Client Associate

Generated by AI
5%
AI Impact
Tasks
1,358
AIs
12,185
Generated by ChatGPT

A Client Associate serves as the primary point of contact between clients and their financial advisor. They are responsible for managing client relationships, resolving customer issues, and providing support to advisors in day-to-day operations.

Excellent communication and organizational skills are crucial for success in this role.

Tasks

#
Task
AI Impact
AIs
3
Team information sharing
95%
1
10
Career development
90%
31
11
Workflow automation
85%
43
16
Customer support
85%
187
29
Customer feedback analysis
80%
25
30
Conversation support
80%
32
33
Chatbots
80%
200
39
Text optimization
75%
27
47
Conversation management
75%
41
49
Call length prediction
75%
1
58
User experience analysis
70%
27
80
LinkedIn messages
70%
3
82
Humanizing AI text
70%
3
88
Email outreach
70%
25
89
Discord support tickets
70%
1
96
Conversational avatars
70%
83
98
ChatGPT for Whatsapp & Telegram
70%
1
101
ChatGPT
70%
160
105
Speech to text
65%
30
106
Search engine and chatbot
65%
1
110
Resume optimization
65%
92
111
Productivity
65%
66
113
Empathetic conversations
65%
42
115
Communication improvement
65%
29
127
Travel accomodation reviews
60%
1
131
Shopping assistance
60%
69
132
Resume analysis
60%
26
134
Q&A
60%
36
135
Prompts
60%
57
137
Product descriptions
60%
42
139
Personal development
60%
81
145
Learning
60%
155
153
Document management
60%
24
156
Customer engagement
60%
61
162
Chatbot for WhatApp & Telegram
60%
1
166
Tech insights
55%
30
170
Idea generation
55%
40
172
Data analysis
55%
181
173
AI generated content search tool
55%
1
184
Sales
50%
81
187
Q&A & social media posts
50%
1
190
Meetings
50%
38
192
Job recruitment
50%
75
197
Customer leads
50%
36
199
Copywriting
50%
32
204
ChatGPT for teams
50%
1
205
ChatGPT for Medium
50%
1
220
Image searching with facial recognition
45%
1
221
Grammar checking
45%
27
223
Email writing
45%
69
227
ChatGPT for Whatsapp in Italian
45%
1
229
Sarcastic conversations
43%
29
233
Voice message transcription
40%
1
246
Product management
40%
27
255
Fashion advice
40%
65
257
Fact checking
40%
30
261
Content generation in Slack
40%
1
263
ChatGPT on Mac
40%
29
266
Business consulting
40%
43
272
Travel social network
35%
1
273
Travel recommendations
35%
28
274
Social media management
35%
49
284
Linkedin posts
35%
42
295
Decision making
35%
31
311
Website optimization
30%
48
313
Vocabulary improvement
30%
33
317
User interfaces
30%
24
323
Text humanization
30%
39
327
Task automation
30%
102
351
Landing pages
30%
25
365
Flashcards
30%
34
366
Financial management
30%
38
367
Emotional support
30%
82
377
Cover letters
30%
56
403
Social media posts
25%
39
410
Prompt generation
25%
56
414
Product listing optimization
25%
21
422
Large Language Models
25%
27
427
Interview preparation
25%
124
435
Conversations with Luke Wroblewski
25%
1
443
Career advice
25%
52
445
Business intelligence
25%
27
451
Writing
20%
217
463
Startup advice
20%
83
472
Sales coaching
20%
28
476
Quizzes
20%
40
481
Prompt optimization
20%
93
487
Presentation slides
20%
60
490
Official documents Q&A
20%
2
492
News to social media post
20%
1
495
Movies/TV shows recommendations
20%
15
499
Meeting summaries
20%
50
510
Learning management systems
20%
1
520
HR Q&A
20%
3
532
Document Q&A
20%
144
534
Database Q&A
20%
35
545
Coding help
20%
30
550
Chatting
20%
312
565
Audio transcription
20%
36
574
API Q&A
20%
4
579
AI content detection
20%
41
586
YouTube summaries
15%
59
589
YouTube comments summaries
15%
1
610
Text translation
15%
60
611
Text to Speech
15%
81
613
Text rewriting
15%
35
615
Tax advice
15%
28
618
Summaries
15%
68
621
Stock market analysis
15%
76
622
SQL queries
15%
42
627
Short videos
15%
35
629
Search engine
15%
35
636
Python data analysis
15%
1
645
Online courses
15%
35
649
News summaries
15%
38
650
Multilingual video generation
15%
1
651
Movie recommendations
15%
41
654
Mental health conversations
15%
28
656
Market research
15%
22
660
Japanese tech news summaries
15%
1
661
Invoice extraction from emails
15%
1
666
Image captions
15%
24
670
HackerNews test submissions
15%
1
682
Data visualization
15%
34
686
Conversations with yourself
15%
1
687
Conversational journaling
15%
28
694
ChatGPT on Jupyter notebooks
15%
1
703
Blogs
15%
29
704
AWS cloud savings
15%
1
709
Apps
15%
144
722
Youtube channel optimization
10%
27
726
Wikipedia Q&A
10%
2
749
Summary to image generation
10%
1
751
Storytelling game
10%
81
753
Story writing
10%
100
755
Startup ideas
10%
30
758
Spreadsheet tasks
10%
34
773
Relationship advice
10%
45
778
QR codes
10%
47
786
Project management
10%
50
793
Podcasts
10%
28
803
Nutritional advice
10%
39
806
Motivational coach
10%
33
824
Images
10%
27
834
Image generation
10%
439
835
Image descriptions
10%
24
844
Gift ideas
10%
90
847
Financial data analysis
10%
28
852
English lessons
10%
52
856
Domain name ideas
10%
26
871
Commit history analysis
10%
1
875
Chatting with avatars
10%
1
876
Chatting with a judge
10%
1
879
Character creation
10%
54
888
Book recommendations
10%
38
891
Blockchain Q&A
10%
9
899
Avatars
10%
149
902
Article writing
10%
39
915
Academic writing
10%
40
918
Stock earning transcripts
8%
1
926
Website building
5%
108
941
Tech/Finance news summaries
5%
2
949
SEO content
5%
220
955
Recipes
5%
55
960
Product images
5%
47
961
Product development
5%
35
966
Outfits
5%
27
987
GitHub summaries
5%
1
992
Financial advice
5%
101
1013
Crypto market analysis
5%
51
1015
Conversations with Warren Buffet
5%
1
1016
Conversations with Seth Godin
5%
1
1017
Conversations with Anime characters
5%
8
1018
Conversation with Lord Krishna
5%
1
1025
Chatting with historical figures
5%
37
1031
Business plans
5%
37
1045
Agents
5%
32
1046
Adventure game
5%
76
1047
Ads
5%
39
1049
Academic research
5%
55
12,185 AI tools
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