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Client Associate Jobs in Iowa (NOW HIRING)

Raymondjames

Client Service Associate

Clive, IA

$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 ...

Raymond James

Client Service Associate

Clive, IA · On-site

$13.75 - $18.75/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

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 Jun 15, 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 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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

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 client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

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
Infographic showing various Client Associate job openings in Iowa as of June 2026, with employment types broken down into 83% Full Time, 15% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,869 per year, or $23 per hour.
Client Services Associate I

Client Services Associate I

Weitz & Luxenberg

Muscatine, IA • On-site

Other

Posted 17 days ago

Job description

Job Title

General Description:

Reviewing reports for accuracy; processing and balancing various transactions

Verification and check-back of work performed by others; completing maintenance, research, disputes, payment decisions, returns, etc.

Assists with the majority of incoming customer calls – providing customers with exceptional customer service, as well as answers and solutions to their questions and financial needs

Resource for internal customers – providing support and answers to employees as they assist their external customers

Performs corrections as needed for end of year tax records

Provides support for the Banks debit card program

Reviews end of the year deposit tax notices prior to mailing and assists customers with questions on their deposit tax notices

Communicates with the department managers and appropriate staff personnel to bring awareness to any concerns, trends, customer issues, etc. that need to be discussed, researched and explored

Requirements:

Eligibility Factors:

Must have exceptional oral, written, and interpersonal communication skills

Ability to apply common sense to carry out instructions, understand procedures, write correspondence, and speak clearly to customers and employees

Possess a working knowledge of Microsoft Word and Excel

In addition must be self-motivated, a good problem solver and detail oriented

Education:

Associate's degree (AA) or equivalent from a two-year college or technical school; or two or more years of related experience and/or training; or the equivalent combination of education and experience preferred

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