Client associate vs client liaison

The differences between client associates and client liaisons 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 a client liaison. Additionally, a client associate has an average salary of $45,992, which is higher than the $40,516 average annual salary of a client liaison.

The top three skills for a client associate include client service, wealth management and sales support. The most important skills for a client liaison are patients, HR, and client relations.

Client associate vs client liaison overview

	Client Associate	Client Liaison
Yearly salary	$45,992	$40,516
Hourly rate	$22.11	$19.48
Growth rate	-4%	-4%
Number of jobs	191,586	167,287
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 74%	Bachelor's Degree, 63%
Average age	40	40
Years of experience	12	12

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 a client liaison do?

Client Liaisons support client service representatives in matters related to clients. They plan and make a schedule for the monthly meetings with their clients. It is their job to monitor client satisfaction through follow-up to solve client problems and issues. They take measures for research and the resolution of client-raised issues. Their job includes coordinating with proper corporate staff to provide accurate and timely answers for clients.

Client associate vs client liaison salary

Client associates and client liaisons have different pay scales, as shown below.

	Client Associate	Client Liaison
Average salary	$45,992	$40,516
Salary range	Between $28,000 And $74,000	Between $23,000 And $68,000
Highest paying City	New York, NY	Washington, DC
Highest paying state	New York	Massachusetts
Best paying company	Arrowstreet Capital	JPMorgan Chase & Co.
Best paying industry	Professional	Finance

Differences between client associate and client liaison education

There are a few differences between a client associate and a client liaison in terms of educational background:

	Client Associate	Client Liaison
Most common degree	Bachelor's Degree, 74%	Bachelor's Degree, 63%
Most common major	Business	Business
Most common college	-	-

Client associate vs client liaison demographics

Here are the differences between client associates' and client liaisons' demographics:

	Client Associate	Client Liaison
Average age	40	40
Gender ratio	Male, 38.0% Female, 62.0%	Male, 33.2% Female, 66.8%
Race ratio	Black 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, 11.7% Unknown, 5.3% Hispanic or Latino, 20.1% Asian, 7.1% White, 55.1% American Indian and Alaska Native, 0.7%
LGBT Percentage	7%	7%

Differences between client associate and client liaison 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.

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Client liaison example responsibilities.

Identify project priorities and work with senior account managers/team leads to identify most critical projects and communicate them with account coordinators.
Design multiple PowerPoint presentations for new clients.
Utilize database programs to troubleshoot errors, recall information, and test software.
Apply appropriate technical knowledge to troubleshoot customer repair issues for high speed internet, video, and phone services.
Design and execute PowerPoint presentations request by marketing manager.
Deliver and refine strategic marketing messages, allowing physician intervention and treatment of at-risk patients.

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Client associate vs client liaison skills

Common client associate skills

Client Service, 23%
Wealth Management, 13%
Sales Support, 12%
Investment Products, 6%
Customer Service, 4%
Branch Management, 4%

Common client liaison skills

Patients, 22%
HR, 7%
Client Relations, 7%
Financial Statements, 6%
Client Service, 5%
Scheduling Appointments, 4%

Client Associate vs. similar jobs

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Updated January 8, 2025

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