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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

  • $54,000

    Average Salary

What Does A Client Service Associate Do

Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.

Duties

Customer service representatives typically do the following:

  • Listen to customers’ questions and concerns, and provide answers or responses
  • Provide information about products and services
  • Take orders, calculate charges, and process billing or payments
  • Review or make changes to customer accounts
  • Handle returns or complaints
  • Record details of customer contacts and actions taken
  • Refer customers to supervisors or more experienced employees

Customer service representatives answer questions or requests from customers or the public. They typically provide services by phone, but some also interact with customers face to face, by email, or live chat.

The specific duties of customer service representatives vary by industry. For example, representatives who work in banks may answer customers’ questions about their accounts. Representatives who work for utility and communication companies may help customers with service problems, such as outages. Those who work in retail stores often handle returns, process refunds, and help customers locate items. Some representatives make changes to customers’ accounts, such as updating addresses or canceling orders. Although selling is not their main job, some representatives may help generate sales while providing information about a product or service.

Customer service representatives typically use a telephone, computer, and other office equipment. For example, representatives who work in call centers answer phone calls and use computers to review and select standard responses from a list of options. Those employed in retail stores use registers to process returns or orders.

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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.

Education

Customer service representatives typically need a high school diploma.

Training

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
Finance Advisor Account Executive
Account Manager
5 Yearsyrs
Finance Advisor Account Executive Sales Manager
Director Of Sales
10 Yearsyrs
Finance Advisor Account Executive Account Manager
Senior Account Manager
7 Yearsyrs
Service Representative Specialist Consultant
Senior Manager
9 Yearsyrs
Service Representative Specialist Team Leader
Branch Manager
6 Yearsyrs
Service Representative Specialist Sales Specialist
Territory Manager
7 Yearsyrs
Executive Assistant Office Manager Account Manager
Regional Sales Manager
9 Yearsyrs
Executive Assistant Office Manager Owner
Co-Owner
6 Yearsyrs
Executive Assistant Office Manager General Manager
Regional Manager
8 Yearsyrs
Consultant Manager Sales Manager
Sales And Marketing Manager
6 Yearsyrs
Consultant Manager Account Manager
Sales Account Manager
6 Yearsyrs
Analyst Finance Analyst Senior Finance Analyst
Finance Manager
7 Yearsyrs
Analyst Manager Branch Manager
Manager, Assistant Vice President
7 Yearsyrs
Analyst Supervisor Branch Manager
Assistant Vice President
7 Yearsyrs
Office Assistant Administrator Operations Manager
Client Services Manager
7 Yearsyrs
Office Assistant Administrator
Business Office Manager
7 Yearsyrs
Office Assistant Administrator Branch Manager
Relationship Manager
6 Yearsyrs
Office Administrator Buyer Customer Service Manager
Call Center Manager
6 Yearsyrs
Office Administrator Legal Secretary Owner
Founder And Chief Executive Officer
7 Yearsyrs
Office Administrator Buyer Department Manager
Administrative Manager
6 Yearsyrs
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Do you work as a Client Service Associate?

Help others decide if this is a good career for them

Average Length of Employment
Service Officer 3.6 years
Service Consultant 3.0 years
Client Associate 3.0 years
Client Liaison 2.8 years
Client Coordinator 2.2 years
Service Associate 2.2 years
Top Careers Before Client Service Associate
Internship 9.8%
Cashier 5.0%
Teller 3.9%
Associate 3.9%
Top Careers After Client Service Associate
Associate 6.9%
Consultant 3.6%
Analyst 3.2%
Cashier 2.7%

Do you work as a Client Service Associate?

Average Yearly Salary
$54,000
View Detailed Salary Report
$34,000
Min 10%
$54,000
Median 50%
$54,000
Median 50%
$54,000
Median 50%
$54,000
Median 50%
$54,000
Median 50%
$54,000
Median 50%
$54,000
Median 50%
$87,000
Max 90%
Best Paying Company
Union Bank
Highest Paying City
San Francisco, CA
Highest Paying State
Alaska
Avg Experience Level
2.9 years
How much does a Client Service Associate make at top companies?
The national average salary for a Client Service Associate in the United States is $54,860 per year or $26 per hour. Those in the bottom 10 percent make under $34,000 a year, and the top 10 percent make over $87,000.

