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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

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
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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Average Length of Employment
Client Associate 2.8 years
Client Liaison 2.7 years
Client Specialist 2.3 years
Client Coordinator 2.2 years
Service Associate 2.1 years
Top Employers Before
Internship 9.3%
Cashier 3.9%
Teller 3.3%
Associate 3.1%
Manager 2.5%
Top Employers After
Associate 5.2%
Consultant 3.8%
Analyst 2.8%
Internship 2.6%

Client Service Associate Demographics

Gender

Female

65.2%

Male

33.4%

Unknown

1.4%
Ethnicity

White

76.8%

Hispanic or Latino

11.6%

Asian

8.9%

Unknown

2.0%

Black or African American

0.7%
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Languages Spoken

Spanish

48.4%

French

9.8%

Mandarin

7.4%

Chinese

6.0%

German

5.3%

Portuguese

4.9%

Italian

3.2%

Cantonese

3.2%

Russian

1.8%

Polish

1.8%

Tagalog

1.4%

Japanese

1.4%

Hindi

1.1%

Korean

1.1%

Vietnamese

0.7%

Hebrew

0.7%

Filipino

0.7%

Arabic

0.7%

Swahili

0.4%

Swedish

0.4%
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Client Service Associate Education

Schools

University of Phoenix

12.5%

New York University

6.5%

Fordham University

6.2%

DePaul University

6.2%

Villanova University

5.9%

University of Delaware

5.3%

Temple University

5.0%

Kaplan University

5.0%

San Francisco State University

4.7%

Northeastern University

4.7%

Southern New Hampshire University

4.4%

Florida State University

4.4%

Hofstra University

4.0%

University of Connecticut

3.7%

University of Florida

3.7%

University of Miami

3.7%

Rowan University

3.7%

Syracuse University

3.4%

Boston College

3.4%

University of California - Irvine

3.4%
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Majors

Business

31.0%

Finance

13.4%

Communication

6.3%

Marketing

6.0%

Economics

5.8%

Accounting

5.2%

Psychology

4.9%

Management

4.4%

Political Science

3.0%

English

2.4%

Liberal Arts

2.4%

Sociology

2.1%

Health Care Administration

2.0%

Human Resources Management

1.9%

Computer Information Systems

1.8%

Public Relations

1.5%

Legal Support Services

1.5%

Computer Science

1.4%

Criminal Justice

1.4%

General Studies

1.4%
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Degrees

Bachelors

53.6%

Masters

17.3%

Other

15.5%

Associate

7.9%

Certificate

3.5%

Diploma

1.0%

Doctorate

1.0%

License

0.3%
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Job type you want
Full Time
Part Time
Internship
Temporary

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 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 -
$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 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 -
$70,000
Client Services Associate (Financial Analyst) Diversified Trust Company Atlanta, GA Mar 28, 2013 $50,151 -
$56,182
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 -
$55,000
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 -
$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
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

ClientServiceCustomerServiceComplianceClientPortfoliosFinancialAdvisorsClientAccountsNewAccountsClientRelationshipsHighNETClientMeetingsClientInquiriesNewClientsDataEntryWealthManagementPhoneCallsAccountMaintenanceWireTransfersClientInformationExpenseReportsClientIssues

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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

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

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