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Client Associate Jobs in Traer, IA (NOW HIRING)

H&R Block

Tax Associate

Toledo, IA · On-site

$48K - $65K/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

Independence, IA · On-site

$55K - $73K/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

Waterloo, 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

Waterloo, 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

Marshalltown, 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

Parkersburg, 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

Grundy Center, 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

Eldora, IA · On-site

$59K - $79K/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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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Traer, IA

Client Associate information

See Traer, IA salary details

$16.9K

$46.4K

$68.8K

How much do client associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for client associate in Traer, IA is $46,441.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,400.00 and $56,500.00 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 cities near Traer, IA are hiring for Client Associate jobs?

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Traer, IA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 13% Part Time, and 8% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $46,441 per year, or $22.3 per hour.

Investment Client Strategy Associate

BankIowa

Independence, IA • On-site

$75 - $110/hr

Other

Posted 20 days ago

Job description

Position Summary:

The Investment Client Strategy Associate supports the strategic growth and development of the Investment Division by partnering with advisors to deliver portfolio monitoring, client review preparation, and wealth planning analysis. The associate proactively identifies planning opportunities as a strategic resource by providing client insights, business analysis, reporting, project management, and coordination of key initiatives. The associate will leverage opportunities to develop client presentations that help advisors deepen relationships and grow assets.

Key Responsibilities
  • Monitor all advisory portfolios for allocation drift, cash balances, concentrated positions and risk changes.
  • Analyze client relationships, investment activity, portfolio trends, revenue, profitability, and other business metrics to identify opportunities and areas for improvement.
  • Partner with investment professionals to understand client needs and develop strategies to deepen relationships and increase engagement.
  • Proactively identify opportunities to capture additional client assets and strengthen overall client relationships.
  • Assist in identifying opportunities to introduce investment products, services, and solutions that align with client objectives and advisor recommendations as presented in the portfolio analysis.
  • Serve as central point of coordination for key client strategy initiative, ensuring appropriate follow-up, accountability and execution.
  • Identifies rebalancing opportunities.
  • Maintain a strong understanding of bank policies, regulatory requirements, risk management expectations, and applicable investment practices.
  • Perform miscellaneous duties as requested by supervisor.
Education, Experience, and Other Requirements:
  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • Series 7, 65 and/or 66 licenses are required.
  • 2-5 years of experience in investment management, wealth management, banking, financial services, consulting, strategy, or a related field.
  • Strong analytical and financial acumen with the ability to interpret business and investment data.
  • Demonstrated ability to develop presentations and communicated recommendations to various levels of leadership.
  • Strong organizational and project management skills with the ability to manage multiple priorities.
  • Proficiency in Microsoft Excel and PowerPoint.
  • Must be bondable
Physical Environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Performance of the job will include physical duties commensurate with a general office environment.

The employee must occasionally lift and/or move up to ten pounds.

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