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Client Assistant Jobs in Iowa (NOW HIRING)

Medtouch

Client Strategist

Cedar Rapids, IA · On-site

Client Strategist Who We Are MedTouch is a digital marketing agency that provides strategy, design ... The Role You will assist MedTouch clients across the nation in improving their online presence ...

Medtouch

Client Strategist

Cedar Rapids, IA · On-site

Client Strategist Who We Are MedTouch is a digital marketing agency that provides strategy, design ... The Role You will assist MedTouch clients across the nation in improving their online presence ...

Trility Consulting

Client Partner

Des Moines, IA

What You Will Do Trility Consulting is actively seeking a Client Partner who will help clients ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

KSI

Senior Client Relationship Associate

Coralville, IA · On-site

$36K - $45K/yr

Senior Client Relationship Associate Location:Coralville, IA | On-site A well-established ... team culture * Assist with special projects and other operational tasks, as needed What Makes ...

KSI

Senior Client Relationship Associate

Coralville, IA · On-site

$36K - $45K/yr

Senior Client Relationship Associate Location: Coralville, IA | On-site A well-established ... team culture * Assist with special projects and other operational tasks, as needed What Makes ...

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All JobsClient JobsClient Assistant JobsClient Assistant Jobs in Iowa

Client Assistant information

See Iowa salary details

$16.8K

$34.4K

$41.9K

How much do client assistant jobs pay per year?

As of Aug 4, 2026, the average yearly pay for client assistant in Iowa is $34,421.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,392.00 and $40,036.00 per year, depending on experience, location, and employer.

What does a client assistant do?

A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.

What are the key skills and qualifications needed to thrive as a client assistant?

To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.

How does a client assistant typically collaborate with other departments to ensure excellent client service?

Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.
What are the most commonly searched types of Client jobs in Iowa? The most popular types of Client jobs in Iowa are:
Client Assistant jobs near you
Infographic showing various Client Assistant job openings in Iowa as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $34,421 per year, or $16.5 per hour.

Client Service Administrative Assistant

Cambridge Investment Research, Inc.

West Des Moines, IA • Hybrid

$16.75 - $21.50/hr

Full-time

Posted 29 days ago

Job description

Job SummaryKey Deliverables and Responsibilities

WealthPlanners is seeking a highly organized and service-oriented Client Service Administrative Assistant to support our financial advisors and client service team. This role plays a key part in delivering an exceptional client experience by providing administrative, operational, and client support in a fast-paced wealth management environment. The ideal candidate is detail-oriented, proactive, and enjoys building relationships while helping advisors serve clients effectively.

What You'll Do:

  • Provide administrative and operational support to financial advisors and team members.

  • Maintain accurate client records using CRM systems, financial software, and other technology platforms.

  • Assist with preparing client meeting materials, reports, presentations, and deliverables.

  • Support client account paperwork and documentation processing.

  • Handle beneficiary, RMD, and QCD documentation.

  • Follow up with clients and financial institutions to resolve outstanding items.

  • Assist in resolving "Not in Good Order" account issues.

  • Answer incoming phone calls and provide exceptional client service.

  • Collaborate with team members to improve workflows, processes, and the overall client experience.

  • Maintain professionalism and confidentiality in all client interactions.

What We Are Looking For

  • Strong communication and interpersonal skills with a positive, client-focused attitude.

  • Excellent organizational and time-management abilities.

  • Strong problem-solving and follow-through skills.

  • Ability to manage multiple priorities in a deadline-driven environment.

  • Self-motivated with the ability to work independently and as part of a team.

  • Proficiency with Microsoft Office applications and technology platforms.

  • Strong written and verbal communication skills.

  • Industry experience in financial services or wealth management preferred.

Qualifications

  • Two or more years of related administrative, client service, or financial services experience.

  • Experience supporting advisors, financial planners, or client service teams is preferred.

Location: Hybrid (in-office 3 days/week) in Phoenix, AZ, Fairfield, IA, or Des Plaines, IL, or West Des Moines, IA

Why Join WealthPlanners?

At WealthPlanners, we are committed to delivering outstanding service to our clients while fostering a collaborative and supportive team environment. You'll have the opportunity to make a meaningful impact on the client experience, contribute to operational excellence, and grow your career within a respected wealth management organization.

Apply