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Customer Operations Associate Jobs in Norwalk, IA

Why You'll Love This Role Our Customer Experience (CX) Operations team manages post-sales programs that drive onboarding, adoption, and long-term customer success. From communications to reporting ...

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Customer Operations Associate information

See Norwalk, IA salary details

$9

$24

$47

How much do customer operations associate jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for customer operations associate in Norwalk, IA is $24.07, according to ZipRecruiter salary data. Most workers in this role earn between $15.77 and $25.67 per hour, depending on experience, location, and employer.

What is the role of a customer operations associate?

A customer operations associate is responsible for managing customer accounts, resolving issues, and ensuring a positive customer experience. They often use customer relationship management (CRM) tools and require strong communication and problem-solving skills to support business operations effectively.

What is the difference between Customer Operations Associate vs Customer Service Representative?

AspectCustomer Operations AssociateCustomer Service Representative
Primary FocusHandling operational processes, order management, and backend supportAssisting customers directly with inquiries, complaints, and product information
Required SkillsProcess management, technical proficiency, problem-solvingCommunication skills, empathy, product knowledge
Work EnvironmentBackend teams, cross-departmental collaborationFrontline customer interaction, call centers, retail
Common UsageIn logistics, e-commerce, SaaS companiesIn retail, telecom, service industries

The Customer Operations Associate primarily manages backend processes and operational tasks, while the Customer Service Representative focuses on direct customer interactions. Both roles are essential in customer support but differ in their scope and daily responsibilities.

What does a customer operations associate do?

A customer operations associate is responsible for managing customer accounts, resolving issues, and ensuring a positive experience. They often use customer relationship management (CRM) tools and communicate via phone, email, or chat to support clients and coordinate internal processes.

What are some common challenges faced by customer operations associates, and how can they be managed?

Customer Operations Associates often encounter challenges such as managing high volumes of customer inquiries, addressing complex or sensitive issues, and adapting to frequently changing procedures or technologies. Staying organized, maintaining clear communication, and proactively collaborating with team members can help manage these challenges effectively. Many organizations also provide ongoing training and support, enabling associates to continually develop their problem-solving and customer service skills.

What are the key skills and qualifications needed to thrive as a customer operations associate?

To thrive as a Customer Operations Associate, you need strong problem-solving abilities, attention to detail, and familiarity with customer service processes, often supported by a bachelor’s degree or relevant experience. Proficiency with customer relationship management (CRM) software, ticketing systems, and basic office tools like spreadsheets is typically required. Excellent communication, patience, and a proactive attitude are essential soft skills for effectively addressing customer needs and collaborating with internal teams. These skills and qualities are crucial for ensuring customer satisfaction, efficient operations, and high-quality service delivery.
What cities near Norwalk, IA are hiring for Customer Operations Associate jobs? Cities near Norwalk, IA with the most Customer Operations Associate job openings:
Infographic showing various Customer Operations Associate job openings in Norwalk, IA as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $50,062 per year, or $24.1 per hour.

Operations Associate, Wealth

Integritymarketing

Des Moines, IA • On-site

Full-time

Posted 13 days ago


Job description

The Role

As an Operations Associate, Wealth Services, you will play a critical role in supporting advisors and wealth management teams by serving as a subject matter expert across key wealth technology platforms, including Black Diamond, Salentica, CRM Wealth Platform, and RCI.

In this highly collaborative role, you will be a trusted resource for advisors, helping them navigate systems, resolve complex issues, and optimize platform functionality. You will work closely with internal teams and external partners to support onboarding, training, data integrity, and operational excellence across the wealth services organization.

This position is ideal for a detail-oriented professional who enjoys problem solving, building relationships, and leveraging technology to create a seamless advisor experience.

Essential Job Functions, other duties assigned

Advisor Support & Relationship Management
  • Serve as a primary point of contact for advisors regarding platform functionality, navigation questions, account reviews, and transaction-related inquiries.

  • Resolve complex service requests and escalated issues while ensuring a high-quality advisor experience.

  • Act as a liaison between advisors, internal teams, and business partners to facilitate timely issue resolution.

Training & User Enablement
  • Deliver virtual and in-person training sessions, webinars, and development programs for advisors, Registered Representatives, and Investment Advisor Representatives.

  • Provide one-on-one coaching and support to users as needed.

  • Assist with onboarding new users by setting up system access and ensuring a smooth transition onto wealth platforms.

Platform Administration & Data Management
  • Maintain user accounts, permissions, security rights, and group assignments across supported systems.

  • Manage the flow of data between Black Diamond and related platforms, ensuring information is accurate, complete, and up to date.

  • Monitor and maintain data integrity through regular audits, updates, and validation activities.

Operational Support & Project Coordination
  • Review and triage advisor service tickets, routing requests to the appropriate teams and stakeholders.

  • Coordinate account assignments, household setup, and workload distribution across teams.

  • Track, monitor, and report on project status, training effectiveness, webinar feedback, and operational initiatives.

  • Prepare reporting and documentation related to customer satisfaction, platform usage, and team performance metrics.

Knowledge, Skills, and Abilities

  • Commitment to demonstrating company core values.

  • Exceptional written and verbal communication skills.

  • Strong active listening skills with the ability to understand advisor needs and deliver effective solutions.

  • Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.

  • Strong analytical and problem-solving abilities.

  • Ability to collaborate across departments and coordinate efforts among multiple stakeholders.

  • High level of attention to detail and commitment to accuracy.

  • Experience reviewing, validating, and managing large data sets.

  • Understanding of broker-dealer and RIA business processes and operational workflows.

Experience and Education

Experience:

  • 3-5 years of experience in Financial Services, Wealth Management, or a related industry.

  • Experience working with wealth reporting, CRM, or advisor technology platforms.

  • Experience supporting platforms such as Pershing, Schwab, Fidelity, or similar custodial and wealth management systems.

  • Hands-on experience with Black Diamond or a comparable portfolio reporting platform is required.

Education:

Four-year college or university program certificate in Business, Finance or related field; or equivalent combination of education and experience.

Licensing:

None

Physical Requirements

Office Position

Travel

10%

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.