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Client Associate Jobs in Iowa (NOW HIRING)

Outcomes

Client Support Rep

West Des Moines, IA · On-site

$15.25 - $20/hr

The Client Support Representative will answer a high volume of calls from our clients. ESSENTIAL ... Flex PTO for Exempt Associates & up to 15 PTO days in first year of employment for non-exempt ...

New

OUTCOMES OPERATING INC

Client Support Rep

West Des Moines, IA · On-site

$15.25 - $20/hr

The Client Support Representative will answer a high volume of calls from our clients. ESSENTIAL ... Flex PTO for Exempt Associates & up to 15 PTO days in first year of employment for non-exempt ...

Carson Group

Relationship Associate

Cedar Rapids, IA · On-site

$45K - $57.50K/yr

Document client reviews, including advisor notes, follow-up items, and required tasks. * Scan and upload meeting notes, tax returns, estate planning documents, and other client materials into the ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

Wealth Management Associates are expected to support other Trust and Wealth Management Officers ... Work with investment officers to invest client accounts in wealth management model portfolios.

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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 Jun 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 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.

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.

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:
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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 Solutions Consultant

Client Solutions Consultant

Cambridge Investment Research, Inc.

Fairfield, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

Job SummaryKey Deliverables and Responsibilities

Cambridge Investment Research is seeking a driven and consultative Client Solutions Consultant to support and grow relationships with existing Cambridge Financial Advisors. This role is ideal for a sales professional who thrives in a relationship-focused environment and enjoys helping advisors deliver comprehensive financial solutions to their clients.

As a Client Solutions Consultant, you will act as a trusted partner-proactively identifying opportunities and recommending tailored solutions across financial planning, retirement products, and Cambridge Source offerings.

Key Responsibilities

  • Build and maintain strong relationships with existing Cambridge Financial Advisors to support their business growth

  • Proactively identify client needs and recommend solutions across:

    • Financial planning strategies

    • Retirement solutions

    • Cambridge Source offerings

  • Drive adoption and utilization of Cambridge products and platforms

  • Conduct consultative outreach (phone, virtual, and in-person) to educate advisors on available solutions

  • Collaborate with internal partners to deliver a seamless advisor experience

  • Stay current on industry trends, product knowledge, and regulatory considerations

  • Travel up to 25% to meet with advisors and attend events as needed

What We Are Looking For

  • Proven experience in sales, relationship management, or financial services consulting

  • Strong knowledge of financial planning and retirement products

  • Demonstrated ability to influence and consult with clients in a sales-driven environment

  • Excellent communication, presentation, and interpersonal skills

  • Ability to manage multiple priorities in a fast-paced environment

  • FINRA licenses (e.g., Series 7, 63/65 or 66) preferred or willingness to obtain within first year of employment

  • Bachelor's degree or equivalent experience preferred

Location: Phoenix, AZ or Fairfield, IA - Hybrid in-office 3 days/week

Salary Range: $75-85,000/year + bonus

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 packagehere.

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.

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