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.
Client service associate responsibilities
Here are examples of responsibilities from real client service associate resumes:
- 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.
- Prepare monthly activity reports using CRM and submit to manager on a timely basis.
- Hire as a CSR to answer client questions about a car dealership software package.
- Coach novice CSA's to increase productivity during staffing shortage and the implementation of new procedures.
- Establish communication paths within DST and with the clients utilizing professional written and verbal communication skills.
- Deliver superior client experience while maintaining an effective technical environment by assuming dual roles as BTL and CSA.
- Share best practices of ADP culture and policies as benchmark for new employees, management, and local teams.
- Participate in large effort for DST sub accounting clients by acting as a liaison between the client and other DST groups.
- Maintain a working knowledge of client contracts to ensure that TSYS stays within the service level agreements (SLA's).
- Provide recommendations to ADP leadership around potential best practices and training on ADP solutions, base on client input or experience.
Client service associate skills and personality traits
We calculated that 13% of Client Service Associates are proficient in Client Service, Customer Service, and Client Relationships. They’re also known for soft skills such as Communication skills, Computer skills, and Customer-service skills.
We break down the percentage of Client Service Associates that have these skills listed on their resume here:
- Client Service, 13%
Ensured personalized client service, educated clients about products and services and assessed individual goals and objectives to provide appropriate recommendations.
- Customer Service, 12%
Obtained Certified Customer Service Professional Certificate
- Client Relationships, 5%
Safeguarded client relationships by resolving issues/conflicts and repaired trust by locating resources for resolution and design best-option solutions.
- Exceptional Client, 4%
Provide exceptional client service via daily verbal communication and written correspondence with clients concerning account serving and maintenance.
- Cash Management, 3%
Evaluated several strategic management cases and resolved several internal and external Cash Management client issues.
- Securities, 3%
Conducted discovery interviews with prospective clients and created a personalized portfolio of securities to ensure they reached their investment goals.
"client service," "customer service," and "client relationships" are among the most common skills that client service associates use at work. You can find even more client service associate responsibilities below, including:
Communication skills. To carry out their duties, the most important skill for a client service associate to have is communication skills. Their role and responsibilities require that "customer service representatives must be able to provide clear information in writing, by phone, or in person." Client service associates often use communication skills in their day-to-day job, as shown by this real resume: "coordinated and prepared internal and external communication including daily mail, email, phone calls and inquiries. "
Customer-service skills. client service associates are also known for customer-service skills, which are critical to their duties. You can see how this skill relates to client service associate responsibilities, because "representatives help companies retain customers by professionally answering questions and helping to resolve complaints." A client service associate resume example shows how customer-service skills is used in the workplace: "involved in data entry of customer info and handling of day-to-day activities in the bank such as cash shipments. "
Interpersonal skills. For certain client service associate responsibilities to be completed, the job requires competence in "interpersonal skills." The day-to-day duties of a client service associate rely on this skill, as "representatives should be able to create positive interactions with customers." For example, this snippet was taken directly from a resume about how this skill applies to what client service associates do: "demonstrated excellent interpersonal skills working with internal and external partners. "
Listening skills. A commonly-found skill in client service associate job descriptions, "listening skills" is essential to what client service associates do. Client service associate responsibilities rely on this skill because "representatives must listen carefully to ensure that they understand customers in order to assist them." You can also see how client service associate duties rely on listening skills in this resume example: "communicated with client financial staff regarding banking issues, including stop payments, voids, premium refunds, ach/eft wire transfers. "
Patience. Lastly, "patience" is an important element of what a client service associate does. Client service associate responsibilities require this skill because "representatives should be patient and polite, especially when interacting with dissatisfied customers." This resume example highlights how client service associate duties rely on this skill: "combined patience and determination to troubleshoot and resolve client issues. "
The three companies that hire the most client service associates are:
- Morgan Stanley542 client service associates jobs
- Raymond James Financial106 client service associates jobs
- JPMorgan Chase & Co.68 client service associates jobs
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Compare different client service associates
Client service associate vs. Associate, member services
An associate member services worker is responsible for supporting the operations of an organization and assisting in customer service activities. Member service associates perform various administrative and clerical duties as needed and coordinate related membership communications. They generate reports and update membership information on the database, ensuring the timely release of all announcements and services offered by the organization. They process transactions, create membership contracts, and provide a detailed explanation of membership fees and benefits. An associate member service also manages membership application requests and evaluates eligibility.
While similarities exist, there are also some differences between client service associates and associate, member services. For instance, client service associate responsibilities require skills such as "client service," "client relationships," "exceptional client," and "cash management." Whereas a associate, member services is skilled in "address changes," "quality customer service," "member service," and "front desk." This is part of what separates the two careers.
Associates, member services really shine in the government industry with an average salary of $52,794. Comparatively, client service associates tend to make the most money in the finance industry with an average salary of $56,728.associates, member services tend to reach similar levels of education than client service associates. In fact, associates, member services are 2.1% less likely to graduate with a Master's Degree and 0.5% more likely to have a Doctoral Degree.Client service associate vs. Sales associate and customer service
Sales and customer service associates are employees who are responsible for closing out sales deals and attending to customer needs. They are in charge of selling company goods and services to potential clients, often citing the common needs of prospective clients to ensure sales. They also handle customer inquiries and complaints and try their best to mitigate any problems that would arise. They are expected to be experts on company products to ensure that they can provide the best service to customers. Sales and customer service associates should have strong interpersonal skills, customer service skills, and communication skills.
While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that client service associate responsibilities requires skills like "client service," "client relationships," "exceptional client," and "cash management." But a sales associate and customer service might use other skills in their typical duties, such as, "plumbing," "sales associates," "booking," and "math."
Sales associate and customer services earn a lower average salary than client service associates. But sales associate and customer services earn the highest pay in the manufacturing industry, with an average salary of $30,394. Additionally, client service associates earn the highest salaries in the finance with average pay of $56,728 annually.In general, sales associate and customer services achieve similar levels of education than client service associates. They're 4.5% less likely to obtain a Master's Degree while being 0.5% less likely to earn a Doctoral Degree.Client service associate vs. Associate customer service representative
An associate customer service representative is responsible for providing high customer service by assisting customers on their inquiries and concerns, as well as resolving and escalating high-level complaints to the supervisor or tenured customer service representative. Associate customer service representatives also process orders and payments from the customers, replacing defective items, and issuing refunds as needed. They must have excellent communication and organizational skills, especially on handling data processing procedures to the database for reference to customer concerns.
The required skills of the two careers differ considerably. For example, client service associates are more likely to have skills like "client service," "client relationships," "exceptional client," and "cash management." But a associate customer service representative is more likely to have skills like "outbound calls," "customer complaints," "customer satisfaction," and "sales floor."
Associate customer service representatives earn the highest salary when working in the finance industry, where they receive an average salary of $37,473. Comparatively, client service associates have the highest earning potential in the finance industry, with an average salary of $56,728.associate customer service representatives typically earn similar educational levels compared to client service associates. Specifically, they're 4.0% less likely to graduate with a Master's Degree, and 0.4% less likely to earn a Doctoral Degree.Client service associate vs. Client relations specialist
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.
Types of client service associate
Updated January 8, 2025
