Client associate vs customer care associate

The differences between client associates and customer care associates 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 customer care associate. Additionally, a client associate has an average salary of $45,992, which is higher than the $33,115 average annual salary of a customer care associate.

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

Client associate vs customer care associate overview

	Client Associate	Customer Care Associate
Yearly salary	$45,992	$33,115
Hourly rate	$22.11	$15.92
Growth rate	-4%	-4%
Number of jobs	191,586	250,296
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 74%	Bachelor's Degree, 39%
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 customer care associate do?

A customer care associate's role focuses on providing customer support and service, ensuring optimal services and client satisfaction. Their responsibilities typically revolve around assisting walk-in customers by answering inquiries, offering recommendations or alternatives, and informing them of any promos or discounts. It is essential to devise strategies to identify customer needs, providing them as needed. Furthermore, a customer care associate may answer inquiries made through calls or correspondence, make reservations, handle complaints or concerns, and resolve them according to the company's policies and regulations.

Client associate vs customer care associate salary

Client associates and customer care associates have different pay scales, as shown below.

	Client Associate	Customer Care Associate
Average salary	$45,992	$33,115
Salary range	Between $28,000 And $74,000	Between $24,000 And $43,000
Highest paying City	New York, NY	San Diego, CA
Highest paying state	New York	California
Best paying company	Arrowstreet Capital	Centennial Bank
Best paying industry	Professional	Insurance

Differences between client associate and customer care associate education

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

	Client Associate	Customer Care Associate
Most common degree	Bachelor's Degree, 74%	Bachelor's Degree, 39%
Most common major	Business	Business
Most common college	-	-

Client associate vs customer care associate demographics

Here are the differences between client associates' and customer care associates' demographics:

	Client Associate	Customer Care Associate
Average age	40	40
Gender ratio	Male, 38.0% Female, 62.0%	Male, 30.1% Female, 69.9%
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, 12.4% Unknown, 5.3% Hispanic or Latino, 18.7% Asian, 6.7% White, 56.2% American Indian and Alaska Native, 0.7%
LGBT Percentage	7%	7%

Differences between client associate and customer care associate 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.

Customer care associate example responsibilities.

Continue to manage a high volume of customer calls relate to HMO, PPO and POS concerns.
Verify HIPAA member information, update members account, expedite payments, explain health and dental plan benefits options.
Answer inbound calls assisting customers with billing questions, troubleshoot for customers, and assist customers with service plans and upgrading packages
Receive inbound provider calls at a call center regarding patients medical insurance benefits and eligibility, edit and process Medicare claims.
Provide superior customer service to inbound calls from DirecTV customers regarding their schedule service/install appointment.

Client associate vs customer care associate skills

Common client associate skills

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

Common customer care associate skills

Customer Care, 21%
Patients, 16%
Customer Service, 7%
Telephone Inquiries, 6%
Customer Support, 5%
Home Health, 3%

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Office and Administrative Industry
Client Associate
Client Associate vs Customer Care Associate

Updated January 8, 2025

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