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Sr Client Associate Jobs in Iowa (NOW HIRING)

These individuals analyse client needs, implement software solutions, and provide training and ... As a Senior Associate you are expected to analyze complex problems, mentor others, and maintain ...

As a Senior Associate, you will build meaningful client connections and learn how to manage and inspire others. You will navigate increasingly complex situations, growing your personal brand and ...

As a Senior Associate, you will focus on building meaningful client connections and learning how to manage and inspire others. You will navigate increasingly complex situations, growing your personal ...

Tax Senior Associate

Dubuque, IA · Hybrid

$76K - $95K/yr

In-office, or Hybrid Typical Day in the Life A typical day as a Tax Senior Associate in Dubuque, IA ... Gathering relevant tax-related information from the client so an accurate tax return can be ...

Tax Senior Associate

Dubuque, IA · Hybrid

$76K - $95K/yr

In-office, or Hybrid Typical Day in the Life A typical day as a Tax Senior Associate in Dubuque, IA ... Gathering relevant tax-related information from the client so an accurate tax return can be ...

Tax Senior Associate

Dubuque, IA · On-site

$76K - $95K/yr

In-office, or Hybrid Typical Day in the Life A typical day as a Tax Senior Associate in Dubuque, IA ... Gathering relevant tax-related information from the client so an accurate tax return can be ...

As a Senior Associate, you will focus on building meaningful client connections and learning how to manage and inspire others. You will navigate increasingly complex situations, growing your personal ...

Showing results 21-40

Sr Client Associate information

What is a Sr Client Associate?

Sr Client Associates, or Senior Client Associates, are experienced professionals who support financial advisors or client relationship managers in delivering services to clients. Their responsibilities often include managing client accounts, handling transactions, resolving client inquiries, preparing reports, and ensuring compliance with regulations. They play a key role in maintaining and strengthening client relationships by providing efficient and personalized service. Additionally, Sr Client Associates may mentor junior staff and assist with business development activities. This role typically requires strong communication, organizational skills, and a background in finance or customer service.

What are the key skills and qualifications needed to thrive as a Sr Client Associate?

To thrive as a Sr Client Associate, you need strong client service skills, financial acumen, and experience in financial services, often supported by a bachelor's degree and relevant industry licenses (such as FINRA Series 7 and 63/66). Proficiency in CRM platforms, financial planning software, and office productivity tools is typically required. Exceptional communication, attention to detail, and problem-solving abilities help build client trust and foster lasting relationships. These skills and qualities are essential for ensuring client satisfaction, regulatory compliance, and effective support for financial advisors.

How does a Sr Client Associate typically collaborate with financial advisors and other team members to support client needs?

As a Sr Client Associate, you will frequently work closely with financial advisors, operations staff, and sometimes compliance teams to ensure seamless client service. Your responsibilities often include preparing account documentation, resolving client inquiries, and coordinating transactions, which require clear communication and teamwork. Building strong relationships with both clients and internal partners is essential, as you act as a liaison and help maintain client satisfaction. This collaborative environment not only supports client retention but also provides opportunities to learn from experienced colleagues and advance within the organization.

What is the difference between Sr Client Associate vs Client Associate?

AspectSr Client AssociateClient Associate
Required CredentialsBachelor's degree, relevant certifications, experienceBachelor's degree, entry-level experience
Work EnvironmentClient-facing, team collaboration, financial servicesClient-facing, support role, financial services
Employer & Industry UsageFinancial firms, asset management, bankingFinancial firms, banking, investment firms
Common Search & ComparisonHigher responsibility, client interaction, supportEntry-level, support role, learning

The main difference between a Sr Client Associate and a Client Associate lies in experience, responsibilities, and level of client interaction. The Sr Client Associate typically handles more complex client needs, has greater decision-making authority, and requires more experience and certifications. The Client Associate is usually an entry-level role focused on supporting client services. Both roles are common in financial services, but the senior position offers more responsibility and expertise.

