Post job

Best client service associate certifications

Client service associate certifications allow job seekers to demonstrate their competency as an client service associate to employers. However, not all client service associate certifications provide the same value for job seekers.

The best certifications for a client service associate are Certified Management Accountant (CMA), Certified Financial Planner (CFP), and Certified Pharmacy Technician (CPhT).

Below is a list of the best client service associate certifications. Obtaining an client service associate certification will give you a leg up when you apply for jobs and increase your potential salary.

7 best client service associate certifications

1. Certified Management Accountant (CMA)

The CMA (Certified Management Accountant) is the advanced professional certification specifically designed to measure the accounting and financial management skills that drive business performance.

Certification details
  • More than two years of education or training after high school required? Yes
  • More than two years of work experience required? Yes
  • Oral or written exam required? Yes
  • Renewal required? Every 1 year(s)

2. Certified Financial Planner (CFP)

The CFP certification process, administered by CFP Board, identifies to the public that those individuals in the U.S.who have been authorized to use the CFP certification mark have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Certification details
  • More than two years of education or training after high school required? Yes
  • More than two years of work experience required? Yes
  • Oral or written exam required? Yes
  • Renewal required? Every 2 year(s)

3. Certified Pharmacy Technician (CPhT)

PTCB's pharmacy technician certification program enables technicians to work more effectively with pharmacists to offer safe and effective patient care and service. Certification is achieved by meeting specific eligibility requirements and earning a passing score on the Pharmacy Technician Certification Exam (PTCE). The PTCB certification program is accredited by the National Commission for Certifying Agencies (NCCA).

Certification details
  • More than two years of education or training after high school required? No
  • More than two years of work experience required? No
  • Oral or written exam required? Yes
  • Renewal required? Every 2 year(s)
Course that help you to prepare for certification
Become a Pharmacy Technician
udemy
4.7
(2,374)

4. Certified Information Technology Professional (CITP)

A Certified Information Technology Professional (CITP) is a Certified Public Accountant recognized for his or her unique ability to provide business insight by leveraging knowledge of information relationships and supporting technologies.

Certification details
  • More than two years of education or training after high school required? Yes
  • More than two years of work experience required? Yes
  • Oral or written exam required? Yes
  • Renewal required? Every 3 year(s)

5. Certified Financial Planner (CFP)

The Certified Financial Planner designation covers investments, income taxation, insurance and financial planning, and retirement and estate planning.Individuals must complete the following required curriculum and pass the CFP exam to earn this designation.HS 300: Financial Planning HS 311: Fundamentals of Insurance Planning HS 321: Income Taxation HS 326: Planning for Retirement Needs HS 328: Investments HS 330: Fundamentals of Estate Planning

Certification details
  • More than two years of education or training after high school required? Yes
  • More than two years of work experience required? Yes
  • Oral or written exam required? Yes
  • Renewal required? No
Certifying organization
ABTrainingCenter

6. Project Management Professional (PMP)

The PMP designation following your name tells current and potential employers that you have demonstrated a solid foundation of knowledge from which you can competently practice project management.To be eligible for a PMP Credential, you must first meet specific educational and project management experience requirements and agree to adhere to a code of professional conduct. The final step to becoming a PMP is passing a rigorous multiple-choice examination designed to objectively assess and measure your ability to apply project management knowledge in the following six domains: initiating the project, planning the project, executing the project, monitoring and controlling the project, closing the project, and professional and social responsibility. This computer-based examination is administered globally with translation aids in 10 languages.

Certification details
  • More than two years of education or training after high school required? No
  • More than two years of work experience required? Yes
  • Oral or written exam required? Yes
  • Renewal required? Every 3 year(s)
Course that help you to prepare for certification
Project Management Certification Training + 2 Practice Exams
udemy
4
(144)

7. Society for Human Resource Management Certified Professional (SHRM-CP)

HR professionals who implement policies and strategies, serve as point of contact for staff and stakeholders, deliver HR services, and perform operational HR functions, should take the SHRM-CP exam.

Certification details
  • More than two years of education or training after high school required? No
  • More than two years of work experience required? Yes
  • Oral or written exam required? Yes
  • Renewal required? Every 3 year(s)
Certifying organization
Society for Human Resource...
Course that help you to prepare for certification
HR Analytics: HRM, HR Course 2023
udemy
4.2
(342)

What is the best certification for a client service associate?