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 -
$170,000
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 19, 2013 $85,000
Client Service Associate Lazard Asset Management LLC New York, NY Mar 05, 2012 $85,000
Senior Client Service Associate Frank Russell Company New York, NY Sep 10, 2012 $85,000
Client Service Associate Lazard Asset Management LLC New York, NY Aug 14, 2015 $85,000
Index Client Service Associate MSCI Inc. New York, NY Jun 01, 2016 $80,995 -
$83,800
Associate Client Service MSCI, Inc. New York, NY Oct 18, 2012 $79,900 -
$82,400
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 -
$72,800
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 Services Associate Frank Russell Company WA Sep 12, 2013 $65,000
Client Service Associate Jpmorgan Chase & Co. Miami, FL Dec 08, 2014 $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 -
$70,000
Client Services Associate (Financial Analyst) Diversified Trust Company Atlanta, GA Mar 28, 2013 $50,151 -
$56,182
Client Service Associate Hightower Securities, LLC Deerfield, IL Sep 17, 2015 $50,000
Client Services Associate INTL Fcstone Inc. Miami, FL Dec 03, 2015 $50,000 -
$55,000
Client Services Associate Markitserv, LLC New York, NY Oct 01, 2010 $50,000
Client Services Associate The Falconwood Corporation New York, NY Aug 14, 2010 $49,629 -
$54,629
Client Service Associate (Financial Analysts) Diversified Trust Company Atlanta, GA Jul 01, 2012 $47,632 -
$56,000
Client Service Associate Firstrade Securities Inc. NY Oct 01, 2013 $45,601
Client Services Associate Everyday Health, Inc. New York, NY Sep 20, 2012 $45,000

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Top Skills for A Client Service Associate

  1. Client Service
  2. Customer Service
  3. Client Relationships
You can check out examples of real life uses of top skills on resumes here:
  • Provided excellent customer service when handling client referrals, candidate inquiries and supporting Client Services Managers and Clinical Managers.
  • Demonstrated extraordinary customer service while providing account information and processing multiple transactions.
  • Provided exceptional client service to existing clients and their extended family which deepened the financial adviser/client relationships.
  • Conducted internal analysis on subset of clients in order to retrieve applicable information to incorporate into client portfolios.
  • Lead marketing efforts for highly successful Financial Advisory team.

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Average Salary:

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Top 10 Best States for Client Service Associates

  1. Minnesota
  2. New Jersey
  3. Alaska
  4. New Hampshire
  5. Delaware
  6. Wisconsin
  7. Connecticut
  8. Massachusetts
  9. Rhode Island
  10. North Dakota
  • (701 jobs)
  • (1,286 jobs)
  • (75 jobs)
  • (225 jobs)
  • (153 jobs)
  • (630 jobs)
  • (371 jobs)
  • (800 jobs)
  • (91 jobs)
  • (86 jobs)

Client Service Associate Resume Examples And Tips

The average resume reviewer spends between 5 to 7 seconds looking at a single resume, which leaves the average job applier with roughly six seconds to make a killer first impression. Thanks to this, a single typo or error on your resume can disqualify you right out of the gate. At Zippia, we went through over 6,815 Client Service Associate resumes and compiled some information about how best to optimize them. Here are some suggestions based on what we found, divided by the individual sections of the resume itself.

Learn How To Create A Top Notch Client Service Associate Resume

View Resume Examples

Client Service Associate Demographics

Gender

Female

59.3%

Male

30.2%

Unknown

10.5%
Ethnicity

White

60.0%

Hispanic or Latino

16.5%

Black or African American

10.9%

Asian

8.6%

Unknown

3.9%
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Foreign Languages Spoken

Spanish

47.9%

French

9.8%

Mandarin

7.4%

Chinese

6.4%

Portuguese

4.3%

German

3.8%

Cantonese

3.3%

Russian

2.9%

Italian

2.9%

Japanese

2.1%

Polish

1.7%

Tagalog

1.4%

Arabic

1.2%

Hindi

1.0%

Korean

1.0%

Vietnamese

0.7%

Romanian

0.7%

Hebrew

0.7%

Dutch

0.5%

Ukrainian

0.5%
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Client Service Associate Education

Schools

University of Phoenix

16.6%

New York University

7.5%

DePaul University

6.5%

Fordham University

6.0%

Northeastern University

5.0%

University of Delaware

4.7%

Villanova University

4.3%

San Francisco State University

4.2%

University of Houston

4.2%

Kaplan University

4.2%

University of Connecticut

4.2%

Temple University

3.8%

University of Florida

3.8%

University of Wisconsin - Milwaukee

3.8%

Arizona State University

3.8%

Boston University

3.8%

Florida State University

3.5%

Pennsylvania State University

3.5%

Baruch College of the City University of New York

3.3%

University of Central Florida

3.3%
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Majors

Business

32.2%

Finance

14.6%

Communication

5.8%

Accounting

5.7%

Marketing

5.6%

Economics

5.1%

Psychology

4.7%

Management

4.0%

Political Science

2.8%

Liberal Arts

2.4%

English

2.4%

Health Care Administration

2.0%

Sociology

2.0%

Human Resources Management

1.9%

Education

1.6%

Computer Information Systems

1.5%

Public Relations

1.5%

Criminal Justice

1.5%

Legal Support Services

1.4%

General Studies

1.2%
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Degrees

Bachelors

55.7%

Masters

15.5%

Other

15.1%

Associate

7.7%

Certificate

3.8%

Diploma

1.0%

Doctorate

0.8%

License

0.4%
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Client Service Associate Videos

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