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Become A Client Service Associate

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Working As A Client Service Associate

  • Getting Information
  • Interacting With Computers
  • Communicating with Persons Outside Organization
  • Communicating with Supervisors, Peers, or Subordinates
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $58,916

    Average Salary

What Does A Client Service Associate Do At UBS Financial Services

* Educate clients on account services and capabilities
* Input data in to financial planning tools
* Assist with the preparation of reports and other materials for client meetings
* Ensure appropriate documentation is collated for new accounts and service requests
* Key Deliverables:
* Leverage communications channels to enhance relationships with clients
* Maintain management systems with up to date client information
* Organize logistics for team marketing events and maintain marketing materials
* Provide team with calendar detailing daily, weekly and monthly activities
* Identify service opportunities for clients
* Rank
* What we offer:
* Together.
* That’s how we do things.
* We offer people around the world a supportive, challenging and diverse working environment.
* We value your passion and commitment, and reward your performance.
* Take the next step:
* Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients.
* Challenging others and being challenged in return.
* Being passionate about what you do.
* Driving yourself forward, always wanting to do things the right way.
* Does that sound like you? Then you have the right stuff to join us.
* Apply now.
* Disclaimer / Policy Statements:
* UBS is an Equal Opportunity Employer.
* We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
* Your team:
* You’ll be working in the Florida Gulf Coast Market.
* We are a collaborative management team supporting our Financial Advisors as they deliver world class Wealth Management services to our clients.
* Together we run a Market focused on mitigating risk, managing the business and supporting our associates and our community

What Does A Client Service Associate Do At Robert Half

* Working with clients to ensure proper account opening procedures and documentation
* Make proactive outbound sales calls to new prospects and communicate with high-net worth investors who have responded to the firm's marketing and advertising efforts.
* Exceptional phone sales skills a must.
* Exceptional knowledge on investing in the equity markets a plus, and the job candidate must be comfortable of discussing investment strategies to a wide range of prospects from highly sophisticated to novice investors.
* Facilitate the asset acquisition process with experience in high net-worth investors

What Does A Client Service Associate Do At Old National Bank

* Maintain knowledge of and adheres to all applicable laws and regulations and policies and procedures.
* Respond to incoming calls from both internal and external customers ensuring excellent customer service.
* Identify customer needs and offer new opportunities to customers by cross-selling or referring to appropriate business line to deepen customer relationships.
* Explain, promote and enroll customers in self-service products including Touchtone Banking, Debit Cards, Online Banking, Bill Payment and Mobile Banking.
* Provide troubleshooting support for all products including password and security question resets.
* Research, analyze and resolve customer issues; determine appropriate resolution; manage difficult customer situations and follow up on resolutions to ensure customer satisfaction.
* Assist banking center staff and customers in resolving issues with ATM/Debit card and Online Banking usage to ensure customer satisfaction

What Does A Client Service Associate Do At Citi

* Gather and process new account and KYC documentation as well as maintain existing client information.
* Works with KYC/AML Team to assist with the creation and maintenance of the Client Risk Framework using information provided by Senior RM/FA from client visits.
* Prepare client correspondence for RMs/FAs, following Firm guidelines.
* Communicate regularly with clients and provide full customer service, both proactively and on demand.
* Full responsibility over IPB unit communications and channels.
* Respond to client inquiries and resolve various problems.
* Initiate account investigations as needed.
* Ensure compliance with all legal and regulatory requirements.
* Alerts and Compliance information requests

