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Client associate vs client relations specialist

The differences between client associates and client relations specialists 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 relations specialist. Additionally, a client associate has an average salary of $45,992, which is higher than the $39,902 average annual salary of a client relations specialist.

The top three skills for a client associate include client service, wealth management and sales support. The most important skills for a client relations specialist are client relations, customer service, and data entry.

Client associate vs client relations specialist overview

Client AssociateClient Relations Specialist
Yearly salary$45,992$39,902
Hourly rate$22.11$19.18
Growth rate-4%-4%
Number of jobs191,586200,766
Job satisfaction--
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 64%
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 a client relations specialist do?

A client relations specialist is primarily in charge of building positive relationships with clients by providing optimal services. Although the extent of their responsibilities depends on their company of employment, it typically includes handling customer calls and correspondence, offering products or services, discussing promotions or product specifications, answering inquiries, arranging appointments, resolving issues and concerns, and processing payments or refunds. Moreover, a client relations specialist conducts market research and analysis to identify the current trends and practices, aiming for client satisfaction.

Client associate vs client relations specialist salary

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

Client AssociateClient Relations Specialist
Average salary$45,992$39,902
Salary rangeBetween $28,000 And $74,000Between $27,000 And $58,000
Highest paying CityNew York, NYWashington, DC
Highest paying stateNew YorkNew Jersey
Best paying companyArrowstreet CapitalMcKinsey & Company Inc
Best paying industryProfessionalReal Estate

Differences between client associate and client relations specialist education

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

Client AssociateClient Relations Specialist
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common college--

Client associate vs client relations specialist demographics

Here are the differences between client associates' and client relations specialists' demographics:

Client AssociateClient Relations Specialist
Average age4040
Gender ratioMale, 38.0% Female, 62.0%Male, 30.3% Female, 69.7%
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, 11.5% Unknown, 5.3% Hispanic or Latino, 20.3% Asian, 6.5% White, 55.7% American Indian and Alaska Native, 0.7%
LGBT Percentage7%7%

Differences between client associate and client relations specialist 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

Client relations specialist example responsibilities.

  • Manage calendars; compile account records; create PowerPoint presentations for vendors, customers and investors.
  • Transition reporting and document storage process to an online SharePoint workspace for increase efficiency.
  • Participate in training of new representatives by composing training manuals and PowerPoint presentations.
  • Perform collection follow-up duties on specific financial classifications such as commercial insurance, Medicare and Medicaid claims.
  • Educate clients regarding proper distributions according to IRS regulations.

Client associate vs client relations specialist 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 relations specialist skills
  • Client Relations, 24%
  • Customer Service, 8%
  • Data Entry, 7%
  • Client Facing, 6%
  • Inbound Calls, 4%
  • Client Support, 4%

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