They also performed routine administrative tasks, such as typing, filing, and mail duty. In the past, successful brokers hired secretaries who sometimes opted to obtain a securities license, so that they could take simple orders if their boss was not available. The client service associate position has evolved, to the point that many of those who work in this capacity perform functions that go far beyond those of their predecessors. Most client service associates are paid a salary, but those with securities or insurance licenses may qualify for commissions and bonuses.Some brokerage firms require a client service associate to become registered for various securities licenses.Client service associates perform many tasks, including assisting clients with stock quotes, account balances, and account-related details.Client service associates are often the glue that holds an advisory business together.
