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Client associate skills for your resume and career

Updated January 8, 2025

5 min read

Below we've compiled a list of the most critical client associate skills. We ranked the top skills for client associates based on the percentage of resumes they appeared on. For example, 22.5% of client associate resumes contained client service as a skill. Continue reading to find out what skills a client associate needs to be successful in the workplace.

15 client associate skills for your resume and career

1. Client Service

Here's how client associates use client service:

Worked heavily in team environments across multiple departments to promote a comprehensive client service experience.
Co-managed a thriving investment brokerage business alongside a top producer in Private Client Services.

2. Wealth Management

Wealth management is the act of good wealth planning for purposes of growth and sustenance.

Here's how client associates use wealth management:

Analyzed investment portfolios and partner with Wealth Management specialists to provide custom investment solutions for prospect and client discussions.
Develop and deliver task-specific training modules on online personal wealth management platform for critical clients.

3. Sales Support

Sales support refers to a variety of functions that help sales reps focus on selling and closing deals. Sales support performs a variety of tasks that result in faster sales cycles, lower costs, and higher revenue. Sales support tasks include interviewing and tracking sales leads, matching offers to sales packages, monitoring sales and sales team performance, collecting sales data, providing training and customer service, and managing customers.

Here's how client associates use sales support:

Provided dedicated administrative and sales support to multiple Financial Adviser's.
Provide administrative, operational, documentations and sales support.

4. Investment Products

Investment products refer to a collective name of all stocks, bonds, derivatives, options, and any other instrument of finance that people invest in with hopes of gaining profit.

Here's how client associates use investment products:

Conducted extensive market research that are necessary for time-sensitive information and ensure consistently update and delivery of news for investment products.
Set appointments with customers to capitalize on available investment products or loan prospects and evaluated relationships for cross-selling opportunities.

5. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how client associates use customer service:

Processed electronic transactions through face-to-face interactions with customers; provide excellent customer service by handling financial transactions accurately and efficiently.
Earned high praise and kudos for quickly assimilating complex product knowledge and consistently ensuring superior customer service and satisfaction.

6. Branch Management

Here's how client associates use branch management:

Serve as a liaison between branch management, compliance and various business units throughout the firm.
Liaised with branch management personnel on client's concern(s).

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7. PowerPoint

Here's how client associates use powerpoint:

Improved customer satisfaction by creating PowerPoint presentations containing position analysis and portfolio recommendations to brokers.
Participated in client presentations using PowerPoint.

8. Client Facing

Here's how client associates use client facing:

Performed various task and duties supporting several FA's in a client facing role.
Dedicated client facing role supporting Key National Accounts pharmacy benefit programs.

9. Marketing Campaigns

Here's how client associates use marketing campaigns:

Supported enterprise marketing campaigns, including internal brokerage and bank initiatives, to increase referrals and cross-selling opportunities.
Execute large marketing campaigns including organizing client events and customizing overall experience to the highest standard.

10. Research Reports

Research reports encompass different market and consumer studies. It may include public surveys, customer feedback and trend analyses, interviews, and competitor study.

Here's how client associates use research reports:

Opened new accounts and scheduled meetings, provided daily research reports, stock market quotes and mutual fund profiles.
Aided clients with questions and concerns involving dividend, interest checks, monthly statements, and research reports.

11. Securities

Here's how client associates use securities:

Provided daily inventory of securities, ensured compliance with regulations, prepared/processed trade corrections, and maintained necessary records for compliance.
Provided operational and administrative support to the Financial Advisory team, entered trades, and processed high-volume/complex orders and securities.

12. Telephone Calls

Telephone calls are a communication means through which a caller is connected to the called party. The call is done through a telecommunications device called a telephone. The caller can use a landline, mobile phone, or satellite phone to make the call.

Here's how client associates use telephone calls:

Answered non-emergent telephone calls for assistants; determine priority in accordance with established procedures.
Transacted accurately and thoroughly to incoming telephone calls on a wide range of investment-related topics, i.e.

13. Excellent Interpersonal

Here's how client associates use excellent interpersonal:

Provide excellent interpersonal and customer service skills with the ability to resolve conflicts and generate solutions quickly.
Demonstrated excellent interpersonal skills working with internal and external partners.

14. Client Accounts

Here's how client associates use client accounts:

Fostered client relationships by providing extensive investment services, performing financial analysis of client accounts and managing data.
Organized and expedited administrative projects related to client accounts which included opening accounts and enrollment in additional services.

15. FINRA

Here's how client associates use finra:

Reviewed and completed necessary reporting and compliance reports as required by FINRA and Corporate regulations.
Coordinated auditing events to meet FINRA regulations and requirements for all documentation and client accounting.

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List of client associate skills to add to your resume

The most important skills for a client associate resume and required skills for a client associate to have include:

Client Service
Wealth Management
Sales Support
Investment Products
Customer Service
Branch Management
PowerPoint
Client Facing
Marketing Campaigns
Research Reports
Securities
Telephone Calls
Excellent Interpersonal
Client Accounts
FINRA
Customer Inquiries

Exceptional Client
Fixed Income
CRM
Client Relations
Account Maintenance
Equities
Account Opening
Excellent Client
Excellent Organizational
Client Satisfaction
Administrative Tasks
Business Development
Client Retention
Operational Support
Commercial Banking
Client Inquiries

Financial Products
Client Correspondence
Client Issues
Brokerage Accounts
Operational Issues
External Clients
Scheduling Appointments
Wire Transfers
Due Diligence
Problem Resolution
Mutual Funds
KYC
Market Research
Client Presentations

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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