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Client Associate Jobs in Cedar Rapids, IA (NOW HIRING)

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 of ...

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 ...

H&R Block

Tax Associate

Cedar Rapids, IA · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Marion, IA · On-site

$58K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Cedar Rapids, IA · On-site

$57K - $76K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Cedar Rapids, IA · On-site

$58K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Iowa City, IA · On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Coralville, IA · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Marengo, IA · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Anamosa, IA · On-site

$58K - $78K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

North Liberty, IA · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Cedar Rapids, IA · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Cedar Rapids, IA · On-site

$58K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Cedar Rapids, IA · On-site

$58K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

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All JobsClient Associate JobsClient Associate Jobs in Cedar Rapids, IA

Client Associate information

See Cedar Rapids, IA salary details

$18.2K

$50.1K

$74.3K

How much do client associate jobs pay per year?

As of Aug 29, 2026, the average yearly pay for client associate in Cedar Rapids, IA is $50,144.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,400.00 and $61,000.00 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 Cedar Rapids, IA?

The most popular types of Client jobs in Cedar Rapids, IA are:

What job categories do people searching Client Associate jobs in Cedar Rapids, IA look for?

The top searched job categories for Client Associate jobs in Cedar Rapids, IA are:

What cities near Cedar Rapids, IA are hiring for Client Associate jobs?

Cities near Cedar Rapids, IA with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Cedar Rapids, IA as of August 2026, with employment types broken down into 83% Full Time, 12% Part Time, and 5% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $50,144 per year, or $24.1 per hour.

Meals on Wheels Client Services Associate

Cedar Rapids, IA • On-site

Horizons, A Family Service Alliance
Individual, Family and Community Social Assistance • 11 - 50 employees
Learn more about Horizons, A Family Service Allianceexternal

$16 - $18/hr

Full-time

Posted 3 days ago

New

Job description

Client Services Associate - Meals on Wheels (Linn County)
Horizons | Cedar Rapids, IA | Full-Time | Mon-Fri, 7:30 AM-3:30 PM
Are you a self-starter and people-person who wants to make a real difference in the lives of older adults in your community? Horizons is looking for a compassionate and organized Client Services Associate to support our Meals on Wheels program in Linn County.
What You'll Do
In this role, you'll be the welcoming first point of contact for new clients. Day-to-day, you'll handle incoming calls, complete client intakes (Older American Act, Medicaid, and Private Pay), assess eligibility, manage database records, and help coordinate volunteer meal route coverage. You'll also pitch in as a backup meal delivery driver when needed - so every senior gets their meal.
What We're Looking For
  • At least 1 year of customer service experience
  • Ability to work independently
  • Strong computer skills (Word, Excel, email, databases)
  • Valid Iowa driver's license, reliable transportation, and clean driving record
  • Ability to lift up to 20 lbs
  • Ability to pass a background check

Why Horizons?
We're guided by our shared values of Integrity, Inclusivity, and Compassion. We're an Equal Opportunity Employer and make reasonable accommodations for individuals with disabilities.
Take a look at the full job description and apply now!

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