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Client Associate Job Description

What does a Client Associate do?

A Client Associate is a professional who works in the financial industry and is responsible for assisting clients. Typical duties may include managing client relationships, responding to inquiries and concerns, preparing reports, and assisting with various administrative tasks. They are responsible for ensuring that clients’ needs are met and that they are satisfied with the services provided. Additionally, they work closely with other members of their team to ensure that company goals are met and that deadlines are adhered to. Strong communication and analytical skills, as well as a keen attention to detail, are essential for success in this role.

Our Client Associate job description includes the Client Associate responsibilities, duties, skills, education, qualifications, and experience.

Client Associate Example

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If you need an example job description for a Client Associate download the one below, alternatively we have many other Finance job description samples and a job description library with over 3000 job descriptions templates that you can download for free.

What does a Client Associate do?

A Client Associate is responsible for providing exceptional customer service to clients and potential clients of an organisation. They are required to develop and maintain relationships in order to meet customer needs and requirements. Duties may include responding to customer inquiries, providing product and service information, processing orders and payments, resolving customer complaints, and maintaining customer records. The Client Associate must be a highly organised individual with excellent communication and interpersonal skills.

Client Associate Role Purpose

The purpose of a Client Associate job role is to provide excellent customer service and support to clients of a company. This could involve handling customer enquiries, providing advice and guidance, processing orders, and dealing with customer complaints and feedback. The Client Associate is responsible for building strong relationships with clients and ensuring their needs are met. They may also be involved in maintaining client records and providing administrative support.

Client Associate Role

Client Associate is a professional role in which an individual provides administrative and customer service support to a company’s clients. Responsibilities typically include handling client inquiries, responding to requests and complaints, and assisting with promotional activities. Client Associates must be knowledgeable about the company’s products and services and have excellent communication and interpersonal skills.

Client Associate Duties

  • Provide customer service to clients
  • Build and maintain client relationships
  • Assist with marketing and sales efforts
  • Respond to customer inquiries and requests
  • Perform administrative tasks

Client Associate Requirements

  • Excellent communication and interpersonal skills
  • Strong customer service orientation
  • Proven ability to work in a team environment
  • Good organisational and problem-solving skills
  • Ability to work to deadlines

Client Associate Skills

  • Excellent communication skills
  • Customer service experience
  • Strong organisational and administrative skills
  • Ability to work independently

Client Associate Personal Traits

  • Excellent organisational and communication skills
  • Strong customer service ethos
  • Ability to work in a fast-paced environment
  • Ability to work independently and as part of a team

How to write a Client Associate Job Advert

Use our job advert template to write a job advert for posting on job sites and job boards. Our job advertising templates are carefully created to help you reach your audience and beat the competition to the best talent.

A job description informs the reader about a job, whereas a job advert’s main objective is to sell the job opportunity to attract as many suitable applicants possible. A job advert maybe the first touch-point a candidate has with your company so it is important to create a great impression.

Job Advertisements should enticing, so considering using short, exciting language which get the reader’s attention.

How to write a Client Associate Job Description

To write a job description, we recommend starting with a job description template from our job description library, which contains examples for 800+ positions and professions. Our job description examples include a job summary with duties and responsibilities and skills and requirements, which can be personalised for your job vacancy.

Job Description Advice - Guidance on How to Personalise a Client Associate Job Specification

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

Job Description Tips - Help on formatting a Client Associate Job Specification

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company's culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.

How to Hire a Client Associate

Once you have selected your Job Description download it or convert it to a Job Advert. From here you can post/advertise your job across our network of job boards. If you wish to use the job description for a CV Template click through for advice and Convert to a CV

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