Client associate vs customer service associate

The differences between client associates and customer service 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 service associate. Additionally, a client associate has an average salary of $45,992, which is higher than the $31,709 average annual salary of a customer service associate.

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

Client associate vs customer service associate overview

	Client Associate	Customer Service Associate
Yearly salary	$45,992	$31,709
Hourly rate	$22.11	$15.24
Growth rate	-4%	-4%
Number of jobs	191,586	380,943
Job satisfaction	-	5
Most common degree	Bachelor's Degree, 74%	Bachelor's Degree, 35%
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 service associate do?

Customer service associates are representatives of the company who are responsible for solving customer concerns. They provide exceptional service to clients to ensure that their problems are solved and that the relationship between the client and the company remains strong. Customer service associates are in-charge of processing transactions, maintaining a good working relationship between the client and the company, ensuring that the client remains loyal to the company, and working on the requests of the client. Through all of this, customer service associates must keep any information they may encounter confidential. They should also have time management skills, problem-solving skills, and customer service skills.

Client associate vs customer service associate salary

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

	Client Associate	Customer Service Associate
Average salary	$45,992	$31,709
Salary range	Between $28,000 And $74,000	Between $24,000 And $40,000
Highest paying City	New York, NY	Richmond, CA
Highest paying state	New York	California
Best paying company	Arrowstreet Capital	Fidelity Investments
Best paying industry	Professional	Finance

Differences between client associate and customer service associate education

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

	Client Associate	Customer Service Associate
Most common degree	Bachelor's Degree, 74%	Bachelor's Degree, 35%
Most common major	Business	Business
Most common college	-	-

Client associate vs customer service associate demographics

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

	Client Associate	Customer Service Associate
Average age	40	40
Gender ratio	Male, 38.0% Female, 62.0%	Male, 38.4% Female, 61.6%
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, 11.8% Unknown, 5.4% Hispanic or Latino, 19.5% Asian, 6.6% White, 55.9% American Indian and Alaska Native, 0.7%
LGBT Percentage	7%	7%

Differences between client associate and customer service 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 service associate example responsibilities.

Manage and calculate daily cash deposits and prepare daily payroll ledgers.
Manage cash balances and inventory stock accurately; ensure cleanliness of all work stations and guarantee excellent customer service.
Use excellent phone and customer service etiquette while navigating through multiple windows simultaneously.
Provide excellent customer service to hundreds of satisfy customers, bag groceries with speed and efficiency
Perform upselling on every call.
Train in flight emergencies, hazardous materials and CPR.

Client associate vs customer service 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 service associate skills

Patients, 41%
Sales Floor, 12%
Plumbing, 10%
Quality Customer Service, 6%
Front End, 3%
CSA, 3%

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

Updated January 8, 2025

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