Client Associate

Client Associate Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Client Associate job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

Choose a category
  • Investments
  • Financial Services
  • Wealth Management
  • Trading
  • Finance
  • Mutual Funds
  • Retirement Planning
  • Uniform Combined State Law
  • Securities
  • Financial Analysis
  • Client Services
  • Portfolio Management
  • Banking
  • Equities
  • Client Relations
  • Asset Allocation
  • Hold Series 7
  • Financial Planning
  • Securities Regulation
  •   Show full list

Resume Skills: Software

  • MS Excel
  • MS PowerPoint
  • Bloomberg Terminal
  • QuickBooks
  • Hyperion
  • SAP
  • SAS
  • Goldensource
  • SQL
  • Tableau

Resume Skills: Financial Analysis

  • Financial Reporting
  • Risk Management
  • Forecasting
  • Quantitative Analysis
  • Financial Modeling
  • Cash Flow Analysis
  • Quantitative Modeling
  • Stress Testing
  • Portfolio Optimization
  • ROE Projection
  • Risk Analysis
  • Return Analysis

Resume Skills: Regulatory compliance

  • Sarbanes-Oxley Act (SOX)
  • Dodd–Frank Wall Street Reform
  • FRB
  • CFPB Compliance

Resume Skills: Technical Tools

  • Salesforce
  • Hubspot
  • Asana
  • Zendesk
  • Google Analytics

Resume Skills: Digital Marketing

  • SEO
  • SEM
  • Content Marketing
  • Social Media Marketing
  • Email Marketing

Resume Skills: Language

  • English
  • Spanish

Resume Skills: Certification

  • Certified Professional in Customer Service (CPCS)
  • Certified Inside Sales Professional (CISP)

Resume Skills: Compliance

  • Basel III
  • Dodd-Frank
  • Volcker Rule
  • Risk Appetite Statement
  • Loan-to-Value Ratios
  • EU and U.S. AML Regulations

