salary  Hourly Rate  Job Openings  
1Ernst & Young$104,547$50.2626
2BlackRock$88,720$42.6519
3Morgan Stanley$65,960$31.7165
4FactSet$61,902$29.7625
5UBS$61,864$29.7458
6Merrill Lynch$60,978$29.321,249
7JPMorgan Chase & Co.$59,936$28.82262
8J.P. Morgan$56,930$27.3734
9Royal Bank of Canada$53,901$25.9122
10Bernstein Private Wealth Management$53,715$25.8246

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