What Is a Client Service Associate?

A client service associate handles dealings with clients of an investment business. The associate works with clients and refers them to the appropriate staff member when the associate cannot perform the client's request.

Types

Client service associates work in the financial industry. They usually work for investment firms and banks. Any company performing investment services typically employs client service associates.

Duties

A client service associate prepares paperwork for meetings with clients. He also performs research, if needed, and completes applications. The associate takes calls from clients and refers the calls to the appropriate individuals. She also returns clients' phone calls and emails.

Requirements

Companies hiring client service associates have specific requirements for the position. Most companies require an associate to have a bachelor's degree or higher and at least two years of experience in the financial industry. An associate also needs great oral skills because the majority of the job involves talking with clients.

References

• GV Financial: Client Service Associate
• Burton/Enright: Job Description - Client Service Associate