Resume Skills: Investment Strategies

  • ETFs
  • Mutual Funds
  • Fixed Income
  • Equity Research
  • Asset Allocation
  • Hedge Fund Investments
  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Sample Client Associate Resume: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Choose a template
Your Name
Client Associate
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE January 2022 - Present
Senior Client Associate
Swiftly promoted to Senior Client Associate just after a year by managing a high-net-worth client portfolio effectively, leading to a 10% growth in client assets.
Blazed asset allocation strategy, delivering an average of 8% increased annual returns by leveraging advanced financial analysis methods.
Deployed for managing client interactions, leading to a 15% improvement in client satisfaction rates.
Demonstrated expertise in financial planning and wealth management, resulting in comprehensive financial strategies that maximized Returns on Investment by 20%.
Excelled in adherence to securities regulations and Uniform Combined State Law thereby ensuring 100% compliance and zero regulatory infractions.
Resume Worded March 2019 - December 2021
Client Associate
Developed and sustained client relationships that led to a 30% increase in referred business, boosting portfolio size.
Managed a diversified portfolio of equities, mutual funds, and bonds, outperforming market benchmark by 12%.
Advised 50+ clients on retirement planning, contributing to a 15% client retention rate due to effective financial strategies.
Resume Worded Institute August 2019
Master of Business Administration (MBA)
Specialization in Customer Relationship Management
Resume Worded Academic Center May 2017
Bachelor of Science in Marketing
Minor in Digital Communication
Dean's list 2017 (Top 10% of the class)
Technical Tools: Salesforce, Hubspot, Asana, Zendesk, Google Analytics
Digital Marketing: SEO, SEM, Content Marketing, Social Media Marketing, Email Marketing
Language: English (Native), Spanish (Conversational)
Certification: Certified Professional in Customer Service (CPCS), Certified Inside Sales Professional (CISP)
Awards: 2019 Dispatcher of the year, Resume Worded, recognized for excellent customer-centric initiatives.
Volunteering: Marketing advisor, Local Non-Profit Agency, assisted in promoting awareness campaigns.
Courses: Advanced Course in Data Visualization, 2023.
Projects: Successfully led a team to improve customer retention by 20% within the company.
Your Name
Financial Advisor
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded February 2021 - Present
Senior Financial Advisor
Architected wealth management strategies for 10+ high-net-worth clients growing portfolios by over $2M.
Implemented a custom portfolio management strategy, increasing annual returns by 7%.
Leveraged to streamline the client management process delivering a 20% improvement in efficiency.
Monitored the securities regulations and Uniform Combined State Law, resulting in zero fines from regulatory authorities.
Expanded the client base by 40% by providing astute financial advisory services.
Devised effective financial planning schemes ensuring 10% above average client retirement readiness.
JPMorgan Chase May 2017 - January 2021
Financial Advisor
Elevated clients' average investment returns by 15% through proficient trading and investments management.
Crafted a structured asset allocation model providing a 10% gain in diversified risk-adjusted returns.
Enhanced client services framework resulting in a 22% growth in client satisfaction scores.
Resume Worded Institute December 2020
Chartered Financial Analyst (CFA) - Level III
Achieved Level III during tenure at JPMorgan Chase, reflecting commitment to professional development.
Resume Worded University May 2017
Master of Business Administration - Finance
Concentration in Finance and Investment Banking
Graduated Cum Laude
Financial Analysis: Financial Reporting, Risk Management, Forecasting, Quantitative Analysis, Financial Modeling, Cash Flow Analysis
Software: MS Excel (Advanced), MS PowerPoint, Bloomberg Terminal, QuickBooks, Hyperion, SAP
Regulatory compliance: Sarbanes-Oxley Act (SOX), Dodd–Frank Wall Street Reform, FRB, CFPB Compliance
Certifications: Certified Financial Planner (CFP), Certification in Risk Management Assurance (CRMA), Series 65 License
Professional Development: Attended annual finance industry conferences and workshops, 2018-2021
Volunteering: Active member of local community finance education initiative, teaching basic personal finance concepts to high school students
Your Name
Portfolio Analyst
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE October 2019 - Present
Senior Portfolio Analyst
Maintained performance oversight for $500M of assets, resulting in a 12% uptick in portfolio performance.
Propelled effective financial planning leading to the retention of 90% of the client base.
Enforced strict compliance to securities regulations and Uniform Combined State Law, resulting in zero regulatory infractions.
Administered to optimize client portfolio management, enhancing task efficiency by 20%.
Conceptualized and executed portfolio rebalancing strategies resulting in 15% improved risk-adjusted returns.
Bank of America January 2016 - September 2019
Portfolio Analyst
Excelled in managing a $200M client portfolio, yielding an average annual return of 11%.
Directed mutual fund selections for client portfolios, leading to a 20% surge in overall client portfolio performance.
Established and magnified strong client relations, leading to a 40% increase in client retention rate.
Resume Worded University January 2018 - December 2019
Master of Business Administration (MBA) - Finance
Concentration in Investment Banking. GPA: 3.9/4.0
Resume Worded University August 2012 - May 2016
Bachelor of Science in Finance
Minor in Business Administration
Dean's List 2014 - 2016
Financial Analysis: Quantitative Modeling, Stress Testing, Portfolio Optimization, ROE Projection, Risk Analysis, Return Analysis
Finance Software: Bloomberg Terminal, SAS, MS Excel (Advanced), Goldensource, SQL, Tableau
Compliance: Basel III, Dodd-Frank, Volcker Rule, Risk Appetite Statement, Loan-to-Value Ratios, EU and U.S. AML Regulations
Investment Strategies: ETFs, Mutual Funds, Fixed Income, Equity Research, Asset Allocation, Hedge Fund Investments
Certifications: Certified Financial Risk Manager (FRM), Chartered Financial Analyst (CFA) Level II
Training: Completed courses in Financial Econometrics, Corporate Finance, Derivative Pricing
Memberships: Member of Global Association of Risk Professionals (GARP), National Association of Securities Dealers (NASD)
Projects: Successfully managed a $1M University endowment fund as part of MBA project

Compare Your Resume To These Client Associate Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

How do I add skills to a Client Associate resume?

Review the job posting closely.

Go through the Client Associate posting you're applying to, and identify hard skills the company is looking for. For example, skills like Financial Services, Mutual Funds and Uniform Combined State Law are possible skills. These are skills you should try to include on your resume.

Add industry skills like Trading and Investments.

Add other common skills from your industry - such as Finance, Retirement Planning and Wealth Management - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Financial Planning, Securities and Client Services - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Use the exact job title.

Try to add the exact job title, Client Associate, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Client Associate Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Client Associate job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Client Associate Skills and Keywords to Include On Your Resume

Get your Resume Instantly Checked, For Free

Upload your resume and we'll spot the issues in it before an actual Client Associate recruiter sees it. For free.

Client Associate Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example
Operations Associate (Entry Level Operations Manager)

Resume Example
Sales Associate / Retail Salesperson

Resume Example
Regulatory Affairs Associate (Entry Level)

Resume Example
Sales Associate / Retail Salesperson

Resume Example
Sales Associate / Retail Salesperson

Resume Example
Operations Associate (Entry Level Operations Manager)

Browse Skills from Similar Jobs

Frequently Asked Questions

What skills do hiring managers want to see on a Client Associate resume?

Some effective Client Associate skills you can add to your resume include:

  • Investments
  • Financial Services
  • Wealth Management
  • Trading
  • Finance
  • Mutual Funds
  • Retirement Planning
  • Uniform Combined State Law

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

© 2023 Resume Worded. All rights reserved.