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Client Services Associate The Village is one of the region's leading non-profit human service organizations. We provide behavioral health and other community services across North Dakota and ...
Client Services Associate
Saint Augusta, MN · On-site
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Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...
Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...
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Chattanooga, TN · On-site
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Manhattan, NY · On-site
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Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...
Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...
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Client Services Associate
Chattanooga, TN · On-site
As a member of the Client Service Team, the Client Service Associate (CSA) responsibilities focus on the daily activities that support our mission of providing excellent client service. Duties and ...
As a member of the Client Service Team, the Client Service Associate (CSA) responsibilities focus on the daily activities that support our mission of providing excellent client service. Duties and ...
As a member of the Client Service Team, the Client Service Associate (CSA) responsibilities focus on the daily activities that support our mission of providing excellent client service. Duties and ...
Client Services Associate
El Paso, TX · On-site
The Client Services Associate will support 1 - 3 Financial Advisors by handling client/advisor service activities. This associate will focus on delivering exceptional client/advisor experience so ...
Quick apply
Client Services Associate
El Paso, TX · On-site
The Client Services Associate will support 1 - 3 Financial Advisors by handling client/advisor service activities. This associate will focus on delivering exceptional client/advisor experience so ...
Client Services Associate
$22 - $26/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
Client Services Associate
$22 - $26/hr
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Client Services Associate
West Sacramento, CA · On-site
$22 - $26/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
Client Services Associate
West Sacramento, CA · On-site
$22 - $26/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
Client Services Associate
Charlotte, NC · On-site
$22 - $24/hr
Client Services Associate Location: Charlotte, NC Industry: Insurance / Professional Services Pay: $22/hr.-$24/hr. Benefits: This position is eligible for Medical, Dental, Vision, and 401K. 40-Hour ...
Quick apply
Client Services Associate
Charlotte, NC · On-site
$22 - $24/hr
Client Services Associate Location: Charlotte, NC Industry: Insurance / Professional Services Pay: $22/hr.-$24/hr. Benefits: This position is eligible for Medical, Dental, Vision, and 401K. 40-Hour ...
Client Services Associate
West Sacramento, CA · On-site
$22 - $26/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
Client Services Associate
West Sacramento, CA · On-site
$22 - $26/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
Client Services Associate
Denver, CO · On-site
Our family of financial services companies offers local government investment pool administration ... Must be able to work closely with the other client service associates, and management. * Strong ...
Client Services Associate
Denver, CO · On-site
Our family of financial services companies offers local government investment pool administration ... Must be able to work closely with the other client service associates, and management. * Strong ...
Client Services Associate
New York, NY · On-site
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Client Services Associate
New York, NY · On-site
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Client Services Associate
El Paso, TX · On-site
The Client Services Associate will support 1 - 3 Financial Advisors by handling client/advisor service activities. This associate will focus on delivering exceptional client/advisor experience so ...
Client Services Associate
El Paso, TX · On-site
The Client Services Associate will support 1 - 3 Financial Advisors by handling client/advisor service activities. This associate will focus on delivering exceptional client/advisor experience so ...
The Investment Client Strategy Associate supports the strategic growth and development of the ... investment products, services, and solutions that align with client objectives and advisor ...
The Investment Client Strategy Associate supports the strategic growth and development of the ... investment products, services, and solutions that align with client objectives and advisor ...
Client Services Associate
Denver, CO · On-site
Our family of financial services companies offers local government investment pool administration ... Must be able to work closely with the other client service associates, and management. * Strong ...
Client Services Associate
Denver, CO · On-site
Our family of financial services companies offers local government investment pool administration ... Must be able to work closely with the other client service associates, and management. * Strong ...
Investment Client Services Associate information
See salary details
$10.10 - $12.89
3% of jobs
$12.89 - $15.69
12% of jobs
$16.90 is the 25th percentile. Wages below this are outliers.
$15.69 - $18.49
23% of jobs
The median wage is $19.83 / hr.
$18.49 - $21.28
24% of jobs
$23.58 is the 75th percentile. Wages above this are outliers.
$21.28 - $24.08
15% of jobs
$24.08 - $26.88
10% of jobs
$26.88 - $29.68
6% of jobs
$29.68 - $32.47
2% of jobs
$32.47 - $35.27
2% of jobs
$35.27 - $38.07
1% of jobs
$38.07 - $40.87
1% of jobs
$10
$22
$40
How much do investment client services associate jobs pay per hour?
As of Sep 15, 2026, the average hourly pay for investment client services associate in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.
How much does a private client investment services associate make?
A private client investment services associate typically earns between $50,000 and $80,000 annually, depending on experience, location, and firm size. Compensation may also include bonuses and benefits, especially in financial services environments that value client relationship skills and financial knowledge.
What does an investment client services associate do?
An investment client services associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They often use customer relationship management (CRM) tools and need strong communication skills to ensure client satisfaction and accurate service delivery.
What cities are hiring for Investment Client Services Associate jobs?
Cities with the most Investment Client Services Associate job openings:
What are popular job titles related to Investment Client Services Associate jobs?
For Investment Client Services Associate jobs, the most frequently searched job titles are:
Investment Client Strategy Associate
Independence, IA • On-site
BankIowa
• Commercial Banking • 11 - 50 employees11 - 50 employees
Full-time
Re-posted 2 days ago
Job description
Position Summary: The Investment Client Strategy Associate supports the strategic growth and development of the Investment Division by partnering with advisors to deliver portfolio monitoring, client review preparation, and wealth planning analysis. The associate proactively identifies planning opportunities as a strategic resource by providing client insights, business analysis, reporting, project management, and coordination of key initiatives. The associate will leverage opportunities to develop client presentations that help advisors deepen relationships and grow assets.
Key Responsibilities
- Monitor all advisory portfolios for allocation drift, cash balances, concentrated positions and risk changes.
- Analyze client relationships, investment activity, portfolio trends, revenue, profitability, and other business metrics to identify opportunities and areas for improvement.
- Partner with investment professionals to understand client needs and develop strategies to deepen relationships and increase engagement.
- Proactively identify opportunities to capture additional client assets and strengthen overall client relationships.
- Assist in identifying opportunities to introduce investment products, services, and solutions that align with client objectives and advisor recommendations as presented in the portfolio analysis.
- Serve as central point of coordination for key client strategy initiative, ensuring appropriate follow-up, accountability and execution.
- Identifies rebalancing opportunities.
- Maintain a strong understanding of bank policies, regulatory requirements, risk management expectations, and applicable investment practices.
- Perform miscellaneous duties as requested by supervisor.
Education, Experience, and Other Requirements:
- Bachelor's degree in Finance, Business, Economics, or a related field.
- Series 7, 65 and/or 66 licenses are required.
- 2-5 years of experience in investment management, wealth management, banking, financial services, consulting, strategy, or a related field.
- Strong analytical and financial acumen with the ability to interpret business and investment data.
- Demonstrated ability to develop presentations and communicated recommendations to various levels of leadership.
- Strong organizational and project management skills with the ability to manage multiple priorities.
- Proficiency in Microsoft Excel and PowerPoint.
- Must be bondable
Physical Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Performance of the job will include physical duties commensurate with a general office environment.
The employee must occasionally lift and/or move up to ten pounds.
About BankIowa
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
11 - 50 Employees
Headquarters location
Cedar Rapids, IA, US
Year founded
1921