Post job

Client service associate vs client relations specialist

The differences between client service associates and client relations specialists can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-12 months to become both a client service associate and a client relations specialist. Additionally, a client service associate has an average salary of $46,874, which is higher than the $39,902 average annual salary of a client relations specialist.

The top three skills for a client service associate include client service, customer service and client relationships. The most important skills for a client relations specialist are client relations, customer service, and data entry.

Client service associate vs client relations specialist overview

Client Service AssociateClient Relations Specialist
Yearly salary$46,874$39,902
Hourly rate$22.54$19.18
Growth rate-4%-4%
Number of jobs192,048200,766
Job satisfaction--
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 64%
Average age4040
Years of experience1212

What does a client service associate do?

Client service associates are professionals who offer their services to their clients, including financial advisors. They perform various tasks, including communicating with clients through written correspondence, telephone or electronic means, update and maintain client accounts, documents, and transactions, and resolving customer complaints. They may perform some administrative tasks such as organizing meetings, booking conference rooms, and preparing reports. They are also expected to notify clients about the latest products or services and ensure compliance with regulatory rules.

What does a client relations specialist do?

A client relations specialist is primarily in charge of building positive relationships with clients by providing optimal services. Although the extent of their responsibilities depends on their company of employment, it typically includes handling customer calls and correspondence, offering products or services, discussing promotions or product specifications, answering inquiries, arranging appointments, resolving issues and concerns, and processing payments or refunds. Moreover, a client relations specialist conducts market research and analysis to identify the current trends and practices, aiming for client satisfaction.

Client service associate vs client relations specialist salary

Client service associates and client relations specialists have different pay scales, as shown below.

Client Service AssociateClient Relations Specialist
Average salary$46,874$39,902
Salary rangeBetween $29,000 And $74,000Between $27,000 And $58,000
Highest paying CityGreenwich, CTWashington, DC
Highest paying stateConnecticutNew Jersey
Best paying companyCambridge AssociatesMcKinsey & Company Inc
Best paying industryFinanceReal Estate

Differences between client service associate and client relations specialist education

There are a few differences between a client service associate and a client relations specialist in terms of educational background:

Client Service AssociateClient Relations Specialist
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common college--

Client service associate vs client relations specialist demographics

Here are the differences between client service associates' and client relations specialists' demographics:

Client Service AssociateClient Relations Specialist
Average age4040
Gender ratioMale, 33.4% Female, 66.6%Male, 30.3% Female, 69.7%
Race ratioBlack or African American, 12.7% Unknown, 5.7% Hispanic or Latino, 19.9% Asian, 7.1% White, 53.9% American Indian and Alaska Native, 0.7%Black or African American, 11.5% Unknown, 5.3% Hispanic or Latino, 20.3% Asian, 6.5% White, 55.7% American Indian and Alaska Native, 0.7%
LGBT Percentage7%7%

Differences between client service associate and client relations specialist duties and responsibilities

Client service associate example 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.
  • Clean windows and empty trash receptacles.
  • Experience utilizing the Salesforce software, troubleshooting Salesforce issues.
  • Show more

Client relations specialist example responsibilities.

  • Manage calendars; compile account records; create PowerPoint presentations for vendors, customers and investors.
  • Transition reporting and document storage process to an online SharePoint workspace for increase efficiency.
  • Participate in training of new representatives by composing training manuals and PowerPoint presentations.
  • Perform collection follow-up duties on specific financial classifications such as commercial insurance, Medicare and Medicaid claims.
  • Educate clients regarding proper distributions according to IRS regulations.

Client service associate vs client relations specialist skills

Common client service associate skills
  • Client Service, 13%
  • Customer Service, 12%
  • Client Relationships, 5%
  • Exceptional Client, 4%
  • Cash Management, 3%
  • Securities, 3%
Common client relations specialist skills
  • Client Relations, 24%
  • Customer Service, 8%
  • Data Entry, 7%
  • Client Facing, 6%
  • Inbound Calls, 4%
  • Client Support, 4%

Browse office and administrative jobs