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Client Associate Jobs in Iowa (NOW HIRING)

Sparks Financial

Client Service Associate

Des Moines, IA · On-site

$55K - $65K/yr

The Role The Client Service Associate will assist in the relationship and management of client's household planning alongside Private Wealth Advisor, Associate Private Wealth Advisor, and/or Private ...

Sparks Financial

Client Service Associate

Des Moines, IA · On-site

$55K - $65K/yr

The Role The Client Service Associate will assist in the relationship and management of client's household planning alongside Private Wealth Advisor, Associate Private Wealth Advisor, and/or Private ...

Sparks Financial

Client Service Associate

Des Moines, IA · Hybrid

$55K - $65K/yr

The Role The Client Service Associate will assist in the relationship and management of client's household planning alongside Private Wealth Advisor, Associate Private Wealth Advisor, and/or Private ...

Raymondjames

Client Service Associate

Clive, IA · On-site

$14.25 - $19.50/hr

... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

Work with investment officers to invest client accounts in wealth management model portfolios ... Associate degree or equivalent combination of education and wealth management experience. * Minimum ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

Work with investment officers to invest client accounts in wealth management model portfolios ... Associate degree or equivalent combination of education and wealth management experience. * Minimum ...

US Bank

PWM Client Services Team Associate

Des Moines, IA · On-site

$20.87 - $27.84/hr

Private Wealth Management (PWM) Client Service Team Associate is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or ...

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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 Jul 13, 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 jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 are Client Associates?

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.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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

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.

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
Client Service Associate (On-site)

Client Service Associate (On-site)

Wealth Enhancement Group

Dubuque, IA • On-site

$45K - $60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Dubuque IA office has an excellent opportunity for a Client Service Associate. In this role you will be working on an Advisor Team supporting all aspects of the client experience. We are seeking candidates that have a passion for providing exceptional client service, along with the drive and motivation to deliver results for our fast-growing Team.
This is an in-office position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $45,000.00 - $60,000.00. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Reception/ Office
  • Ensure office is welcoming; greet clients.
  • Schedule meetings manage distribute mail
  • Order office slash marketing materials; support vendors and technology sponsors.

New Client Onboarding
  • Ensures accurate completion of prospect or new client paperwork and account set up
  • Follow up on funds transfer from surrendering company
  • Maintains (CRM) database and client files (Filing, copies, data input)
  • Record incoming assets to the appropriate blotting tool

Client Relationship Management
  • Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
  • Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing
  • May work with client's tax or legal counsel on client concerns
  • Gather client data and may prepare the materials for client meetings and reviews

Industry/Product/ Company Knowledge
  • Demonstrates knowledge and can accurately execute against WE's Suitability Guidelines, operational processes and sales model
  • Understands financial terminology and products
  • Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices
  • Attends Client Services and company educational events
  • May attend vendor presentations

Team and Corporate Support
  • Assists Advisor Team Operations to streamline processes
  • Completes operational projects to support enhancements and changes
  • Communicates process and sales updates to team

Education/Qualifications
  • 4-year college degree preferred
  • 0-3 years of industry experience
  • Customer Service training, knowledge or experience
  • Solid oral and written communication skills
  • Strong attention to detail
  • Good problem-solving skills
  • Proficient with Microsoft Office
  • Ability and interest to learn financial concepts and products
  • Ability to work with deadlines, be flexible under pressure and prioritize work
  • Ability to work as a team member
  • Ability to learn WE's sales model, processes and procedures
  • Ability to learn financial product features and riders
  • Ability to learn the review process and how the review is completed
  • Salesforce experience a plus

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. Thus, the entire salary range for those who are classified as the Client Service Associate level is $42,500 to $63,7500. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
#LI-NR1
#LI -Onsite
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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