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$8

$16

$25

How much do client service associate jobs pay per hour?

As of May 31, 2026, the average hourly pay for client service associate in Iowa is $16.10, according to ZipRecruiter salary data. Most workers in this role earn between $13.08 and $18.08 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

What jobs make 3000 a month without a degree?

A Client Service Associate typically earns less than $3,000 monthly, but roles such as sales representatives, administrative assistants, or delivery drivers can reach or exceed this income level without a degree, especially with experience or commissions. These jobs often require strong communication skills, customer service abilities, and sometimes certifications or licenses depending on the industry.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What are the most commonly searched types of Client Service jobs in Iowa? The most popular types of Client Service jobs in Iowa are:
What cities in Iowa are hiring for Client Service Associate jobs? Cities in Iowa with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Iowa as of May 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 83% Physical, 1% Hybrid, and 16% Remote job distribution, with an average salary of $33,482 per year, or $16.1 per hour.
Client Service Excellence Representative - RS

Client Service Excellence Representative - RS

Vanguard Group

Des Moines, IA • On-site

$60.50K - $67.50K/yr

Full-time

Posted 8 days ago

Vanguard rating

8.7

Company rating: 8.7 out of 10

Based on 60 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

Are you ready to help us redefine what exceptional client service looks like? Join our team of "crew" as a Client Service Excellence Center associate!
About this Job:
At Vanguard, we have a client-first mentality that we realize every day through our mission, "to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success." Our Client Service Excellence Center associates fulfill our mission by helping our clients through life's biggest moments - from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs.
If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of "crew" as a Client Service Excellence Center associate!
At Vanguard, we believe in supporting our "crew" personally through all life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. Total potential compensation range for your first full year in this role is $60,500 - 67,500 ($52,000 -$58,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) plus up to a $15,000 bonus upon obtaining the required licensing. We also believe in recognizing your commitment to excellence. To celebrate your dedication, we offer milestone rewards in this role:
  • $10,000 at your 3-year anniversary
  • $20,000 at your 5-year anniversary
  • $20,000 every 5 years thereafter

Work Model: This role will be fully remote. Although this position is designated as fully remote, it is a condition of the role that you perform all of your work duties from within the state of Iowa.
Licensing Requirement: The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date. Vanguard will provide training resources and a voucher to cover the exam cost.
Responsibilities:
We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Service Excellence Representative, you will:
  • Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues.
  • Lead with empathy and an owner's mindset to solve problems, help uncover client needs, and provide timely and accurate solutions to clients.
  • Collaborate with internal departments through various strategic initiatives to continuously improve the client and "crew" experience.

What it takes:
You don't have to be a financial expert to be an advocate for our clients! This role at its core has one main goal: to create and maintain exceptional client experiences. We welcome, and encourage, individuals from all backgrounds - the most important things you need are a passion for helping others, strong client service experience, and a desire to continuously grow your expertise. We have seen most success from individuals with:
  • 3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills.
  • A strong sense of ownership for client outcomes-taking initiative and accountability, anticipating needs, and ensuring every interaction instills trust.
  • A learner's attitude and an appetite to continuously build your knowledge.
  • High school, associate degree, or bachelor's degree.
  • This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
  • A desire for stability and takes pride in building a long-term career in client service.

Special Factors:
Please note new hires may need to be full jurisdiction registered in all US states and territories.
Vanguard is not offering visa sponsorship for this position.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

What Vanguard employees say

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