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Client Services Associate Jobs in Iowa (NOW HIRING)

Holmes Murphy

Client Service Consultant, PC

Waukee, IA · On-site

$19 - $23.50/hr

We are looking to add a Client Service Consultant to join our Property Casualty team in Waukee, IA ... Holmes Murphy & Associates is an Equal Opportunity Employer. #LI-GH1

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Client Services Associate information

See Iowa salary details

$9

$21

$38

How much do client services associate jobs pay per hour?

As of Jul 14, 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 does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

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 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 jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

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, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

What does a Client Services Associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
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 July 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 Manager

Client Service Manager

Waverly Advisors, LLC

Waverly, IA • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 days ago

Job description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. Wearen'tyour typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart byactually livingand acting on our guiding principle, 'Serve.' It is the reason we go to work every day. 

In this role,you'llbe challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hopeyou'llgrow as a person and leader in your field and transform those around you as well. 

We are looking to add a Client Service Manager to our team. The Client Service Manager is responsible for overseeing client service support across assigned regions, ensuring consistent service standards, operational continuity, and strong day-to-day execution. This role serves as a resource to Client Service Associates and advisors by managing coverage, monitoring workload, resolving escalated service and custodial issues, and helping implement operational improvements across the firm. 

Responsibilities: 

  • Oversee day-to-day client service support across assigned regions, including managing Client Service Associate coverage, coordinating back-up assignments, and serving as an operational or interim resource when staffing gaps arise. 
  • Monitor regional workflow, task queues, dashboards, and team capacity to help maintain service levels, balanced workloads, and timely completion of operational responsibilities. 
  • Support and help resolve escalated service, custodial, and operational issues, including money movement review responsibilities, account restrictions, required minimum distribution monitoring, and other recurring deadlines. 
  • Partner with Operations, Portfolio Management, Advisors, Regional Directors, and other internal teams to implement process improvements, support new initiatives, and maintain consistent service standards across the firm. 
  • Provide communication, training, and subject matter support to Client Service Associates through regular meetings, onboarding assistance, operational updates, and guidance on major custodian-related issues. 
  • Serve as a liaison across client service and specialized support teams to ensure associates have access to the resources, expertise, and direction needed to deliver strong client service. 

Qualifications and Experience:  

  • 5+ years of experience in wealth management, investment operations, or client service within an RIA, broker-dealer, or custodian environment. 
  • Demonstrated experience supporting or leading client service or operations teams, including workflow oversight, escalation management, or informal leadership. 
  • Strong knowledge of custodial operations, account servicing, money movement, account restrictions, and client onboarding processes. 
  • Hands-on experience with systems such as Salesforce, Orion, and major custodial platforms. 
  • Ability to manage multiple priorities, coordinate coverage, and maintain service quality in a fast-paced environment. 
  • Strong problem-solving, communication, and training skills, with the ability to work effectively across advisors, operations, portfolio management, and service teams. 
  • High attention to detail, sound judgment, and a strong commitment to client service and operational accuracy. 
  • Experience with acquisitions, regional team support, or multi-office service environments is preferred. 

Travel: 

  • Minimal travel isrequired. 

Physical Requirements: 

  • Prolonged periods of sitting at a desk and working on a computer. 
  • Must be able to lift 15 pounds at times. 
  • Must be able to access and navigate each department at the organization's facilities. 

Benefits: 

  • Comprehensive Health, Dental, and Vision coverage to support your overall wellbeing. 
  • 401(k) retirement plan with match and profit sharing to help you invest in your future. 
  • Twelve paid holidays each year. 
  • An extra vacation day during your birthday week-so you cancelebrateyou! 
  • Responsible Time Off Policygivingflexibility without annual PTO limits, while balancing team responsibilities and business needs. 
  • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service. 
  • Compensationcommensuratewith experience. 

Legal: 

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law. 

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