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Client Service Associate Jobs in Urbandale, IA (NOW HIRING)

Stifel

Part-time Client Service Associate - NR

Ames, IA · On-site

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

MITTERA

Client Service Specialist

Des Moines, IA · On-site

$16.50 - $22/hr

Client Service Specialist Mittera is currently seeking Client Service Specialists to join our team ... Associate Degree or certificate in business or related field preferred * 1 - 3+ years of relevant ...

MITTERA

Client Service Specialist

Urbandale, IA · On-site

$45K - $52K/yr

The Client Service Specialist serves as a liaison between our customers and the various areas of ... Associate Degree or certificate in business or related field preferred * 1 - 3+ years of relevant ...

Mittera

Client Service Specialist

Des Moines, IA · On-site

$45K - $52K/yr

The Client Service Specialist serves as a liaison between our customers and the various areas of ... Associate Degree or certificate in business or related field preferred * 1 - 3+ years of relevant ...

Mittera Group

Client Service Specialist

Des Moines, IA · On-site

$16 - $21.25/hr

The Client Service Specialist serves as a liaison between our customers and the various areas of ... Associate Degree or certificate in business or related field preferred * 1 - 3+ years of relevant ...

Mittera Group Inc

Client Service Specialist

Des Moines, IA · On-site

$16 - $21.25/hr

The Client Service Specialist serves as a liaison between our customers and the various areas of ... Associate Degree or certificate in business or related field preferred * 1 - 3+ years of relevant ...

Banfield Pet Hospital

Client Service Coordinator

Ankeny, IA · On-site

$15 - $18.69/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ...

BluePearl

Client Service Representative

Des Moines, IA · On-site

$15.50 - $21.25/hr

Are you an excellent customer service professional? * Do you offer guidance, comfort, and support ... In this position, you are the first BluePearl Associate that the client sees. You will ensure that ...

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Client Service Associate information

See Urbandale, IA salary details

$8

$16

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How much do client service associate jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for client service associate in Urbandale, IA is $16.22, according to ZipRecruiter salary data. Most workers in this role earn between $13.17 and $18.22 per hour, depending on experience, location, and employer.

What is a client service associate?

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.

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 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.

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.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What cities near Urbandale, IA are hiring for Client Service Associate jobs?

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Urbandale, IA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $33,737 per year, or $16.2 per hour.

Client Service Associate

711 MS Smith Barney, LLC

West Des Moines, IA

$14.25 - $19.75/hr

Full-time

Posted 4 days ago

Job description

Morgan Stanley is seeking a Wealth Management Associate to serve as the first contact for clients across accounts, planning and portfolios. This role blends relationship management with marketing prowess to deliver a high-quality client experience with timely service. Under the guidance of Financial Advisors, you will support client meetings, develop materials, and assist in presenting investment strategies. #J-18808-Ljbffr

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