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Client Associate Jobs in Council Bluffs, IA (NOW HIRING)

D.A. Davidson

Client Associate

Omaha, NE

Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this team-critical role, you ...

D.A. Davidson

Client Associate

Omaha, NE · On-site

Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this team-critical role, you ...

D.A. Davidson

Client Associate

Omaha, NE · On-site

Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this team-critical role, you ...

D.A. Davidson

Client Associate

Omaha, NE · On-site

Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this team-critical role, you ...

Mariner

Client Service Associate

Omaha, NE · On-site

$13.75 - $19.25/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner

Client Service Associate

Omaha, NE · On-site

$58K - $67K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Fidelity Investments

Client Support Associate

Omaha, NE · On-site +1

$16.75 - $23/hr

Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress ...

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All JobsClient Associate JobsClient Associate Jobs in Council Bluffs, IA

Client Associate information

See Council Bluffs, IA salary details

$17.3K

$47.6K

$70.4K

How much do client associate jobs pay per year?

As of Aug 29, 2026, the average yearly pay for client associate in Council Bluffs, IA is $47,555.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $57,900.00 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 Council Bluffs, IA?

The most popular types of Client jobs in Council Bluffs, IA are:

What job categories do people searching Client Associate jobs in Council Bluffs, IA look for?

The top searched job categories for Client Associate jobs in Council Bluffs, IA are:

What cities near Council Bluffs, IA are hiring for Client Associate jobs?

Cities near Council Bluffs, IA with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Council Bluffs, 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 $47,555 per year, or $22.9 per hour.

Client Associate

D.A. Davidson

Omaha, NE

Full-time

Medical, Dental, Vision, PTO

Re-posted 15 days ago

D.A. Davidson rating

7.9

Company rating: 7.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
•    Are you passionate about providing exceptional client service and support?
•    Do you excel at building strong client relationships and solving problems?
•    Do you thrive in a collaborative team environment? 
•    Are you detail-oriented and committed to accuracy? 
•    Do you enjoy being responsible for multiple demands and competing priorities in a deadline-oriented environment? 
•    Do you have a desire to learn and leverage innovative technology tools? 
•    Do you thrive in a project-management style environment?
If you answered yes to these questions, then this job may be a great fit for you. 

Primary Qualifications:
•    Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills. 
•    Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment. 
•    Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math. 
•    Preference given to candidates with these current licenses: the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]). If not licensed, requirement to pass all tests for the Series 7 and 66 (or 63/65) licenses within 120 days of hire.
•    High school graduate or comparable work experience. Post-secondary education preferred. 
•    Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience. 

Primary Duties:
•    Provide extraordinarily professional and courteous service managing client requests. 
•    Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions. 
•    Assist with crafting comprehensive financial plans for current and prospective clients.
•    Assist in developing and implementing periodic client mailings, communications and events. 
•    Facilitate the transfer of client funds and/or securities and the issuance of checks upon request. 
•    Seek to innovate and streamline processes. 
•    Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned. 
•    Adherence to all branch, firm and compliance policies, procedures, rules and regulations. 
•    Other projects and duties as assigned.

What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:  
•    Medical, Dental and Vision
•    Company 401(k)and ESOP contribution 
•    Generous sick, vacation, and maternity/parental leave
•    Paid holidays
•    Professional Development Opportunities
•    Tuition Reimbursement ($15,000 lifetime cap)
•    Discounted personal insurance including home, auto and recreational vehicles
•    Charitable gift-matching program
•    Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.  

The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets.  We hope you will consider joining us!

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
 
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
 
ACKNOWLEDGMENT
Please answer all questions carefully.  By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.

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