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Client associate vs sales associate and customer service

The differences between client associates and sales associate and customer services 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 sales associate and customer service. Additionally, a client associate has an average salary of $45,992, which is higher than the $28,654 average annual salary of a sales associate and customer service.

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

Client associate vs sales associate and customer service overview

Client AssociateSales Associate And Customer Service
Yearly salary$45,992$28,654
Hourly rate$22.11$13.78
Growth rate-4%-4%
Number of jobs191,586298,588
Job satisfaction--
Most common degreeBachelor's Degree, 74%High School Diploma, 34%
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 sales associate and customer service do?

Sales and customer service associates are employees who are responsible for closing out sales deals and attending to customer needs. They are in charge of selling company goods and services to potential clients, often citing the common needs of prospective clients to ensure sales. They also handle customer inquiries and complaints and try their best to mitigate any problems that would arise. They are expected to be experts on company products to ensure that they can provide the best service to customers. Sales and customer service associates should have strong interpersonal skills, customer service skills, and communication skills.

Client associate vs sales associate and customer service salary

Client associates and sales associate and customer services have different pay scales, as shown below.

Client AssociateSales Associate And Customer Service
Average salary$45,992$28,654
Salary rangeBetween $28,000 And $74,000Between $21,000 And $38,000
Highest paying CityNew York, NYBellevue, WA
Highest paying stateNew YorkConnecticut
Best paying companyArrowstreet CapitalGEICO
Best paying industryProfessionalManufacturing

Differences between client associate and sales associate and customer service education

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

Client AssociateSales Associate And Customer Service
Most common degreeBachelor's Degree, 74%High School Diploma, 34%
Most common majorBusinessBusiness
Most common college--

Client associate vs sales associate and customer service demographics

Here are the differences between client associates' and sales associate and customer services' demographics:

Client AssociateSales Associate And Customer Service
Average age4040
Gender ratioMale, 38.0% Female, 62.0%Male, 39.8% Female, 60.2%
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, 10.9% Unknown, 5.4% Hispanic or Latino, 22.0% Asian, 6.4% White, 54.5% American Indian and Alaska Native, 0.7%
LGBT Percentage7%7%

Differences between client associate and sales associate and customer service 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

Sales associate and customer service example responsibilities.

  • Manage call center productivity levels by maintaining CSR schedule adherence.
  • Manage cash balances and inventory stock accurately; ensure cleanliness of all work stations and guarantee excellent customer service.
  • Investigate, analyze, and troubleshoot any issues with a particular delivery.
  • Elicit and record customer information and inquiries via customer relationship management (CRM) software.
  • Move to the CSR position selling and leasing name brand products at a guarantee low price.
  • Provide technical support, and troubleshoot online-base ordering system.
  • Show more

Client associate vs sales associate and customer service skills

Common client associate skills
  • Client Service, 23%
  • Wealth Management, 13%
  • Sales Support, 12%
  • Investment Products, 6%
  • Customer Service, 4%
  • Branch Management, 4%
Common sales associate and customer service skills
  • Customer Service, 21%
  • Plumbing, 20%
  • Sales Associates, 19%
  • Phone Calls, 11%
  • Booking, 9%
  • Math, 8%

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