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Client Associate Jobs in North Liberty, IA (NOW HIRING)

Nicolet National Bank

Trust Client Associate

Iowa City, IA · On-site

$12.50 - $17.50/hr

The Trust Client Associate is responsible for all aspects of administration of assigned accounts. Assists Trust Officers in the daily administration of assigned accounts and provides office ...

Posted today

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

$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

$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

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

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 North Liberty, IA

Client Associate information

See North Liberty, IA salary details

$16.9K

$46.5K

$68.9K

How much do client associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for client associate in North Liberty, IA is $46,517.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,500.00 and $56,600.00 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 North Liberty, IA?

The most popular types of Client jobs in North Liberty, IA are:

What cities near North Liberty, IA are hiring for Client Associate jobs?

Cities near North Liberty, IA with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in North Liberty, IA as of August 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 100% In-person job distribution, with an average salary of $46,517 per year, or $22.4 per hour.

Trust Client Associate

Nicolet National Bank

Iowa City, IA • On-site

$12.50 - $17.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 hours ago

Posted today

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

66th of 174 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Trust Client Associate is responsible for all aspects of administration of assigned accounts. Assists Trust Officers in the daily administration of assigned accounts and provides office administration support. Interacts with other departments of the Nicolet to assure all aspects of service are being provided to meet client and company expectations.
As a Trust Client Associate, you will:
  • Administer assigned accounts in accordance with governing instruments, division, and company policies, and local, state, and federal laws, rules, and regulations.
  • Responsible for accounting specialization when authorized at department level which may include account opening and closing, estate settlement/trust termination, funding and distribution of assets, cash receipts and disbursements, and account and asset maintenance. Perform other Trust functions as required and when authorized.
  • Prepare or assist with preparing statements and reports as requested.
  • Handle or assist with account payments made on behalf of the grantor/beneficiary.
  • Provide back-up administration on assigned accounts to include routine client contact regarding daily account administration. On appropriate accounts, may serve as the primary, regular client contact person, including initiate client calls and conduct routine retention calls.
  • Assist Trust Officer in retention call preparation and follow-up including appointment scheduling, material preparation, reviewing accounts, and investment performance reporting; may attend meetings.
  • Assist with the timely preparation and filing of fiduciary and personal tax returns and estimated payments.
  • May serve as portfolio manager of assigned accounts provided appropriate experience and/or training is in place.
  • Assist in the preparation of account documentation, investment review forms, or real estate review forms as requested.
  • Provide back up of other assistant administrators and administrative assistants as warranted to allow continued office and account administration.
  • Will serve as a primary problem-solver for client and account problems, sometimes without the need for assignment to the task by administrator and where appropriate for degree of problem, degree of risk and client sensitivity.
  • Assist with RIA administration when needed, which would include but not limited to, account opening paperwork, customer service, form updates.
  • Represent Nicolet Wealth Services and the Trust Division in a manner that maintains and expands business relationships.
  • Attend bank and/or Wealth Services meetings as requested.
  • Assist with preparation and/or presentation of trust sales projects or prospect communications.
  • Attendance, punctuality, positive outlook and attitude, and the passion to turn challenges into opportunities are vital attributes necessary to be successful in this position.
  • Maintains complete confidentiality with internal and external customer information.
  • Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.
Qualifications:
  • 3-5 years administrative experience preferred but not required.
  • High School graduate or equivalent
Knowledge, Skills, and Abilities:
  • Team Player
  • Active Communications
  • Presentation Skills
  • Problem Solving amp; Decision Making
  • Adaptability
  • Integrity
  • Customer Orientation
  • PC, phone system, general office equipment
  • Attention to detail, ability to learn and use a variety of software.
  • Microsoft Office Suite, particularly Word and Excel
  • Maintain composure and communicate clearly when under pressure.
  • Possess a strong work ethic and be able to learn quickly in a fast-paced environment.
  • Organized and able to manage multiple priorities.
Benefits:
  • Medical, Dental, Vision, amp; Life Insurance
  • 401(k) with a company match
  • PTO amp; 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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