ZipRecruiter

Log In

1

Client Associate Jobs in Iowa (NOW HIRING)

OHNWARD BANCSHARES

Client Relationship Coordinator

De Witt, IA · On-site

$14.25 - $19.25/hr

Identifying client's insurance needs as they arise. Develop a good understanding of the products ... Associate's degree; 3-4 years' experience and/or training; or equivalent combination of education ...

previous pagenext page

Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Iowa

Client Associate information

See Iowa salary details

$17.4K

$47.9K

$70.9K

How much do client associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for client associate in Iowa is $47,869.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,600.00 and $58,200.00 per year, depending on experience, location, and employer.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

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

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

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

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Iowa?

The most popular types of Client jobs in Iowa are:

What are popular job titles related to Client Associate jobs in Iowa?

For Client Associate jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Iowa look for?

The top searched job categories for Client Associate jobs in Iowa are:

What cities in Iowa are hiring for Client Associate jobs?

Cities in Iowa with the most Client Associate job openings:

What are popular job titles related to Client Associate jobs in IA?

For Client Associate jobs in IA, the most frequently searched job titles are:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Iowa as of August 2026, with employment types broken down into 83% Full Time, 13% Part Time, and 4% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $47,869 per year, or $23 per hour.

Client Relationship Coordinator

OHNWARD BANCSHARES

De Witt, IA • On-site

$14.25 - $19.25/hr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 23 days ago

Job description

To apply for this position,go to our website Ohnward Bancshares, Inc.  

www.ohnward.com 

  • About Us 

  • Careers 

  • Apply Now  

POSITION SUMMARY                                                                                                                                    

This position is the primary point of contact for clients providing exceptional service and support.  Support customer relationships to retain client business.  Contribute to office growth.  Identifying client’s insurance needs as they arise.  Develop a good understanding of the products OIG offers.  Process insurance documentation to ensure all documents are complete and accurate.

KEY ORGANIZATIONAL RELATIONSHIPS                                                                                                      

  • Reports to Ohnward Insurance Group Manager
  • Works closely with OIG team and customers.

DUTIES AND RESPONSIBILITIES                                                                                                                    

Essential Duties and Responsibilities

To perform this job successfully an individual must be able to perform each essential duty satisfactorily.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

  • Primary point of contact for clients providing exceptional service and support. Make insurance changes as requested by customer or agent. Process payments for customers.
  • Answering the phones, screening and forwarding incoming phone calls or redirect as appropriate.
  • Receiving and sorting the daily mail.
  • Calculating agent commissions monthly.
  • Be able to communicate in-depth knowledge of the products our companies offer; knowing what products a customer may be interested in or value.   Identify cross-selling opportunities when talking to customers and be able to quote insurance products.
  • Overseeing agency compliance and ensuring all employees are following our compliance guidelines.
  • Monitoring client renewals monthly and work with Producer to maintain client retention
  • Perform other administrative duties such as electronic filing, photocopying, preparing insurance documents. File and maintain customer insurance files.  The information is personal and confidential. 
  • Process and review insurance documentation to ensure all documents are complete and accurate.
  • Communicate with our contracted insurance companies to investigate and effectively solve everyday issues.
  • Work as a liaison between team members to ensure the proper flow of requests and documents.
  • Gain in-depth and thorough understanding of Property and Casualty insurance.
  • Be able to work with confidential information. 
  • Professionally assist the team with preparation and finalization of documents.
  • Serve as a back-up for other jobs as necessary.
  • Performs other duties as assigned.

SKILLS AND ABILITIES                                                                                                                                    

To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.

  • Excellent client relationship skills, friendly attitude, communication, and interpersonal skills
  • Detail-oriented.  Must be organized, accurate, thorough, and able to monitor work for quality.
  • Basic working knowledge of insurance.
  • Must be able to prioritize and plan work activities as to use time efficiently. 
  • Must be dependable, able to follow instructions, respond to management direction.
  • Ability to obtain Property and Casualty Insurance License.

EDUCATION AND EXPERIENCE                                                                                                                     

  • Associate’s degree; 3-4 years’ experience and/or training; or equivalent combination of education and experience.
  • Computer knowledge and ability to navigate company websites.
  • Familiarity with client data management systems.
  • Ability to obtain Property and Casualty Insurance License.

BENEFITS: 

Stakeholder Bonus 

Health Insurance 

Dental Insurance 

Retirement Plan (401k) – 3% Safe Harbor Contribution + Discretionary Contribution 

10 Observed Holidays 

PTO 

Group Term Life provided 

Short Term Disability - 100% provided by company 

Long Term Disability 

Maternity/Paternity Leave – 100% of pay 

Community Involvement 

Pay-It-Ohnward – Company Giving Program 

Grilling for Charity – Community Donations 

Thank God Its Monday (TGIM) Company Event

To apply for this position,go to our website Ohnward Bancshares, Inc.  

www.ohnward.com 

  • About Us 

  • Careers 

  • Apply Now  

Equal Opportunity Employer 

Apply