What does a senior client associate do?

A senior client associate manages client relationships, provides financial or service support, and ensures client needs are met efficiently. They often handle complex inquiries, coordinate with teams, and use tools like CRM systems to maintain client accounts and support senior staff.

What cities in Iowa are hiring for Sr Client Associate jobs?

Cities in Iowa with the most Sr Client Associate job openings:

GIS Integration Support (SAP/OverIT), Senior Associate

Pwc

Des Moines, IA

$77K - $202K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago


PwC rating

8.3

Company rating: 8.3 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

26th of 72 rated business consultants


Job description

Industry/Sector

Not Applicable

Specialism

Functional & Industry Technologies

Management Level

Senior Associate

Job Description & Summary

The Opportunity
As a GIS Integration Support (SAP/OverIT), Senior Associate, you will play a pivotal role in helping clients optimize operational efficiency through business application consulting. You will analyze client needs, implement software solutions, and provide training and support for seamless integration and utilization of business applications, enabling clients to achieve their strategic objectives. Within our Business & Supply Chain Operations practice, you will focus on utilizing Esri's software suite, such as ArcGIS, to analyze, manage, and visualize geographic data across various fields including urban planning, environmental management, and transportation.
As a Senior Associate, you will build meaningful client connections and learn how to manage and inspire others. You will navigate increasingly complex situations, growing your personal brand and deepening your technical skills. You are expected to anticipate the needs of your teams and clients, delivering quality solutions even when the path forward isn't clear. In this role at PwC, you will use a broad range of tools and methodologies to generate new ideas and solve problems, interpreting data to inform insights and recommendations while upholding professional and technical standards.
Responsibilities
- Analyzing client needs to implement and support business application solutions
- Utilizing Esri's software suite, such as ArcGIS, to manage and visualize geographic data
- Providing training and support for seamless integration of business applications
- Collaborating with clients to optimize operational efficiency through software solutions
- Developing and maintaining meaningful client relationships to anticipate and address needs
- Navigating complex situations to deliver quality solutions and grow personal skills
- Applying critical thinking to break down complex concepts and inform insights
- Upholding professional and technical standards in all client engagements
- Leveraging Geographic Information System (GIS) applications for urban planning and environmental management
- Contributing to team efforts in field service and operations modernization initiatives
What You Must Have
- At least a Bachelor's degree
- At least 3 years of experience
What Sets You Apart
- Preference for a Master's of Business Administration or PHD degree in at least one of the following fields of study: Computer and Information Science, Computer Engineering, Computer Management, Computer Science, Engineering, Geography, Geological Engineering, Geophysics, Information Technology, Management Information Systems
- Utilizing Esri Mapping Software and Geographic Information System (GIS) Applications
- Demonstrating intellectual curiosity and learning agility in complex environments
- Building meaningful client connections and anticipating client needs
- Navigating ambiguity and delivering quality in complex situations
- Developing a deeper understanding of business context and strategy
- Excelling in communication and teamwork within client engagements

Travel Requirements

Up to 60%

Job Posting End Date

The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

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About pwc

Sourced by ZipRecruiter

We know that the future success of our firm is contingent on equitable experiences for our people. From recruitment to partnership, we’re working hard to give every person an equitable opportunity to grow and to thrive as part of our community of solvers. We understand that establishing and maintaining a fair, equitable and welcoming environment for all people requires building a culture of belonging: a shift from awareness to empathy — while demonstrating inclusive leadership that cultivates trust among our people and our clients. PwC is committed to advancing diversity, equity and inclusion (DEI) through an evidence-based strategy designed to achieve well-defined and meaningful aspirational goals. Our aim is to solve problems for the long term, as that is how we build trust and continue to build on our culture of belonging. At the core of this endeavor are stated goals and a series of linked programs enabling targeted interventions at key moments in our employees’ career trajectories.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

London, London, UK