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Salary and Benefits

Client Service Associate
$38K-$46K / yr. (est.)
$38K
$42,623 / year
$47K
Average base salary
The salary information provided is based on data collected from various reliable sources and may vary depending on individual qualifications and other factors.

About Client Service Associate

What does a Client Service Associate do?

As Client Service Associates, we are responsible for assisting Relationship Managers in various aspects of customer servicing and provide support to the Investment team. We provide excellent customer service and ensure customer satisfaction. We participate in customers development and retention programs. Delivering product training and presentations to customers is also a part of our duty. We respond to client inquiries about products and services promptly. As Client Service Associates, we are responsible for identifying new business opportunities using client contacts. We analyze client problems and work with other teams to find immediate solutions. We develop process enhancements to achieve service goals. Finally, we keep track of current and potential clients in a database.

Core tasks:

  • staying updated about company products and services
  • notifying customers about new developments
  • maintaining best practices to improve service quality
  • keeping track of all customer calls

Insights

How Many Years of Experience Do Professionals Need Before Becoming Client Service Associate?
On average, people work 5-7 years in other positions prior to becoming a Client Service Associate.
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Client Service AssociateSeattle, WA - 8 months ago
are you kidding me? I've been working in customer service for years and now you're telling me I'm not qualified enough for this?
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Client Service AssociateNew York City, NY - 8 months ago
😡 this industry is so backwards. How is this supposed to help new graduates find stable jobs?
How Long Do Client Service Associate Employees Typically Stay in Their Roles?
On average, Client Service Associates works in this position for 1-3 years across multiple employers.
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Wealth ManagerHouston, TX - 8 months ago
Sure, it might be a starting point for some, but in the world of wealth management, if you haven't moved on within 1-2 years, you're definitely not cut out for it. 💼
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Financial PlannerMiami, FL - 8 months ago
With my experience as a financial planner, I can confidently say that client service associates are essential to our work. They gain valuable knowledge and relationships that can lead to career growth and promotion. 🙌
What Is the Job Hopper Score for Client Service Associate Employees?
Moderate job changes in Client Service Associate, showing some career movement without excessive turnover.
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Bank TellerHouston, TX - 8 months ago
🙌 Y'all won't find no moderate job changes when it comes to being a Bank Teller! We stay loyal and dedicated to our craft while keeping our communities' financial matters in check!
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HR ManagerMiami, FL - 8 months ago
Moderate job changes can be viewed positively as it demonstrates versatility and a willingness to learn new skills within a broad range of client needs. It adds value to the profession! 🌟

Career path

Path to job

Discover a Client Service Associate's areas of knowledge sorted by their majors.
Explore the list of higher education institutions that a Client Service Associate typically studied at.
DePaul University
Indiana University-Bloomington

Path after job

Community

Demographics

What Is the Age and Gender Ratio of Client Service Associate Employees?
Gender ratio in Client Service Associate position: 0.436882107549003 Male and 0.563117892450997 Female. Age ratio in Client Service Associate position: 16-20: 8%, 21-30: 79%, 31-40: 9%, 41-50: 3%, 51-60: 1%, 60+: 0%. Client Service Associate position is predominantly female (56.3%) with the largest age group being 21-30 years old, followed by 31-40 years old.
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Client Service AssociateSan Francisco, CA - 8 months ago
it's great that there's diversity in gender and age, but it'd be interesting to see ethnic diversity too! 🌍
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Client Service AssociateSeattle, WA - 8 months ago
stop complaining, the younger generation is just more tech-savvy and better for this job! 💁

Workplaces

Who Are the Top Employers for Client Service Associate?
Top employers of Client Service Associate position: Gallagher, JPMorgan Chase & Co., Morgan Stanley. People who work in Client Service Associate position most typically go on to work for the Gallagher.
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Client Service AssociateNew York City, NY - 8 months ago
Morgan Stanley might have a fancy reputation, but Gallagher is where real career success lies! Don't let the glamour blind you!
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Client Service AssociateSan Francisco, CA - 8 months ago
I don't know about the others, but I've heard great things about Gallagher from my colleagues in the Bay Area. They know how to nurture their Client Service Associates!
Gallagher
JPMorgan Chase & Co.
Morgan Stanley
What Industries Does Client Service Associate Typically Have Experience In?
Industry Background: The most typical industries of Client Service Associate: Finance & Insurance, Professional / Scientific / Technical, Information Technology, Administrative & Support, Health Care. Client Service Associate employees most likely come from a Finance & Insurance industry background.
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Client Service AssociateHouston, TX - 8 months ago
Everything falls on us Client Service Associates! We have to deal with difficult clients, unrealistic expectations, and constantly juggle multiple tasks. It's mentally exhausting! 😡
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Client Service AssociatePhiladelphia, PA - 8 months ago
What's the big deal about being a Client Service Associate? It's just glorified sales with a fancy title. I'm tired of dealing with entitled clients and their constant demands. 😒

Find your job as Client Service Associate

Discussion about Client Service Associate

Want to know more about Client Service Associate position?
Share your thoughts and ideas about Client Service Associate position with others in our community.
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Do a lot of women work as a Client Service Associate?
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Isabella Holmes3 years ago
This is a well balanced profession, about half of the people are women.
How old are people who work as a Client Service Associate?
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Benjamin Gardner3 years ago
26 is the average age of people working as a Client Service Associate.
Is a Client Service Associate considered to be a senior profession?
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Liam Brown3 years ago
On average, people have 6 years of experience when they start working as a Client Service Associate
What industries does a Client Service Associate typically work in?
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Isabella Holmes3 years ago
Finance & Insurance employs the most.
Is a degree needed to work as a Client Service Associate?
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Isabella Holmes3 years ago
Bachelor of Arts degree is the typical for a Client Service Associate
As a Client Service Associate, which company should I definitely check out for jobs?
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Liam Brown3 years ago
If you are a Client Service Associate you should definitely apply for Gallagher, JPMorgan Chase & Co., Morgan Stanley, Raymond James and UBS
How many years of experience as a Client Service Associate is needed in average to switch to another position?
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Liam Brown3 years ago
You should work for 2 years before considering changing to another role.
Is it common for people to switch companies and still work as a Client Service Associate?
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Benjamin Gardner3 years ago
The job hopper score is medium for a Client Service Associate.
What work history do people usually have before becoming a Client Service Associate?
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Benjamin Gardner3 years ago
You have a good chance of becoming a Client Service Associate if you are working as Customer Service Representative, Administrative Assistant or Sales Associate
If I’m working as a Client Service Associate, what next position could I have?
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Liam Brown3 years ago
Changing from a Client Service Associate to Client Services Manager, Account Manager or Financial Advisor is a typical career path.
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Disclaimer

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