Client Associate Job Description Template

The role of a Client Associate is a vital position within the finance industry. Client Associates play an essential role in ensuring the smooth functioning of financial firms by providing clients with excellent service and support. They are responsible for supporting financial advisors and assisting in their daily client interactions. This job description template outlines the key responsibilities, qualifications, and skills required for this important role.

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A client associate is responsible for providing administrative and operational support to financial advisors and clients. The individual must have excellent organizational and communication skills to ensure that client needs are met efficiently.


  • Assist financial advisors in managing and servicing client accounts
  • Respond to client requests and inquiries in a timely manner
  • Arrange client meetings and prepare necessary documentation
  • Maintain accurate client records and update client information as needed
  • Execute client trades and transactions in accordance with advisor instructions
  • Monitor client account activity and report any irregularities to advisors
  • Collaborate with other team members to meet overall business goals


Education and Experience

  • Bachelor's degree in finance, business or a related field
  • 1-2 years of experience in the financial services industry is preferred

Skills and Knowledge

  • Excellent communication and customer service skills
  • Strong organizational and time management abilities
  • Attention to detail and accuracy in data entry and record keeping
  • Ability to work independently and as part of a team
  • Proficiency in Microsoft Office Suite and other financial software

Work Environment

The client associate works in a fast-paced office environment, interacting with financial advisors and clients on a daily basis. The individual may be required to work overtime during peak business periods.


Are you looking for a reliable and customer-oriented Client Associate to join your team? Finding the right person for the job can be challenging, especially when there are a lot of applicants who do not meet the required qualifications. In this article, you will learn how to create an effective Client Associate job posting that can attract the best candidates.

Job Responsibilities

The first thing you need to do is to clearly define the job responsibilities of your Client Associate. What will he/she be doing on a day-to-day basis? Here are some examples:

  • Answering phone calls and responding to emails
  • Providing excellent customer service to clients
  • Updating client accounts and records
  • Scheduling appointments with clients
  • Handling client inquiries and complaints
  • Assisting with administrative tasks as needed

Make sure that your job responsibilities are specific and relevant to the role of a Client Associate.

Qualifications and Requirements

Next, you need to list down the qualifications and requirements that your ideal Client Associate should possess. Here are some examples:

  • Bachelor's degree in Business Administration or related field
  • Experience in customer service or sales
  • Excellent communication and interpersonal skills
  • Proficiency in Microsoft Office and other computer applications
  • Ability to work under pressure and handle multiple tasks
  • Strong attention to detail and organization skills

Keep in mind that your qualifications and requirements should be realistic and achievable.

Company Culture and Benefits

Lastly, you need to showcase your company culture and the benefits of working with your team. This is an opportunity to set yourself apart from other companies and attract the best talent. Here are some examples:

  • A supportive and collaborative work environment
  • Ongoing training and development opportunities
  • Competitive salary and benefits package
  • Flexible working hours and work-from-home options
  • Employee recognition and appreciation programs
  • Opportunities for career growth and advancement

Highlight what makes your company a great place to work and why a potential candidate would want to join your team.


Creating a Client Associate job posting that stands out is crucial to attracting the right candidates. Be clear about the job responsibilities, qualifications and requirements, and company culture and benefits. With a strong job posting, you can attract and retain the best talent.

Frequently Asked Questions on Creating Client Associate Job Posting

As the demand for Client Associates continues to grow, more and more employers are looking for ways to attract top talent to their organization. However, creating a job posting that effectively highlights the responsibilities and requirements of the role can be challenging. To help employers in this process, we have compiled a list of frequently asked questions related to creating a job posting for a Client Associate position.

What are the key responsibilities of a Client Associate?

  • A Client Associate is responsible for building and maintaining strong relationships with clients.
  • They assist with the opening and maintenance of client accounts.
  • They communicate with clients regarding investment strategies and provide guidance on investment decisions.
  • They handle administrative tasks related to client accounts and transactions.
  • What skills and qualifications are required for a Client Associate?

  • A Bachelor’s degree in Business Administration, Finance, or a related field is typically required.
  • Strong communication skills and the ability to build relationships with clients.
  • Experience in the financial industry and knowledge of investment products and services.
  • Attention to detail and strong organizational skills.
  • Proficiency in Microsoft Office and other relevant software applications.
  • What should be included in a Client Associate job posting?

  • A job summary with an overview of the role and key responsibilities.
  • Requirements for education, experience and relevant skills.
  • The benefits and compensation package for the position.
  • Information about the company culture and work environment.
  • Contact information for applicants to apply for the role.
  • How can I make my Client Associate job posting stand out?

  • Highlight what sets your organization apart, such as unique benefits or work culture.
  • Use engaging language to convey your organization’s personality.
  • Highlight any training or professional development opportunities available to employees.
  • Include a call-to-action for interested candidates to apply.
  • Are there any legal requirements for a Client Associate job posting?

  • Job postings should not include discriminatory language or violate any employment laws.
  • Employers must ensure that all applicants are evaluated based on the job requirements and not based on any protected characteristics such as race, gender, or age.
  • Creating a successful job posting for a Client Associate position can help attract the right candidates to your organization. By following these guidelines and answering these frequently asked questions, you can create a job posting that effectively communicates the responsibilities and requirements of the role.

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