Client Associate Resume Example & Writing Guide

Client Associate Resume Example
Ace your job search with our Client Associate resume example and writing guide. Get the best tips and techniques to impress potential employers.
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Client Associate Resume Sample


Client Associate with 3 years of experience in providing excellent customer service and managing client relationships in the financial industry. Strong communication and problem-solving skills with a track record of exceeding performance goals.


  • Client Associate

    XYZ Financial Services, New York, NY

    June 2018 - Present

    • Provide exceptional customer service to clients, answering inquiries and resolving issues promptly
    • Collaborate with financial advisors to manage client relationships and develop personalized financial plans
    • Process client transactions, including trades, money transfers, and new account openings
    • Prepare and send client reports, including account summaries and performance updates
    • Maintain accurate client records and ensure compliance with industry regulations
    • Consistently meet or exceed performance metrics, including customer satisfaction ratings and sales targets
  • Customer Service Representative

    ABC Bank, Chicago, IL

    January 2017 - May 2018

    • Assisted customers with account inquiries, transactions, and problem resolution
    • Sold bank products and services, including credit cards and loans
    • Managed customer complaints and escalated issues to management when necessary
    • Cross-trained in different departments to provide backup support and gain knowledge of other areas of the bank
    • Consistently met or exceeded sales and customer satisfaction goals


  • Bachelor of Science in Finance

    University of Michigan, Ann Arbor, MI

    August 2013 - May 2017

Expert Tip

Use Action Verbs

Start your bullet points with action verbs like 'led', 'managed', 'developed', etc. This helps highlight your skills and abilities in an energetic and straightforward way.

Client Associate Resume Writing Guide


When it comes to writing a Client Associate resume, it's crucial to showcase your skills and experience in a clear and concise manner. Employers will be looking for specific qualifications and attributes that match their needs, so crafting a tailored resume is key. Here are some tips to help you create a professional and effective Client Associate resume.


The format of your Client Associate resume should be clean, simple and easy to read. Use bullet points to list your achievements and responsibilities, and make sure to highlight your relevant experience and skills. Use clear headings and subheadings to categorize the information and make it easy for employers to skim through.

Objective Statement

Start your resume with a clear and concise objective statement that summarizes your career goals and how you plan to contribute to the company. This statement should be tailored to the specific job you're applying for and demonstrate your enthusiasm and passion for the role.


Your experience section should list your previous roles in reverse chronological order, starting with your most recent position. For each job, list the company name, your job title, your responsibilities, and your achievements. Use specific examples and quantify your accomplishments whenever possible. This will help to showcase your skills and experience to potential employers.

  • List your roles in reverse chronological order
  • Include company name, job title, responsibilities, and accomplishments
  • Be specific and quantify your achievements


Your skills section should highlight your technical and interpersonal abilities that are relevant to the Client Associate role. Include both hard and soft skills, such as communication, problem-solving, data analysis, and customer service. Make sure to match your skills to the job description and use examples to demonstrate your proficiency.

  • List technical and interpersonal skills relevant to the Client Associate role
  • Incorporate both hard and soft skills
  • Match your skills to the job description
  • Use examples to demonstrate proficiency


List your educational qualifications, including your degree, major, and any relevant coursework. If you've obtained any certifications or licenses, make sure to include those as well. List them in reverse chronological order, starting with your most recent degree or certification.

  • List educational qualifications, degree, major, and relevant coursework
  • Incorporate any certifications or licenses obtained
  • List in reverse chronological order

Final Thoughts

Your Client Associate resume should be tailored to the specific job you're applying for and highlight your skills and experience in a clear and concise manner. Use a simple and easy-to-read format, and incorporate relevant examples to demonstrate your proficiency. With these tips, you'll be well on your way to creating a strong Client Associate resume that will catch the attention of potential employers.

Common Resume Writing Mistake

Ignoring Gaps in Employment

Unexplained employment gaps can raise red flags for employers. Be sure to explain these gaps in a cover letter or during the interview process.

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