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Client Services Associate Jobs in Iowa (NOW HIRING)

TS Banking Group

Client Service Associate

Council Bluffs, IA · On-site

$13.50 - $18.75/hr

TS Prosperity Group is seeking to hire a Client Service Associate. This position will work in a ... services industry. They will be responsible for a wide variety of client processes and ...

Raymondjames

Client Service Associate

Clive, IA · On-site

$14.25 - $19.50/hr

... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Services a high volume of daily interactions, including basic inquiries and scheduling of meetings ...

Raymond James Financial, Inc.

Client Service Associate

Clive, IA · On-site

$14.25 - $19.50/hr

... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Services a high volume of daily interactions, including basic inquiries and scheduling of meetings ...

Raymond James

Client Service Associate

Clive, IA

$13.75 - $18.75/hr

... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Services a high volume of daily interactions, including basic inquiries and scheduling of meetings ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Iowa

Client Services Associate information

See Iowa salary details

$9

$21

$38

How much do client services associate jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for client services associate in Iowa is $21.04, according to ZipRecruiter salary data. Most workers in this role earn between $16.01 and $23.46 per hour, depending on experience, location, and employer.

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

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What is the role of a client associate?

A client services associate is responsible for supporting client relationships by addressing inquiries, providing information about products or services, and ensuring customer satisfaction. They often handle administrative tasks, use customer relationship management (CRM) tools, and maintain communication to foster client loyalty.

What Is a Client Services Associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

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

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What job makes $10,000 a month without a degree?

A Client Services Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree are rare and often involve sales, entrepreneurship, or technical skills such as coding or digital marketing, which may require certifications or self-education. Most roles with such income levels usually demand extensive experience, a strong network, or entrepreneurial effort rather than formal education alone.

What are some common challenges faced by Client Services Associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a customer service associate do?

A customer service associate, often called a client services associate, assists customers by answering questions, resolving issues, and providing information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and loyalty.

What does a client services associate do?

A client services associate is responsible for managing client relationships, addressing inquiries, resolving issues, and ensuring customer satisfaction. They often use communication skills, CRM software, and problem-solving abilities to support clients and maintain positive interactions.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Iowa? The most popular types of Client Services jobs in Iowa are:
What are popular job titles related to Client Services Associate jobs in Iowa? For Client Services Associate jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Iowa look for? The top searched job categories for Client Services Associate jobs in Iowa are:
What cities in Iowa are hiring for Client Services Associate jobs? Cities in Iowa with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Iowa as of June 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 100% In-person job distribution, with an average salary of $43,768 per year, or $21 per hour.
Client Service Associate

Client Service Associate

TS Banking Group

Council Bluffs, IA • On-site

$13.50 - $18.75/hr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 2 days ago

Job description

TS Prosperity Group is seeking to hire a Client Service Associate. This position will work in a high-quality service environment within the financial services industry. They will be responsible for a wide variety of client processes and communications while having awareness of operational processes to achieve the client's needs. Must have a basic understanding of finance, investments, and investment products.

Preferred education and/or experience includes: 2+ years' experience interacting with clients in a high-quality service environment is required. 1 year or more of experience in personal financial planning, wealth management, tax preparation or banking is preferred. Bachelor's degree or greater is preferred, but not required for applicants with sufficient relevant experience to the position.

Location: Council Bluffs, IA


  • Utilize excellent interpersonal, written, and verbal communication skills to manage emails and calls from clients, staff, and others
  • Manage the reception and shared office areas to ensure in-person, telephone and online client communications are of the highest quality to the public
  • Maintain and assist in the management of all necessary office and client records and their compilation, including taking detailed notes and conducting business with confidentiality
  • Greet, interact with and answer calls for current and prospective clients about their financial plan with high quality of client service
  • Assist and support fiduciary offices, investment advisors, and other financial planning staff as needed
  • Identify opportunities to improve service delivery and support process improvement initiatives
  • Promote good client relations by providing prompt and courteous service on all daily inquiries received from current and prospective clients
  • Coordinate, organize, process and oversee client service projects that deliver on client account needs.
  • Operates in full compliance with internal policies, banking and company regulations, policies and procedures, as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn't meet regulatory requirements including fraud, whether suspected or confirmed, to management.
  • Maintain a knowledge about financial services compliance and regulation.
  • Prepare and process month-end, quarter-end, and year-end reporting as applicable.
  • Ability to use independent judgment.
  • Positive attitude and willingness to work in a team environment.
  • Ability to perform all other duties as assigned.
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
  • Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial.
  • To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.
  • Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs.

 #TSBank


Benefits:

Competitive benefits package:

  • Health and dental insurance
  • Life insurance package
  • Generous PTO and holiday package
  • 401K contribution and match
  • Professional development expense allowance
  • Gym membership reimbursement
  • Tuition reimbursement
  • Paid volunteer time off (VTO)
  • Wellness program

Apply