Do you need experience to be a customer service associate?

Yes, you need experience to be a customer service associate. In order to become a customer service associate, a person needs at least a high school diploma or equivalent and some experience in customer service.

How much do client service associates make?

Client service associates make around $50,000 to $60,000 in a year. This amount can vary depending on location and experience level, but typically the salary range for this position does not differ significantly.

What does a client service associate do at Morgan Stanley?

Client service associates at Morgan Stanley work with brokers and planners to ensure that all client-facing duties are fulfilled. This includes setting up new client accounts, processing paperwork, cashiering and handling securities, and filing.

How To Become A Client Service Associate: What It Is and Career Path

What is a client service associate and how to become one

Updated January 8, 2025

5 min read

A client service associate provides customer support to clients in industries such as finance, healthcare, and retail. They manage client relationships, answer inquiries, resolve complaints, and ensure satisfaction. A client service associate also handles data entry, record keeping, and scheduling. Success in this role requires communication skills, problem-solving abilities, and attention to detail. A client service associate maintains positive relationships with clients and contributes to the success of the business.

ScoreClient Service AssociateUS Average

Salary

3.7

Avg. Salary $46,874

Avg. Salary $59,228

Stability level

5.9

Growth rate -4%

Growth rate 0.3%

Diversity

9.6

Race

American Indian and Alaska Native 0.66%

Asian 7.14%

Black or African American 12.69%

Hispanic or Latino 19.91%

Unknown 5.66%

White 53.94%

Gender

female 66.59%

male 33.41%

Age - 39

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 39

Stress level

5.9

Stress level is manageable

7.1 - high

Complexity level

6.6

Complexity level is challenging

7 - challenging

Work life balance

6.5

Work life balance is good

6.4 - fair

What are the pros and cons of being a client service associate?

Pros

Chance to learn about investment products and financial markets
Potential for career advancement within the company
Competitive salary and benefits packages
Flexibility in work schedule and ability to work remotely
Job stability in a growing industry

Cons

High-pressure environment with tight deadlines and performance expectations
Potential for long hours, including weekends and holidays
Heavy reliance on technology and potential for technical difficulties or system failures
Potential for conflicts of interest when dealing with certain clients or investment products
Limited opportunities for creativity or innovation in day-to-day tasks

Key steps to become a client service associate

Explore client service associate education requirements

Most common client service associate degrees

Bachelor's

73.1 %

Associate

11.5 %

Master's

6.9 %

Start to develop specific client service associate skills

Skills	Percentages
Client Service	13.47%
Customer Service	11.68%
Client Relationships	4.88%
Exceptional Client	4.03%
Cash Management	3.35%

Complete relevant client service associate training and internships

Accountants spend an average of 6-12 months on post-employment, on-the-job training. New client service associates learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a client service associate based on U.S. Bureau of Labor Statistics data and data from real client service associate resumes.

Research client service associate duties and responsibilities

Interview, select and manage resources to ensure operations meet SLA standards, delivery schedules and budgetary constraints.
Manage: post cards about 30-50 per day to clients - manage daily medical billing for Medicare and Medicaid patients.
Manage daily client transactions and inquiries accurately within establish firm deadlines and FINRA regulations.
Manage various senior level logistics operations, develop and implement supply chain policies and procedures.

Prepare your client service associate resume

When your background is strong enough, you can start writing your client service associate resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a client service associate resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable client service associate resume templates

Build a professional client service associate resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your client service associate resume.