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

Wealth Management Associate

Marion, IA ยท On-site

$14.50 - $20/hr

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 ...

Tax Associate

Iowa City, IA

$50K - $67K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.

Tax Associate

Cedar Rapids, IA ยท On-site

$57K - $76K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.

Tax Associate

Cedar Rapids, IA

$57K - $76K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.

Tax Associate

Iowa City, IA ยท On-site

$50K - $67K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.

Sales Associate

Marion, IA ยท On-site

$14 - $19/hr

Addresses client concerns, coming to resolution when possible, and involving management where ... Proactively uses associate education tools to build product and styling knowledge with his/her ...

Showing results 21-40

Client Associate information

See Cedar Rapids, IA salary details

$18.2K

$50.1K

$74.2K

How much do client associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for client associate in Cedar Rapids, IA is $50,072.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,300.00 and $60,900.00 per year, depending on experience, location, and employer.

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 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.

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:
Infographic showing various Client Associate job openings in Cedar Rapids, IA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $50,072 per year, or $24.1 per hour.

Clinic Experience Associate

ROCK VALLEY PHYSICAL THERAPY CENTER

West Branch, IA โ€ข On-site

Full-time

Medical, Retirement

Re-posted 1 hour ago


Job description

Are you passionate about delivering outstanding customer service? Do you thrive in a fast-paced, people-focused environment? Rock Valley Physical Therapy is looking for a full-time Clinic Experience Associate to join our team in West Branch, IA.

As a Clinic Experience Associate, you'll be a key player in creating a positive, seamless experience for every patient who walks through our doors. Your role will be essential in keeping our clinic running smoothly and efficiently.

Day-to-day responsibilities include:

  • Greeting and checking in patients with warmth and professionalism
  • Scheduling appointments and managing the clinic calendar
  • Verifying insurance and collecting accurate patient information
  • Answering phone calls and responding to patient inquiries
  • Supporting the front desk with a focus on detail and organization

Why Rock Valley?

At Rock Valley Physical Therapy, we don't just treat patients-we build relationships. Our team is known for its positive energy, teamwork, and commitment to exceptional care. As a Clinic Experience Associate, you'll be at the heart of that mission, helping patients feel heard, supported, and valued from start to finish.

Ready to Make a Difference?

If you're looking for a rewarding opportunity in healthcare where you can make a real impact every day, we'd love to meet you. Apply today and take the first step toward joining the Rock Valley Physical Therapy team.

We offer a competitive salary, bonus and benefit package including health insurance, profit share, 401k retirement plan and exceptional working environment.