What Does A Client Service Associate Do At Milliman

* Gain and develop thorough understanding of applicable IRS regulations as they apply to nonqualified deferred compensation plans, SERP, 457(f) and 401(k) Restoration Plans.
* Gain thorough understanding and maintain current knowledge of applicable 409A regulations.
* Gain and develop skills necessary to interpret the plan document and regulations applicable to administering nonqualified retirement plans.
* Gain and develop proficiency in industry software applications, databases and spreadsheets.
* Data input and processing of plan transactions.
* Daily reconciliation of Plan Accounting to Trust Assets
* Gain and develop full understanding of clients and their plans.
* Develop in-depth understanding of each client’s sensitivities, plan design and needs and objectives with respect to their benefit plans.
* Manage day-to-day client relationships for assigned clients.
* Proactively manage accounts by setting appropriate expectations.
* Address all issues brought to Milliman by plan sponsors and external partners in a timely and professional manner.
* Respond to client and participant inquiries, resolve service issues and demonstrate a proactive solution-based approach to enhance client relations.
* Monitor plan parameters and administrative operations to ensure compliance with plan document provisions, as well as applicable governmental rules and regulations.
* Work with clients to "clean" census data.
* Monitor data issues on a timely basis.
* Coordinate enrollment functions including preparation of participant communication materials and managing timelines to ensure compliance with 409A regulations.
* Calculate and/or allocate employer contributions, match, match true ups, etc.
* Track scheduled distributions for the plan.
* Process distributions and communicate with plan participants as needed.
* Deliver the highest quality of service to clients, associates and management.
* Demonstrate professional conduct within the team and with the internal and external partners.
* Respond to internal and external partners in a timely and professional manner.
* Proactively communicate with all key stakeholders.
* Effectively prioritize multiple concurrent projects

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How To Become A Client Service Associate

Customer service representatives typically need a high school diploma and receive on-the-job training to learn the specific skills needed for the job. They should be good at communicating and interacting with people and have some experience using computers.


Customer service representatives typically need a high school diploma.


Customer service representatives usually receive short-term on-the-job training, lasting 2 to 3 weeks. Those who work in finance and insurance may need several months of training to learn more complicated financial regulations.

General customer-service training may focus on procedures for answering questions, information about a company’s products and services, and computer and telephone use. Trainees often work under the guidance of an experienced worker for the first few weeks of employment.

In certain industries, such as finance and insurance, customer service representatives must remain current with changing regulations.

Licenses, Certifications, and Registrations

Customer service representatives who provide information about finance and insurance may need a state license. Although licensing requirements vary by state, they usually include passing a written exam. Some employers and organizations may provide training for these exams.

Important Qualities

Communication skills. Customer service representatives must be able to provide information in writing, by phone, or in person so that customers can understand them.

Customer-service skills. Representatives help companies retain customers by answering their questions and complaints in a helpful and professional manner.

Interpersonal skills. Representatives should be able to create positive interactions with customers.

Listening skills. Representatives must listen carefully and understand a customer’s situation in order to assist them.

Patience. Representatives should be patient and polite, especially when interacting with dissatisfied customers.

Problem-solving skills. Representatives must determine solutions to a customer’s problem. By resolving issues effectively, representatives contribute to customer loyalty and retention.

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Client Service Associate jobs

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Client Service Associate Career Paths

Client Service Associate
Office Administrator Human Resources Coordinator Specialist
Account Manager
5 Yearsyrs
Finance Advisor Finance Consultant Senior Finance Analyst
Assistant Vice President
7 Yearsyrs
Service Representative Account Executive
Business Development Manager
9 Yearsyrs
Finance Advisor Assistant Vice President Human Resources Coordinator
Chief Executive Officer
8 Yearsyrs
Account Executive Sales Manager
Director Of Sales
10 Yearsyrs
Account Manager Sales Manager General Manager
District Manager
7 Yearsyrs
Project Manager General Manager Account Executive
District Sales Manager
7 Yearsyrs
Client Services Manager Operations Manager
General Manager
7 Yearsyrs
Finance Analyst Operations Manager Sales Consultant
Internet Sales Manager
6 Yearsyrs
Client Services Manager Senior Project Manager Senior Product Manager
Marketing Director
7 Yearsyrs
Assistant Vice President Project Manager Program Manager
Marketing Manager
6 Yearsyrs
Analyst Business Analyst Assistant Vice President
Office Manager
5 Yearsyrs
Office Administrator Project Coordinator Program Manager
Operations Director
9 Yearsyrs
Account Executive Sales Consultant Sales Manager
Regional Sales Manager
9 Yearsyrs
Finance Analyst Account Manager Account Executive
Relationship Manager
6 Yearsyrs
Analyst Finance Analyst Account Manager
Sales Account Manager
6 Yearsyrs
Assistant Vice President Senior Consultant Product Manager
Sales And Marketing Manager
6 Yearsyrs
Account Manager Account Executive
Sales Manager
5 Yearsyrs
Service Representative Account Manager
Senior Account Manager
7 Yearsyrs
Project Manager Program Manager General Manager
Territory Manager
7 Yearsyrs
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Client Service Associate Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Mandarin

