What does a Client Service Associate do?
Client representatives provide customer service and assistance, often interacting with the customer by phone or using an online platform. They offer product or service recommendations, suggest solutions, and assist with troubleshooting or issue resolution. They may also help with processing orders, requesting tech support, or scheduling repairs or appointments. Representatives may also be responsible for sales and expected to meet sales-related quotas.
Client representatives typically have at least a high school diploma, although those with a college degree or business school diploma may be offered a higher starting wage. These roles require patience, excellent communication skills, and a passion for customer service. Must be comfortable with technology, including email and chat tools, along with data entry programs. These representatives must be able to work effectively in stressful situations.
- Manage account opening process for new and existing clients.
- Assist financial advisors with marketing efforts including seminars, etc.
- Ensure all client review materials are in place and completed.
- Serve as the first point of contact for clients or prospects.
- Promote and cross-sell products and services appropriate to client needs.
- Evaluate the customer objective and suggest alternatives and recommendations.
- Develop, coach, and motivate CSRs to achieve departmental goals.
- Assist with portfolio rebalancing (document preparation, money movements).
- Maintain databases and creates reports using portfolio software programs.
- Follow established policies, practices and procedures and provide feedback for improvements.
- The client support associate is responsible for the daily support of our clients.
- Place holds on accounts for uncollected funds in accordance with regulations.
- Make plans where appropriate to adapt control processes and procedures.
- Participate in case reviews, consulting with the team to evaluate the client's needs and plan for continuing services.
- Adhere to the department policies and procedures for client requests.
- Adhere to all bank and regulatory requirements and participate in required training.
- Process and follow up on client documentation for proper maintenance of accounts.
- Able to work independently.
- Strong command of English language and good communication skills.
- Advanced email management abilities.
- Strong leadership, time management, and problem solving skills.
- Comfortable working with a variety of common operating systems.
Client Service Associate Career Path
Learn how to become a Client Service Associate, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.
Average Years of Experience
Client Service Associate Insights
“Stryde Mngt does a great job of really identifying goals and helping you achieve them.”
“Lots of opportunities including mobility and it is not frowned upon it is highly encouraged.”
“You an opportunity to really learn about the industry and pay for your training and licenses.”
“I felt that my time at Coleman Research was great in terms of a first entry”
“Good stepping stone for an actual career (especially when you don't know what you want to do after)”
“Only worked here 2 months and can already tell this was one of the best companies I could have started my financial planning career with!”
“In terms of the work... there is no freedom add in your own ideas.”
“Not many opportunities to explore outside of your role unless you want to be in sales as a financial advisor.”
Client Service Associate Interviews
Frequently asked questions about the role and responsibilities of a Client Service Associate
- Sales Representative
- Sales Manager
- Technical Project Manager
- Program Manager