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Client service associate skills for your resume and career

Updated January 8, 2025
4 min read
Client service associate example skills
Below we've compiled a list of the most critical client service associate skills. We ranked the top skills for client service associates based on the percentage of resumes they appeared on. For example, 13.5% of client service associate resumes contained client service as a skill. Continue reading to find out what skills a client service associate needs to be successful in the workplace.

15 client service associate skills for your resume and career

1. Client Service

Here's how client service associates use client service:
  • Ensured personalized client service, educated clients about products and services and assessed individual goals and objectives to provide appropriate recommendations.
  • Provided excellent customer service when handling client referrals, candidate inquiries and supporting Client Services Managers and Clinical Managers.

2. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how client service associates use customer service:
  • Obtained Certified Customer Service Professional Certificate
  • Improved customer service and client retention by executing strategic models and analyzing current and proposed client holdings for client investment opportunities.

3. Client Relationships

Here's how client service associates use client relationships:
  • Safeguarded client relationships by resolving issues/conflicts and repaired trust by locating resources for resolution and design best-option solutions.
  • Communicated daily with clients to facilitate capital markets execution, establish advisory dialogues, and maintain client relationships.

4. Exceptional Client

Here's how client service associates use exceptional client:
  • Provide exceptional client service via daily verbal communication and written correspondence with clients concerning account serving and maintenance.
  • Provide relationship management skills to ensure an exceptional client satisfaction.

5. Cash Management

Here's how client service associates use cash management:
  • Evaluated several strategic management cases and resolved several internal and external Cash Management client issues.
  • Greeted clients, processed transactions, cash management skills Community Involvement

6. Securities

Here's how client service associates use securities:
  • Conducted discovery interviews with prospective clients and created a personalized portfolio of securities to ensure they reached their investment goals.
  • Researched account information and analyzed qualifications to assist clients with securities litigation paperwork, providing accurate and timely documentation.

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7. Excellent Organizational

Here's how client service associates use excellent organizational:
  • Detail oriented with excellent organizational skills.
  • Possess excellent organizational skills, very good interpersonal communications skills (written and oral) and am detailed oriented.

8. PowerPoint

Here's how client service associates use powerpoint:
  • Supported a variety of department projects and initiatives including compiling status reports, quarterly dashboards, PowerPoint presentations and database maintenance.
  • Developed Seminar presentation via PowerPoint working in accordance with compliance regulations.

9. Account Services

Account services is a separate element of business (and sometimes a different department altogether) where employees ensure a customer had a pleasant experience. This is a common department found in larger corporations, such as banks and marketing agencies. The overall goal of account services is to assist a client have a better experience with the company by resolving any issues.

Here's how client service associates use account services:
  • Processed account service requests by telephone and face-to-face meetings.
  • Processed account service requests and ensure appropriate documentation.

10. Basic Math

Here's how client service associates use basic math:
  • Apply basic mathematical concepts such as adding, subtracting, multiplying, dividing and knowledge of weights and measures.
  • Determined charges for services Basic math and computer requested, collected deposits, payments, or arranged for billing.

11. Keep Management

Here's how client service associates use keep management:
  • Produce reports and keep management informed of unpaid claims and claims pending follow-up.

12. Client Inquiries

Here's how client service associates use client inquiries:
  • Resolved client inquiries and issues through effective application of relationship management skills and partnerships with integrated team.
  • Receive and promptly address client inquiries concerning the Metropolitan Commuter Transportation Mobility Tax.

13. Excellent Interpersonal

Here's how client service associates use excellent interpersonal:
  • Demonstrated excellent interpersonal skills by communicating effectively with clients from diverse background and ethnicity.
  • Provide excellent interpersonal and customer service skills with the ability to resolve conflicts and generate solutions quickly.

14. Client Satisfaction

Here's how client service associates use client satisfaction:
  • Handled customer escalations of having difficulties in downloading the application processing system software with professionalism to ensure client satisfaction.
  • Skilled at directing and facilitating client interactions with LexisNexis while maintaining high levels of client satisfaction.

15. Operational Support

Here's how client service associates use operational support:
  • Provided administrative and operational support including managing and updating client database, drafting memorandums and business letters.
  • Provided operational support to financial professionals on transferring clients' external financial accounts to the company.
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List of client service associate skills to add to your resume

Client service associate skills

The most important skills for a client service associate resume and required skills for a client service associate to have include:

  • 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
  • Operational Support
  • Client Events
  • Wealth Management
  • Data Entry
  • Client Support
  • Client Facing
  • CSA
  • CRM
  • External Clients
  • Phone Calls
  • Travel Arrangements
  • Risk Management
  • Scheduling Appointments
  • Client Documentation
  • Home Health
  • Expense Reports
  • Client Assets
  • Team-Oriented Environment
  • FINRA
  • Patients
  • Work Ethic
  • Client Issues
  • Strong Customer Service
  • Client Data
  • Customer Inquiries
  • Treasury
  • Equities
  • Working Independently
  • Account Maintenance
  • Fixed Income
  • Administrative Tasks
  • Excellent Client
  • Client Accounts
  • Wire Transfers

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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