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Associate Client Advisor Jobs in Des Moines, IA (NOW HIRING)

Client Advisor Marsh is seeking a Client Advisor to support strategic clients within our transportation practice. This role is part of Marsh's US Affinity organization and will support our continued ...

New

Client Advisor Marsh is seeking a Client Advisor to support strategic clients within our transportation practice. This role is part of Marsh's US Affinity organization and will support our continued ...

New

Client Advisor Marsh is seeking a Client Advisor to support strategic clients within our transportation practice. This role is part of Marsh's US Affinity organization and will support our continued ...

New

Associate Wealth Advisor

West Des Moines, IA ยท On-site

$75K - $120K/yr

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Client Service Associate

Des Moines, IA ยท On-site

$55K - $65K/yr

The Role The Client Service Associate will assist in the relationship and management of client ... Support advising teams in all aspects of client relationship management, including client/household ...

Client Service Associate

Des Moines, IA ยท On-site

$55K - $65K/yr

The Role The Client Service Associate will assist in the relationship and management of client ... Support advising teams in all aspects of client relationship management, including client/household ...

Client Service Associate

Des Moines, IA ยท On-site

$55K - $65K/yr

The Role The Client Service Associate will assist in the relationship and management of client ... Support advising teams in all aspects of client relationship management, including client/household ...

Client Service Associate

Des Moines, IA ยท Hybrid

$55K - $65K/yr

The Role The Client Service Associate will assist in the relationship and management of client ... Support advising teams in all aspects of client relationship management, including client/household ...

Wealth Advisor

West Des Moines, IA ยท On-site

$75K - $120K/yr

Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications * Bachelor's degree ...

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Associate Client Advisor information

See Des Moines, IA salary details

$11

$25

$44

How much do associate client advisor jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate client advisor in Des Moines, IA is $25.31, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $29.09 per hour, depending on experience, location, and employer.

What is an associate client advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

What are the key skills and qualifications needed to thrive as an associate client advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that offers opportunities to develop client management, sales, and financial analysis skills. It can lead to advanced roles such as client advisor or financial planner with experience and certifications like the Series 7 or Series 63. The career is suitable for individuals interested in finance, customer service, and building long-term client relationships.

How does an associate client advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.
What are the most commonly searched types of Client Advisor jobs in Des Moines, IA? The most popular types of Client Advisor jobs in Des Moines, IA are:
Infographic showing various Associate Client Advisor job openings in Des Moines, IA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, and 7% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $52,643 per year, or $25.3 per hour.

Associate Client Advisor

Marsh & McLennan

Grimes, IA โ€ข On-site

Other

Medical, Retirement

Posted 3 days ago

New


Job description

Client Advisor

Marsh is seeking a Client Advisor to support strategic clients within our transportation practice. This role is part of Marsh's US Affinity organization and will support our continued growth across a broad commercial client base, including delivery and logistics providers, transportation-related businesses, marketplace operators, and emerging segments.

The successful candidate will bring insurance and client management experience, along with transportation industry insight, to help drive client growth, improve risk outcomes, and strengthen trusted relationships. This role requires executive presence, strong program management skills, the ability to work independently, and the flexibility to adapt to changing priorities in support of Marsh's highest-priority strategic initiatives.

If you are seeking an opportunity to join a collaborative and entrepreneurial team committed to helping clients navigate risk and realize what is possible, we encourage you to apply.

This is a hybrid role that requires working in the office for three days per week.

We will count on you to:

  • Act as a trusted advisor to Affinity clients and help ensure insurance programs deliver value through risk mitigation, operational resilience, and business impact.
  • Build strong relationships with client stakeholders and manage escalated issues promptly to support retention and satisfaction.
  • Apply knowledge of commercial risks and products, including auto and fleet liability, general liability, workers' compensation, property/real estate, inland marine/cargo, management liability, and other coverages as appropriate, to support client strategy and program design.
  • Lead end-to-end program and project execution for assigned accounts and initiatives, including scoping requirements, building project plans and timelines, coordinating cross-functional deliverables, managing risks and issues, and ensuring high-quality implementation and renewal.
  • Work closely with sales, servicing, compliance, legal, marketing, placement, claims, technology, and other teams to meet revenue and client service goals.
  • Develop a strong understanding of client needs, market dynamics, and competitive trends within the transportation segment.
  • Partner with internal and external teams to refine client strategies and deliver solutions that respond to changing customer needs and business objectives.
  • Measure client success using disciplined, business-focused metrics and ongoing performance tracking.
  • Apply a systems-thinking approach to connect client needs, operational processes, technology, service delivery, and risk solutions across the broader business.

What you need to have:

  • Bachelor's degree required.
  • Insurance industry experience required, i.e., underwriting, brokerage, commercial lines, product management, or client management.
  • 5+ years of experience in managing client relationships, preferably in transportation or commercial insurance.
  • Strong project management and program execution skills.
  • Strong communication, presentation, and interpersonal skills, the ability to influence internal and external stakeholders at multiple levels.
  • Strong analytical, problem-solving, and critical thinking skills.
  • Ability to work independently, manage multiple priorities, and collaborate across teams while adapting quickly to changing scope, priorities, and business needs.
  • Customer-centric mindset.
  • Systems-thinking mindset with the ability to connect operational, client, and business considerations into practical solutions.
  • Ability to support strategic initiatives with minimal supervision and strong accountability.

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@marsh.com. The applicable base salary range for this role is $68,100 to $145,100.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Applications will be accepted until: November 9, 2026