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Client Success Jobs in Waterloo, IA (NOW HIRING)

Northwestern Mutual

Financial Advisor

Waterloo, IA · On-site

$61K - $250K/yr

History of success in relationship-building or client-facing roles * Excellent time-management skills * Desire for continuous learning and collaboration * Proficient critical thinking skills * Strong ...

Northwestern Mutual

Financial Advisor

Waterloo, IA · On-site

$137K - $250K/yr

History of success in relationship-building or client-facing roles * Excellent time-management skills * Desire for continuous learning and collaboration * Proficient critical thinking skills * Strong ...

Northwestern Mutual

Financial Advisor

Waterloo, IA

$137K - $250K/yr

History of success in relationship-building or client-facing roles * Excellent time-management skills * Desire for continuous learning and collaboration * Proficient critical thinking skills * Strong ...

Northwestern Mutual

Financial Advisor

Waterloo, IA · On-site

$61K - $250K/yr

History of success in relationship-building or client-facing roles * Excellent time-management skills * Desire for continuous learning and collaboration * Proficient critical thinking skills * Strong ...

Northwestern Mutual

Financial Advisor

Waterloo, IA · On-site

$137K - $250K/yr

History of success in relationship-building or client-facing roles * Excellent time-management skills * Desire for continuous learning and collaboration * Proficient critical thinking skills * Strong ...

First Bank

Financial Advisor

Cedar Falls, IA · On-site

Exceptional attention to detail, organizational skills, and the ability to deliver accurate financial analysis, documentation, and client reporting are critical to success in this role. Compensation ...

First Bank

Financial Advisor

Cedar Falls, IA · On-site

Exceptional attention to detail, organizational skills, and the ability to deliver accurate financial analysis, documentation, and client reporting are critical to success in this role. Compensation ...

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Showing results 41-60

All JobsClient Success JobsClient Success Jobs in Waterloo, IA

Client Success information

See Waterloo, IA salary details

$32K

$81.9K

$138K

How much do client success jobs pay per year?

As of Aug 23, 2026, the average yearly pay for client success in Waterloo, IA is $81,905.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,700.00 and $97,600.00 per year, depending on experience, location, and employer.

What is client success?

Client Success refers to a role or department within a company that is dedicated to ensuring customers achieve their desired outcomes while using a product or service. Professionals in Client Success act as liaisons between the company and its clients, focusing on building strong relationships, providing ongoing support, and helping clients maximize the value of their purchase. Their responsibilities often include onboarding, training, addressing concerns, and identifying opportunities to enhance customer satisfaction and retention. The ultimate goal of Client Success is to foster long-term client loyalty and drive business growth.

What are the key skills and qualifications needed to thrive as a client success professional?

To thrive as a Client Success professional, you need strong relationship management skills, problem-solving ability, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM platforms like Salesforce or HubSpot and proficiency in customer support tools are typically required. Exceptional communication, active listening, and empathy help you build trust and effectively address client needs. These skills are crucial for ensuring client satisfaction, retention, and long-term business growth.

What are some common challenges faced by client success professionals and how can they be addressed?

Client Success professionals often face challenges such as managing high client expectations, balancing multiple accounts, and ensuring clear communication between clients and internal teams. Addressing these challenges involves proactive communication, effective time management, and developing a deep understanding of the client's business needs. Building strong relationships and regularly soliciting feedback can help prevent misunderstandings and foster long-term client satisfaction.

What is the difference between Client Success vs Customer Support?

AspectClient SuccessCustomer Support
Primary FocusProactively ensuring client satisfaction and long-term successReactively resolving immediate issues and technical problems
Work EnvironmentStrategic, relationship-driven, often involves onboarding and account managementOperational, troubleshooting, and technical assistance
Required SkillsCommunication, relationship management, strategic planningTechnical knowledge, problem-solving, customer service skills

While both roles aim to improve customer experience, Client Success focuses on building long-term relationships and ensuring clients achieve their goals, whereas Customer Support addresses immediate technical issues and troubleshooting. Understanding these differences helps organizations assign the right roles to enhance customer satisfaction and retention.

What job categories do people searching Client Success jobs in Waterloo, IA look for?

The top searched job categories for Client Success jobs in Waterloo, IA are:

What cities near Waterloo, IA are hiring for Client Success jobs?

Cities near Waterloo, IA with the most Client Success job openings:

Client Success jobs near you
Infographic showing various Client Success job openings in Waterloo, IA as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, and 5% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $81,905 per year, or $39.4 per hour.

Managing Director

WealthBridge Financial Group

Waterloo, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 18 days ago

Job description

Managing Director WealthBridge
WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.
You'll have the support, infrastructure, and brand strength of a firm with over 175 years of history-while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.
Requirements
  • Minimum of 3 years of experience in financial services with a growing personal practice
  • Active Life and Health License required
  • FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held)
  • Demonstrated success in client development, planning, and relationship management
  • Leadership ability with a strong interest in mentoring and building high-performing teams
  • Business-driven mindset with a long-term vision for growth
  • Must be authorized to work in the United States

Benefits
  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support

Apply