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Client Account Associate Jobs in Fairfield, IA (NOW HIRING)

TEKsystems

Service Experience

Fairfield, IA

$18 - $1.8K/hr

... account information and distributions Communicate operational and financial industry policies and ... associates to improve procedures and templates to streamline processes Organize document ...

TEKsystems

Service Experience

Fairfield, IA

$18 - $1.8K/hr

... associates to improve procedures and templates to streamline processes Organize document ... Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off ...

nLeague

IT Field Support Specialist

Mount Pleasant, IA · On-site

On-site, 1200 E Washington St, Mount Pleasant, IA 52641 Client: IA DOM Duration: 03+ Months The ... Set up new user computer accounts and ensure appropriate access levels based on work location and ...

All JobsClient Account Associate JobsClient Account Associate Jobs in Fairfield, IA

Client Account Associate information

See Fairfield, IA salary details

$25.7K

$49.5K

$68K

How much do client account associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for client account associate in Fairfield, IA is $49,533.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $56,200.00 per year, depending on experience, location, and employer.

How does a client account associate typically collaborate with other departments to ensure client satisfaction?

Client Account Associates frequently work cross-functionally, coordinating with departments like sales, operations, and customer support to address client needs and resolve issues promptly. They act as a bridge between the client and internal teams, ensuring that client feedback is communicated clearly and projects stay on track. Regular meetings and updates with other departments are common to maintain transparency and deliver a seamless client experience. This collaborative approach not only helps solve problems efficiently but also fosters strong long-term client relationships.

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

To thrive as a Client Account Associate, you need strong organizational skills, attention to detail, and a background in business, finance, or customer service, often supported by a bachelor’s degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial platforms like Salesforce or QuickBooks is typically required. Excellent communication, problem-solving, and relationship-building abilities help you exceed client expectations and resolve issues efficiently. These skills and qualities are crucial for delivering exceptional service, retaining clients, and supporting business growth.

What is the difference between Client Account Associate vs Customer Service Representative?

AspectClient Account AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer associate's degreeHigh school diploma or equivalent
Work EnvironmentFinancial institutions, corporate client accounts, B2B settingsRetail, call centers, service industries
Employer & Industry UsageBanking, investment firms, financial servicesRetail stores, telecom, hospitality
Common Search & ComparisonClient Account Associate vs Customer Service Representative

The main difference is that a Client Account Associate typically works in financial or corporate settings managing client accounts, requiring some industry-specific knowledge. In contrast, a Customer Service Representative generally handles customer inquiries across various industries, focusing on service and support. Both roles involve communication skills, but the Client Account Associate often deals with more complex account management tasks within financial services.

What does a client account associate do?

A client account associate manages client accounts by providing support, addressing inquiries, and ensuring customer satisfaction. They often handle account updates, process transactions, and use customer relationship management (CRM) tools to maintain accurate records and foster strong client relationships.
What cities near Fairfield, IA are hiring for Client Account Associate jobs? Cities near Fairfield, IA with the most Client Account Associate job openings:
Client Account Associate jobs near you

Administrative Specialist

Cambridge Investment Research (USA)

Fairfield, IA • On-site

$22/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Job Summary
Key Deliverables and Responsibilities
The Administrative Assistant will play a vital role in supporting our clients and financial professionals. This dynamic role offers a balance of client-facing interaction and behind-the-scenes problem-solving. If you thrive in a fast-paced environment and enjoy being the go-to person who keeps things running smoothly, we want to hear from you!
What You'll do:
  • Support financial professionals across the country with administrative and operational tasks.
  • Manage client account administration and service requests.
  • Use multiple electronic systems simultaneously to complete work accurately and efficiently.
  • Maintain compliance-focused records, documentation, and processes.
  • Coordinate, organize, and prioritize work to meet deadlines and service expectations.
  • Leverage technology to streamline processes and improve efficiency.
  • Communicate with advisors, clients, and internal teams through a variety of channels.
  • Research issues, solve problems, and identify practical solutions.
  • Manage electronic files and documentation using tools such as Adobe Acrobat, Outlook, and other business systems.
  • Learn new software, procedures, and technologies as business needs evolve.
  • Contribute to process improvements and operational excellence initiatives.
What We Are Looking For
  • Organized, detail-oriented, and efficient
  • A strong communicator who enjoys helping others
  • Adaptable and comfortable working with different personalities and work styles
  • Technology-savvy and eager to learn new systems
  • A proactive problem solver who takes initiative
  • Skilled at prioritizing and managing multiple responsibilities
  • Resourceful, analytical, and service-minded
Location: Fairfield, IA - Hybrid in-office 3x/week
Hourly Rate: $22.00/hour
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
  • Premium benefit package including medical, vision, dental, life and long-term disability insurance
  • Vacation/sick time
  • 401K retirement plan with company matching program
  • Eleven paid holidays

You can find more details about our comprehensive benefits package here.
Company Overview:
At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values-integrity, commitment, flexibility, and kindness-we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models-RIA, corporate RIA, hybrid, fee-only, and brokerage-and offers a broad selection of investment solutions with no proprietary products.
For further information about Cambridge, please visit https://www.joincambridge.com/

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