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How to hire a client service associate

Client service associate hiring summary. Here are some key points about hiring client service associates in the United States:

  • There are a total of 28,785 client service associates in the US, and there are currently 192,048 job openings in this field.
  • The median cost to hire a client service associate is $1,633.
  • Small businesses spend $1,105 per client service associate on training each year, while large companies spend $658.
  • It takes between 36 and 42 days to fill the average role in the US.
  • It takes approximately 12 weeks for a new employee to reach full productivity levels.
  • HR departments typically allocate 15% of their budget towards recruitment efforts.
  • New York, NY, has the highest demand for client service associates, with 106 job openings.

How to hire a client service associate, step by step

To hire a client service associate, consider the skills and experience you are looking for in a candidate, allocate a budget for the position, and post and promote the job opening to reach potential candidates. Follow these steps to hire a client service associate:

Here's a step-by-step client service associate hiring guide:

  • Step 1: Identify your hiring needs
  • Step 2: Create an ideal candidate profile
  • Step 3: Make a budget
  • Step 4: Write a client service associate job description
  • Step 5: Post your job
  • Step 6: Interview candidates
  • Step 7: Send a job offer and onboard your new client service associate
  • Step 8: Go through the hiring process checklist

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.

Learn more about the specifics of what a client service associate does
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  1. Identify your hiring needs

    The client service associate hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

    Determine employee vs contractor status
    Is the person you're thinking of hiring a US citizen or green card holder?

    Hiring the perfect client service associate also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

    This list shows salaries for various types of client service associates.

    Type of Client Service AssociateDescriptionHourly rate
    Client Service AssociateCustomer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.$13-35
    Service OfficerA service officer or client services officer is a professional who is a part of a financial management team that delivers services to customers. Service officers provide client support services by maintaining a high level of professionalism and competence in client interactions... Show more$15-35
    Customer Service LiaisonCustomer service liaisons are professionals who facilitate a working relationship between clients and an organization by providing excellent customer service. These liaisons must coordinate with the proper personnel to provide accurate answers for customers with concerns or questions... Show more$12-22
  2. Create an ideal candidate profile

    Common skills:
    • Client Service
    • Customer Service
    • Client Relationships
    • Exceptional Client
    • Cash Management
    • Securities
    • Excellent Organizational
    • PowerPoint
    • Account Services
    • Basic Math
    • Keep Management
    • Client Inquiries
    • Excellent Interpersonal
    • Client Satisfaction
    Check all skills
    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.
    More client service associate duties
  3. Make a budget

    Including a salary range in your client service associate job description is one of the best ways to attract top talent. A client service associate can vary based on:

    • Location. For example, client service associates' average salary in hawaii is 50% less than in connecticut.
    • Seniority. Entry-level client service associates 61% less than senior-level client service associates.
    • Certifications. A client service associate with certifications usually earns a higher salary.
    • Company. Working for an established firm or a new start-up company can make a big difference in a client service associate's salary.

    Average client service associate salary

    $46,874yearly

    $22.54 hourly rate

    Entry-level client service associate salary
    $29,000 yearly salary
    Updated December 14, 2025

    Average client service associate salary by state

    RankStateAvg. salaryHourly rate
    1Connecticut$73,920$36
    2New York$73,260$35
    3District of Columbia$70,888$34
    4Delaware$63,725$31
    5Maryland$63,452$31
    6Pennsylvania$63,234$30
    7Illinois$62,982$30
    8Massachusetts$62,781$30
    9New Jersey$61,972$30
    10Ohio$60,735$29
    11Virginia$55,971$27
    12Washington$55,564$27
    13Minnesota$53,201$26
    14California$52,582$25
    15Rhode Island$52,397$25
    16North Carolina$52,115$25
    17Georgia$49,312$24
    18Indiana$49,133$24
    19Missouri$48,368$23
    20Maine$48,347$23

