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Client service associate vs client service specialist

The differences between client service associates and client service 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 service specialist. Additionally, a client service associate has an average salary of $46,874, which is higher than the $40,043 average annual salary of a client service 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 service specialist are client service, excellent interpersonal, and client facing.

Client service associate vs client service specialist overview

Client Service AssociateClient Service Specialist
Yearly salary$46,874$40,043
Hourly rate$22.54$19.25
Growth rate-4%-4%
Number of jobs192,048225,591
Job satisfaction--
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 61%
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 service specialist do?

A client service specialist is an individual who fulfills tasks that are related to delivering a product or service to clients. Client service specialists are required to assist project managers in establishing parameters and requirements of a project or work with a particular client. They help in the development of training manuals and materials that are needed by the client to use the newly developed product. Client service specialists must also set up and create archives for client records.

Client service associate vs client service specialist salary

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

Client Service AssociateClient Service Specialist
Average salary$46,874$40,043
Salary rangeBetween $29,000 And $74,000Between $26,000 And $61,000
Highest paying CityGreenwich, CTNew York, NY
Highest paying stateConnecticutNew York
Best paying companyCambridge AssociatesMoody's
Best paying industryFinanceFinance

Differences between client service associate and client service specialist education

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

Client Service AssociateClient Service Specialist
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 61%
Most common majorBusinessBusiness
Most common college--

Client service associate vs client service specialist demographics

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

Client Service AssociateClient Service Specialist
Average age4040
Gender ratioMale, 33.4% Female, 66.6%Male, 29.5% Female, 70.5%
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, 11.2% Unknown, 5.5% Hispanic or Latino, 19.9% Asian, 7.0% White, 55.6% American Indian and Alaska Native, 0.7%
LGBT Percentage7%7%

Differences between client service associate and client service 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.
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Client service specialist example responsibilities.

  • Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
  • Demonstrate compassion and encouragement during tough moments.
  • Prepare and present PowerPoint presentations for training meetings.
  • Create a PowerPoint presentation implement into the official training program.
  • Transition reporting and document storage process to an online SharePoint workspace for increase efficiency.
  • Examine injure persons and administer first aid or cardiopulmonary resuscitation, if necessary, using training and medical supplies and equipment.
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Client service associate vs client service 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 service specialist skills
  • Client Service, 16%
  • Excellent Interpersonal, 7%
  • Client Facing, 6%
  • Client Issues, 5%
  • Data Entry, 5%
  • Work Ethic, 4%

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