The best client service associate certification is Certified Management Accountant (CMA). The Certified Management Accountant (CMA) is awarded by the The Association of Accountants and Financial Professionals in Business. This certification is great to have as it shows an improvement in your competency to perform your role. You can earn this certification at the beginning of your career, as it often doesn't require a minimum education level and work experience.

Here's a bit more background on how to obtain this client service associate certification:

  • To become a certified Certified Management Accountant (CMA), you need to pass the exam.
  • This certificate requires more than two years of work experience.
  • Renew certification every 1 year.

What are some of the most in-demand certifications for client service associates?

The most in-demand client service associate certification is Certified Financial Planner based on all active job postings. Having this client service associate certification will give you access to more client service associate jobs with higher salaries.

Best certifications

The most common combination of client service associate certifications include: Certified Management Accountant (CMA), Certified Financial Planner (CFP), and Certified Pharmacy Technician (CPhT).

Online courses for client service associates to earn certifications

Advertising disclosure

1. Customer Service Fundamentals

coursera

There are a growing number of exciting, well-paying jobs in today’s tech industry that do not require a traditional college degree, an one of the hottest areas with high demand is in IT customer service and support. Customer Service is a perfect entry point to start your career in IT, with a multitude of job openings ranging from onsite or remote help desk work to customer care or client support. We can help you get there with the Customer Service Fundamentals course. We will help you to build...

2. Customer Service, Customer Support, And Customer Experience

udemy
4.6
(2,666)

Customer service, customer support, and customer experience training. Loyal clients through world-class customer service...

3. Financial Accounting-Adjusting Entries & Financial Statement

udemy
4.6
(930)

Master Adjusting Entries & Financial Statements: A Comprehensive Guide for Accurate Accounting and Reporting...

4. Customer Service & Support For Customer Service Executives

udemy
4.5
(941)

Learn Customer Service Skills & Provide Excellent Customer Support, Customer Experience & How To Manage Upset Customers...

5. Accounting basics, create financial statements easily

udemy
4.5
(280)

Discover, develop, practice your financial information and explore the world of accounting...

6. Accounting & Financial Statement Analysis: Complete Training

udemy
4.6
(16,804)

Accounting & Financial Ratio Analysis made easy. Learn important accounting skills that will get your foot in the door!...

7. Customer Service Foundation

udemy
4.5
(290)

An introductory course about understanding the foundations of Customer Service...

8. Advanced Financial Accounting: Acquisitions & Consolidations

udemy
4.1
(703)

Acquisitions, Consolidations, and Reporting. Master complex concepts and applications...

9. Financial Accounting-Debits & Credits-Accounting Transaction

udemy
4.5
(781)

Masterclass: Learn Accounting Principles, Financial Statements, Transactions & More in this Comprehensive Course...

10. Customer Service Mastery: Delight Every Customer

udemy
4.7
(18,204)

Master Customer Service using this practical customer care course...

11. Value Investing: The Complete Financial Statement Analysis

udemy
4.3
(988)

Value Investing Mastery - How to Perform Financial Statement Analysis & Financial Ratio Analysis to Find Great Stocks...

12. Customer Service Fundamentals: Putting People First

udemy
4.4
(313)

Customer Care Listening Great Customer Service Concern for Others Company Culture Engaging People Responding...

13. Financial Accounting: The Complete Introductory Crash Course

udemy
4.5
(1,604)

Learn the Basics of Financial Accounting: Financial Statements, Debits and Credits, The Accounting Cycle and More!...

14. Principles of Financial Accounting

udemy
4.5
(875)

Learn the complete accounting cycle -recording business transactions to presenting the Balance Sheet & Income Statement...

15. Start Improving Customer Service

udemy
4.8
(2,040)

Creating a Customer Service advantage in Your department or business through communication and Customer Management...

16. Customer Service: 6 Keys To Exceptional Customer Service

udemy
4.6
(601)

Master Customer Satisfaction & Astonish Your Customers With A+ Customer Service...

17. Business Communication Skills: Handling Clients & Customers

udemy
4.4
(1,161)

Soft Skills Training Social Skills Business Etiquette Business English Customer Service Training...

18. The Customer: Build a Customer Service Strategy (BITE SIZE)

udemy
4.5
(10,168)

For you and your team to be successful in providing great customer service, start by putting your customer first...

19. Become a Master of Client and Account Management

udemy
4.2
(1,124)

Learn how to effectively manage, retain and grow clients...

20. Financial Accounting & Excel-Comprehensive Accounting Course

udemy
4.3
(736)

Comprehensive accounting course to learn the accounting cycle in a practical way and pick up critical Excel fundamentals...

Browse office and administrative jobs