    Average client service associate salary by company

    RankCompanyAverage salaryHourly rateJob openings
    1Cambridge Associates$110,958$53.354
    2Pacific Investment Management Company LLC$105,795$50.865
    3Ernst & Young$103,674$49.84331
    4Accenture$101,320$48.71460
    5CME Group$99,526$47.85
    6Tradeweb$94,415$45.393
    7Barclays$93,538$44.97
    8Wedbush Securities$93,327$44.87
    9Moody's$93,015$44.725
    10Envestnet$91,427$43.96
    11Bridgewater Associates$89,850$43.20
    12Acadian Asset Management$89,368$42.97
    13MSCI$89,158$42.861
    14Goldman Sachs$87,705$42.173
    15Wpp Us Holdings Inc$87,040$41.8511
    16HarbourVest$86,918$41.79
    17Bloomberg$83,918$40.3510
    18BlackRock$83,825$40.3017
    19Lord Abbett$83,583$40.18
    20Lazard$82,476$39.65
  4. Writing a client service associate job description

    A job description for a client service associate role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a client service associate job description:

    Client service associate job description example

    • Schedule: Monday - Friday 8:30AM - 5PM
    • Location: Newton, MA - in office position
    • Benefits:
      • Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program

    Responsibilities:

    • Focused on assisting the manager in delivering and coordinating client services.
    • Help lead field staff in providing quality home care while increasing your office's caseload through long-term relationship building with clients, referral sources, payors and community organizations.
    • Sharing responsibility for your team, you'll develop communicative relationships with them while managing scheduling and maintain effective fiscal management by monitoring metrics (gross margin, overtime, unfilled hours, etc.).

    Qualifications

    • Four year college degree or high school diploma with relevant healthcare experience.
    • Prior health care, home care and recruiting experience a plus!
    • A demonstrated record of strong interpersonal skills and goal achievement.
    • Ambition to grow and advance beyond current position.
    • Strong PC and communication skills (including solid phone marketing & data entry ability).

    As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.

    BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

  5. Post your job

    There are a few common ways to find client service associates for your business:

    • Promoting internally or recruiting from your existing workforce.
    • Ask for referrals from friends, family members, and current employees.
    • Attend job fairs at local colleges to meet candidates with the right educational background.
    • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.
    Post your job online:
    • Post your client service associate job on Zippia to find and recruit client service associate candidates who meet your exact specifications.
    • Use field-specific websites.
    • Post a job on free websites.
  6. Interview candidates

    During your first interview to recruit client service associates, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

    It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

    The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

  7. Send a job offer and onboard your new client service associate

    Once you've selected the best client service associate candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

    It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

    To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

  8. Go through the hiring process checklist

    • Determine employee type (full-time, part-time, contractor, etc.)
    • Submit a job requisition form to the HR department
    • Define job responsibilities and requirements
    • Establish budget and timeline
    • Determine hiring decision makers for the role
    • Write job description
    • Post job on job boards, company website, etc.
    • Promote the job internally
    • Process applications through applicant tracking system
    • Review resumes and cover letters
    • Shortlist candidates for screening
    • Hold phone/virtual interview screening with first round of candidates
    • Conduct in-person interviews with top candidates from first round
    • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
    • Conduct background checks on top candidates
    • Check references of top candidates
    • Consult with HR and hiring decision makers on job offer specifics
    • Extend offer to top candidate(s)
    • Receive formal job offer acceptance and signed employment contract
    • Inform other candidates that the position has been filled
    • Set and communicate onboarding schedule to new hire(s)
    • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)
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How much does it cost to hire a client service associate?

Before you start to hire client service associates, it pays to consider both the one-off costs like recruitment, job promotion, and onboarding, as well as the ongoing costs of an employee's salary and benefits. While most companies that hire client service associates pay close attention to the initial cost of hiring, ongoing costs are much more significant in the long run.

You can expect to pay around $46,874 per year for a client service associate, as this is the median yearly salary nationally. This can vary depending on what state or city you're hiring in. If you're hiring for contract work or on a per-project basis, hourly rates for client service associates in the US typically range between $13 and $35 an hour.

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