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Client service associate vs customer service associate

The differences between client service associates and customer service associates 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 customer service associate. Additionally, a client service associate has an average salary of $46,874, which is higher than the $31,709 average annual salary of a customer service associate.

The top three skills for a client service associate include client service, customer service and client relationships. The most important skills for a customer service associate are patients, sales floor, and plumbing.

Client service associate vs customer service associate overview

Client Service AssociateCustomer Service Associate
Yearly salary$46,874$31,709
Hourly rate$22.54$15.24
Growth rate-4%-4%
Number of jobs192,048380,943
Job satisfaction-5
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 35%
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 customer service associate do?

Customer service associates are representatives of the company who are responsible for solving customer concerns. They provide exceptional service to clients to ensure that their problems are solved and that the relationship between the client and the company remains strong. Customer service associates are in-charge of processing transactions, maintaining a good working relationship between the client and the company, ensuring that the client remains loyal to the company, and working on the requests of the client. Through all of this, customer service associates must keep any information they may encounter confidential. They should also have time management skills, problem-solving skills, and customer service skills.

Client service associate vs customer service associate salary

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

Client Service AssociateCustomer Service Associate
Average salary$46,874$31,709
Salary rangeBetween $29,000 And $74,000Between $24,000 And $40,000
Highest paying CityGreenwich, CTRichmond, CA
Highest paying stateConnecticutCalifornia
Best paying companyCambridge AssociatesFidelity Investments
Best paying industryFinanceFinance

Differences between client service associate and customer service associate education

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

Client Service AssociateCustomer Service Associate
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 35%
Most common majorBusinessBusiness
Most common college--

Client service associate vs customer service associate demographics

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

Client Service AssociateCustomer Service Associate
Average age4040
Gender ratioMale, 33.4% Female, 66.6%Male, 38.4% Female, 61.6%
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, 11.8% Unknown, 5.4% Hispanic or Latino, 19.5% Asian, 6.6% White, 55.9% American Indian and Alaska Native, 0.7%
LGBT Percentage7%7%

Differences between client service associate and customer service associate 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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Customer service associate example responsibilities.

  • Manage and calculate daily cash deposits and prepare daily payroll ledgers.
  • Manage cash balances and inventory stock accurately; ensure cleanliness of all work stations and guarantee excellent customer service.
  • Use excellent phone and customer service etiquette while navigating through multiple windows simultaneously.
  • Provide excellent customer service to hundreds of satisfy customers, bag groceries with speed and efficiency
  • Perform upselling on every call.
  • Train in flight emergencies, hazardous materials and CPR.
  • Show more

Client service associate vs customer service associate skills

Common client service associate skills
  • Client Service, 13%
  • Customer Service, 12%
  • Client Relationships, 5%
  • Exceptional Client, 4%
  • Cash Management, 3%
  • Securities, 3%
Common customer service associate skills
  • Patients, 41%
  • Sales Floor, 12%
  • Plumbing, 10%
  • Quality Customer Service, 6%
  • Front End, 3%
  • CSA, 3%

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