ZipRecruiter

Log In

1

Client Assistant Jobs in Iowa (NOW HIRING)

Syverson Strege

Client Service Associate

West Des Moines, IA

$13.25 - $18.25/hr

Maintain accurate client records and uphold confidentiality standards. * Assist with ad hoc projects, research, and administrative support as needed. * Update client information in financial planning ...

defi AUTO LLC

Senior Client Executive

Des Moines, IA · On-site

$100K - $150K/yr

The Senior Client Executive assumes the leadership role in managing defi SOLUTIONS business relationships with a portfolio of large, multi-million dollar clients from a strategic and consultative ...

defi SOLUTIONS

Senior Client Executive

Des Moines, IA · On-site

$100K - $150K/yr

The Senior Client Executive assumes the leadership role in managing defi SOLUTIONS business relationships with a portfolio of large, multi-million dollar clients from a strategic and consultative ...

next page

Showing results 1-20

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 Jul 13, 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 is the highest paying customer service job?

The highest paying customer service roles are often in management or specialized fields such as customer success managers, technical support managers, or roles in industries like finance, technology, and healthcare. These positions typically require advanced skills, experience, and sometimes certifications, and can offer salaries exceeding $70,000 annually depending on the industry and location.

What are the key skills and qualifications needed to thrive as a Client Assistant, and why are they important?

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.

Is a CSA job stressful?

A Client Assistant (CSA) job can be stressful due to handling customer inquiries, managing multiple tasks, and meeting deadlines. The level of stress varies depending on the work environment, workload, and individual skills in communication and organization.

What is a client service assistant?

A client service assistant is a professional who supports client interactions by handling inquiries, scheduling appointments, and providing information about products or services. They often work in customer service environments, using communication skills and basic computer tools to ensure client satisfaction and smooth operations.

What jobs pay 4000 a week without a degree?

For a Client Assistant, earning $4,000 a week typically requires extensive experience, high-level client management skills, or working in high-paying industries like finance or consulting. Such income levels are uncommon without specialized skills, certifications, or a strong professional network, and most roles at this pay rate demand significant responsibility and expertise.
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
Client Services Consultant

Client Services Consultant

Cambridge Investment Research, Inc.

West Des Moines, IA • Hybrid

Full-time

Posted 11 days ago

Job description

Job SummaryKey Deliverables and Responsibilities

WealthPlanners is seeking an experienced Client Service Advisor to join our growing team. In this role, you'll serve as a key partner to financial advisors and clients, delivering high-touch service, supporting financial planning activities, and helping ensure an exceptional client experience.

The ideal candidate has a strong background in financial services, excels at building relationships, thrives in a collaborative environment, and enjoys solving complex client needs.

What You'll Do:

Client Service & Relationship Management

  • Deliver exceptional service by addressing client questions and providing timely solutions.

  • Research and resolve complex client service issues while keeping advisors informed of progress and outcomes.

  • Serve as a trusted resource for clients, advisors, and internal team members.

  • Communicate next steps clearly and proactively to ensure a seamless client experience.

Advisor & Planning Support

  • Support financial advisors with client servicing, account maintenance, and planning-related activities.

  • Prepare materials for client meetings and ensure all meeting deliverables are accurate and complete.

  • Attend client meetings when requested, take detailed notes, and assist with follow-up action items.

  • Run reports and provide data from portfolio management and financial planning platforms.

  • Review client presentations and planning materials for quality and accuracy.

Operations & Workflow Management

  • Track client workflows, outstanding requests, and deliverables to ensure timely completion.

  • Utilize CRM systems, financial software, and technology platforms to maintain accurate client records.

  • Prepare and submit client maintenance forms and documentation.

  • Develop and maintain written procedures and systems that support team efficiency.

What We Are Looking For

  • 2+ years of financial services, wealth management, or related client service experience.

  • Series 7 license required.

  • Strong understanding of client service processes, financial planning concepts, and operational workflows.

  • Exceptional communication and relationship-building skills.

  • Highly organized with the ability to manage multiple priorities and deadlines.

  • Strong analytical, problem-solving, and critical-thinking abilities.

  • Ability to work independently while collaborating effectively with a team.

Preferred Qualifications

  • Experience supporting financial advisors in a wealth management environment.

  • Familiarity with CRM platforms, portfolio management systems, and financial planning software.

  • Experience handling escalated client issues and complex service requests.

Locations: Hybrid in Phoenix, AZ, Fairfield, IA, Des Moines, IA, or Des Plaines, IL

Why Join WealthPlanners?

At WealthPlanners, we are committed to helping clients pursue their financial goals through personalized advice and exceptional service. We foster a collaborative, professional environment where team members are empowered to grow, contribute innovative ideas, and make a meaningful impact on the lives of clients and advisors alike.

If you're passionate about client service, financial planning, and building lasting relationships, we encourage you to apply.

Apply