  • Chinese

  • German

  • Portuguese

  • Italian

  • Cantonese

  • Russian

  • Polish

  • Tagalog

  • Japanese

  • Hindi

  • Korean

  • Vietnamese

  • Hebrew

  • Filipino

  • Arabic

  • Swahili

  • Swedish

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Client Service Associate

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Client Service Associate Education

Client Service Associate

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Real Client Service Associate Salaries

Job Title Company Location Start Date Salary
Client Service Associate Bridgewater Associates, LP Westport, CT Jul 12, 2010 $111,259 -
Client Service Associate Lazard Asset Management LLC New York, NY Dec 08, 2014 $100,000
Client Services Associate Novantas, Inc. New York, NY Feb 15, 2016 $90,000
Associate, Client Service (SAP HR Associate) Hyundai Autoever America, LLC West Point, GA Apr 15, 2014 $90,000
Client Service Associate Lazard Asset Management LLC New York, NY Aug 14, 2015 $85,000
Client Service Associate Lazard Asset Management LLC New York, NY Mar 05, 2012 $85,000
Client Service Associate Lazard Asset Management LLC New York, NY Aug 19, 2013 $85,000
Senior Client Service Associate Frank Russell Company New York, NY Sep 10, 2012 $85,000
Index Client Service Associate MSCI Inc. New York, NY Jun 01, 2016 $80,995 -
Associate Client Service MSCI, Inc. New York, NY Oct 18, 2012 $79,900 -
Client Service Associate Frank Russell Company New York, NY Mar 07, 2011 $75,000
Associate, Client Service MSCI, Inc. New York, NY Oct 01, 2014 $70,325 -
Associate, Client Services Snooth Inc. New York, NY Oct 15, 2012 $70,000
Client Service Associate Raintree Systems, Inc. Temecula, CA Dec 10, 2016 $66,400
Client Service Associate Jpmorgan Chase & Co. Miami, FL Dec 08, 2014 $65,000
Client Services Associate Frank Russell Company WA Sep 12, 2013 $65,000
Client Service Associate Western Asset Management New York, NY Apr 07, 2010 $62,899
Client Services Associate MSCI, Inc. New York, NY Oct 01, 2011 $61,942 -
Client Services Associate (Financial Analyst) Diversified Trust Company Atlanta, GA Mar 28, 2013 $50,151 -
Client Services Associate Markitserv, LLC New York, NY Oct 01, 2010 $50,000
Client Services Associate INTL Fcstone Inc. Miami, FL Dec 03, 2015 $50,000 -
Client Service Associate Hightower Securities, LLC Deerfield, IL Sep 17, 2015 $50,000
Client Services Associate The Falconwood Corporation New York, NY Aug 14, 2010 $49,629 -
Client Service Associate (Financial Analysts) Diversified Trust Company Atlanta, GA Jul 01, 2012 $47,632 -
Client Service Associate Firstrade Securities Inc. NY Oct 01, 2013 $45,601
Associate, Client Services Everyday Health, Inc. New York, NY Jul 01, 2011 $45,000

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Top Skills for A Client Service Associate


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Top Client Service Associate Skills

  1. Client Service
  2. Customer Service
  3. Compliance
You can check out examples of real life uses of top skills on resumes here:
  • Provide Client Service Team with up to date calendar including daily, weekly, and monthly activities for the Firm.
  • Created new processes and systems for increasing customer service satisfaction.
  • Assist Compliance Officer in educating others of compliance boundaries, along with staying on top of all major compliance rules/regulations.
  • Assisted agents with managing client portfolios including savings, 401K, mutual funds, annuities, etc.
  • Assisted three financial advisors for a leading investment firm with 600+ offices in over 30 countries.

Top Client Service Associate Employers

Client Service Associate Videos

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Cathleen D. Phelps, Client Service Associate | Monument Wealth Management

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