What does a Client Associate do?

Learn all about Client Associate duties, skills and much more. Get expert advice on how to become a Client Associate.

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Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 3 min read

A client associate is a professional who provides support to investment bankers and other financial professionals. They are responsible for a wide range of tasks, including preparing presentations and reports, conducting research, and providing administrative support. Client associates typically have a bachelor's degree in business or a related field.

Client Associate job duties include:

  • Act as the first point of contact with clients and provide them with assistance and information as needed
  • Handle customer inquiries and complaints in a professional and courteous manner
  • Maintain up-to-date knowledge of the company’s products and services
  • Keep track of customer interactions in the company’s database
  • Process customer orders and coordinate delivery or shipping
  • Follow up with customers to ensure satisfaction with products or services
  • Upsell additional products or services when appropriate
  • Generate sales reports as needed
  • Assist with marketing campaigns and promotional events
  • Perform administrative tasks as needed

Client Associate Job Requirements

A Client Associate is a professional who provides support to investment bankers and financial analysts. They typically have a bachelor's degree in business, economics, or a related field, and many firms require certification from the Association of Investment Banking Analysts. Client Associates must have excellent communication and interpersonal skills, as they will be working closely with clients and other members of the investment banking team. They must also be highly organized and detail-oriented, as they will be responsible for managing large amounts of data and information.

Client Associate Skills

  • Analytical skills
  • Proactive
  • Attention to detail
  • Flexible
  • Client-focused
  • Communication skills
  • Organizational skills
  • Team player
  • Multi-tasking
  • Problem solving
  • Stress management

Related: Top Client Associate Skills: Definition and Examples

How to become a Client Associate

A Client Associate is a professional who provides support to clients in the financial industry. They typically work in banks, investment firms, or accounting firms. Client Associates are responsible for a variety of tasks, including maintaining client relationships, providing customer service, and handling administrative duties.

If you’re interested in becoming a Client Associate, there are a few things you should do. First, earn a bachelor’s degree in business or a related field. This will give you the skills and knowledge you need to be successful in this role. Next, get experience working in customer service or another related field. This will help you develop the people skills necessary to succeed as a Client Associate. Finally, consider pursuing certification through the Institute of Certified Bankers or another organization. This will show potential employers that you’re serious about your career and committed to providing quality service to clients.

Related: Client Associate Resume Example

Related: Client Associate Interview Questions (With Example Answers)