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Client associate vs associate customer service representative

The differences between client associates and associate customer service representatives can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-12 months to become both a client associate and an associate customer service representative. Additionally, a client associate has an average salary of $45,992, which is higher than the $35,215 average annual salary of an associate customer service representative.

The top three skills for a client associate include client service, wealth management and sales support. The most important skills for an associate customer service representative are patients, outbound calls, and customer inquiries.

Client associate vs associate customer service representative overview

Client AssociateAssociate Customer Service Representative
Yearly salary$45,992$35,215
Hourly rate$22.11$16.93
Growth rate-4%-4%
Number of jobs191,586199,751
Job satisfaction--
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 35%
Average age4040
Years of experience1212

What does a client associate do?

A client associate is an individual who builds a strong relationship with customers by providing support for their account needs and provides training if necessary. Client associates are required to communicate with their customers either on the phone, through email, or in person. They carry out administrative tasks for financial advisers, such as maintaining client account information and assisting with special projects. Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.

What does an associate customer service representative do?

An associate customer service representative is responsible for providing high customer service by assisting customers on their inquiries and concerns, as well as resolving and escalating high-level complaints to the supervisor or tenured customer service representative. Associate customer service representatives also process orders and payments from the customers, replacing defective items, and issuing refunds as needed. They must have excellent communication and organizational skills, especially on handling data processing procedures to the database for reference to customer concerns.

Client associate vs associate customer service representative salary

Client associates and associate customer service representatives have different pay scales, as shown below.

Client AssociateAssociate Customer Service Representative
Average salary$45,992$35,215
Salary rangeBetween $28,000 And $74,000Between $26,000 And $46,000
Highest paying CityNew York, NYWashington, DC
Highest paying stateNew YorkMassachusetts
Best paying companyArrowstreet CapitalDeutsche Bank
Best paying industryProfessionalFinance

Differences between client associate and associate customer service representative education

There are a few differences between a client associate and an associate customer service representative in terms of educational background:

Client AssociateAssociate Customer Service Representative
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 35%
Most common majorBusinessBusiness
Most common college--

Client associate vs associate customer service representative demographics

Here are the differences between client associates' and associate customer service representatives' demographics:

Client AssociateAssociate Customer Service Representative
Average age4040
Gender ratioMale, 38.0% Female, 62.0%Male, 35.1% Female, 64.9%
Race ratioBlack or African American, 12.7% Unknown, 5.6% Hispanic or Latino, 19.9% Asian, 7.1% White, 54.0% American Indian and Alaska Native, 0.7%Black or African American, 12.2% Unknown, 5.5% Hispanic or Latino, 21.0% Asian, 6.4% White, 54.2% American Indian and Alaska Native, 0.8%
LGBT Percentage7%7%

Differences between client associate and associate customer service representative duties and responsibilities

Client associate example responsibilities.

  • Manage business development of electronic trading services for cash equities.
  • Process payroll and payroll taxes, generate financial statements, compute taxes owe and file corporate tax returns
  • Enter client trade orders, respond to client inquiries, research questions, troubleshoot problems, and maintain accurate client records.
  • Coordinate the conversion of data base from mainframe to windows base application
  • Establish advanced CRM skills that can be used through any interactions with clients.
  • Greet high profile clients, and act a liason between them and their attorney.
  • Show more

Associate customer service representative example responsibilities.

  • Lead and train a group of 3+ CSRs at a time, are responsible for making change and maintaining the till.
  • Assist as a cashier handling money, checks, and credit card transactions on company's POS system.
  • Operate POS cash register, maintain thorough knowledge of store merchandise and responsible for cross selling JC Penney credit card.
  • Audit CSRs final work for errors in the data entry portion so that billing information to providers & veterans are accurate.
  • Mail updated information to patients and providers regarding benefit changes.
  • Perform computer record searches; verify merchandise warranty and relay information to internal leadership.
  • Show more

Client associate vs associate customer service representative skills

Common client associate skills
  • Client Service, 23%
  • Wealth Management, 13%
  • Sales Support, 12%
  • Investment Products, 6%
  • Customer Service, 4%
  • Branch Management, 4%
Common associate customer service representative skills
  • Patients, 16%
  • Outbound Calls, 14%
  • Customer Inquiries, 7%
  • Customer Complaints, 7%
  • Inbound Calls, 6%
  • Customer Service, 5%

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