Client associate vs client service specialist

The differences between client associates and client service 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 service specialist. Additionally, a client associate has an average salary of $45,992, which is higher than the $40,043 average annual salary of a client service specialist.

The top three skills for a client associate include client service, wealth management and sales support. The most important skills for a client service specialist are client service, excellent interpersonal, and client facing.

Client associate vs client service specialist overview

	Client Associate	Client Service Specialist
Yearly salary	$45,992	$40,043
Hourly rate	$22.11	$19.25
Growth rate	-4%	-4%
Number of jobs	191,586	225,591
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 74%	Bachelor's Degree, 61%
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 service specialist do?

A client service specialist is an individual who fulfills tasks that are related to delivering a product or service to clients. Client service specialists are required to assist project managers in establishing parameters and requirements of a project or work with a particular client. They help in the development of training manuals and materials that are needed by the client to use the newly developed product. Client service specialists must also set up and create archives for client records.

Client associate vs client service specialist salary

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

	Client Associate	Client Service Specialist
Average salary	$45,992	$40,043
Salary range	Between $28,000 And $74,000	Between $26,000 And $61,000
Highest paying City	New York, NY	New York, NY
Highest paying state	New York	New York
Best paying company	Arrowstreet Capital	Moody's
Best paying industry	Professional	Finance

Differences between client associate and client service specialist education

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

	Client Associate	Client Service Specialist
Most common degree	Bachelor's Degree, 74%	Bachelor's Degree, 61%
Most common major	Business	Business
Most common college	-	-

Client associate vs client service specialist demographics

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

	Client Associate	Client Service Specialist
Average age	40	40
Gender ratio	Male, 38.0% Female, 62.0%	Male, 29.5% Female, 70.5%
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, 11.2% Unknown, 5.5% Hispanic or Latino, 19.9% Asian, 7.0% White, 55.6% American Indian and Alaska Native, 0.7%
LGBT Percentage	7%	7%

Differences between client associate and client service 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.

Client service specialist example responsibilities.

Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
Demonstrate compassion and encouragement during tough moments.
Prepare and present PowerPoint presentations for training meetings.
Create a PowerPoint presentation implement into the official training program.
Transition reporting and document storage process to an online SharePoint workspace for increase efficiency.
Examine injure persons and administer first aid or cardiopulmonary resuscitation, if necessary, using training and medical supplies and equipment.

Client associate vs client service 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 service specialist skills

Client Service, 16%
Excellent Interpersonal, 7%
Client Facing, 6%
Client Issues, 5%
Data Entry, 5%
Work Ethic, 4%

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Office and Administrative Industry
Client Associate
Client Associate vs Client Service Specialist

Updated January 8, 2025

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