ZipRecruiter

Log In

1

Client Services Associate Jobs in Montrose, IA (NOW HIRING)

H&R Block

Tax Associate

Keokuk, IA · On-site

$50K - $67K/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 ...

gpac

Associate Veterinarian

Burlington, IA · On-site

$115K - $150K/yr

I am seeking an Associate Veterinarian for a full-service pet hospital. This practice is rated as ... We are extremely competitive, client-focused and realize that our value is in our ability to ...

gpac

Associate Veterinarian

Keokuk, IA · On-site

$115K - $150K/yr

I am seeking an Associate Veterinarian for a full-service pet hospital. This practice is rated as ... We are extremely competitive, client-focused and realize that our value is in our ability to ...

gpac

Associate Veterinarian

Fort Madison, IA · On-site

$115K - $150K/yr

I am seeking an Associate Veterinarian for a full-service pet hospital. This practice is rated as ... We are extremely competitive, client-focused and realize that our value is in our ability to ...

Spar Group

Retail Store Stocking Associate

Keosauqua, IA · On-site

$13.75 - $15.75/hr

Opportunities to service multiple retailers and brands What You'll Do * Review project instructions and client expectations before each assignment * Execute merchandising projects according to client ...

Spar Group

Retail Store Stocking Associate

Farmington, IA · On-site

$13 - $15/hr

Opportunities to service multiple retailers and brands What You'll Do * Review project instructions and client expectations before each assignment * Execute merchandising projects according to client ...

next page

Showing results 1-20

All JobsClient Services Associate JobsClient Services Associate Jobs in Montrose, IA

Client Services Associate information

See Montrose, IA salary details

$9

$20

$36

How much do client services associate jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for client services associate in Montrose, IA is $20.02, according to ZipRecruiter salary data. Most workers in this role earn between $15.24 and $22.36 per hour, depending on experience, location, and employer.

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 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.

What are the key skills and qualifications needed to thrive as a client services associate?

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 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 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.

More about Client Services Associate jobs

What cities near Montrose, IA are hiring for Client Services Associate jobs?

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Montrose, IA as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $41,638 per year, or $20 per hour.

Tax Associate

H&R Block

Keokuk, IA • On-site

$50K - $67K/yr

Full-time

Posted 14 days ago

H&R Block rating

5.6

Company rating: 5.6 out of 10

Based on 291 frontline employees who took The Breakroom Quiz

146th of 151 rated financial services

Job description

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 directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
  • Meet with clients to gather information and understand their tax situation
  • Prepare complete and accurate tax returns with training and support from experienced teammates
  • Explain tax information clearly and provide recommendations in a way clients can easily understand
  • Identify tax savings opportunities and recommend relevant products and services
  • Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
  • Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Required Qualifications
  • Successful completion of the H&R Block Income Tax Course1
  • Experience interacting with customers or clients in a service-oriented environment
  • Strong communication skills, including explaining information clearly and asking questions to understand needs
  • Problem-solving skills, including organizing information and identifying solutions
  • Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
  • High school diploma / GED/ equivalent

Preferred Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
  • Experience asking questions and recommending solutions based on customer needs
  • Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods
  • Availability to work evenings and weekends during tax season

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Sponsored Job
Molitor-14250-SPRINGFIELD IL

What H&R Block employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

H&R Block logo

About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

View All H&R Block Jobs

Apply