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Sr Client Associate Jobs in Iowa (NOW HIRING)

Industry/Sector Not Applicable Specialism Oracle Management Level Senior Associate & Summary A ... Accounting, Finance Minimum Years of Experience: 3 year(s) with advisory client facing Oracle EPM ...

Focused on relationships, you are building meaningful client connections, and learning how to ... As a Senior Associate you will analyze complex problems, mentor others, and maintain elevated ...

Senior Accountant

Davenport, IA · On-site

$70K - $88K/yr

Senior Accountant Location: Davenport, IA Employment Type: Full-Time We are partnered with a Top 10 ... Manage client engagements, ensuring timely and accurate delivery * Serve as a key point of contact ...

Senior Accountant

Cedar Rapids, IA

$72K - $91K/yr

Senior Accountant Location: Cedar Rapids, IA Employment Type: Full-Time We are partnered with a Top ... Manage client engagements, ensuring timely and accurate delivery * Serve as a key point of contact ...

Senior Accountant

Dubuque, IA

$69K - $87K/yr

Senior Accountant Location: Dubuque, IA Employment Type: Full-Time We are partnered with a Top 10 ... Manage client engagements, ensuring timely and accurate delivery * Serve as a key point of contact ...

Showing results 41-60

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:

Salesforce Consulting Senior Associate

Pwc

Des Moines, IA

$77K - $202K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 12 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

Salesforce

Management Level

Senior Associate

Job Description & Summary

At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Respond effectively to the diverse perspectives, needs, and feelings of others.
Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
Use critical thinking to break down complex concepts.
Understand the broader objectives of your project or role and how your work fits into the overall strategy.
Develop a deeper understanding of the business context and how it is changing.
Use reflection to develop self awareness, enhance strengths and address development areas.
Interpret data to inform insights and recommendations.
Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Salesforce Consulting team you develop and implement scalable technical solutions that meet client requirements. As a Senior Associate, you guide and mentor junior team members while navigating complex challenges to deliver quality work and build meaningful client relationships.
Responsibilities
- Analyze and interpret data to provide actionable insights
- Develop strategies to enhance Salesforce applications
- Uphold professional standards and exemplary practices in consulting
- Proactively identify and address potential project risks
What You Must Have
- Bachelor's Degree
- 3 years of experience
What Sets You Apart
- Master's Degree preferred
- Certifications Preferred: Salesforce.com Certified Administrator, Salesforce.com Certified Developer, Salesforce.com Certified Sales/Service/Experience Consultant
- Demonstrating hands-on experience with Salesforce configuration
- Defining scalable technical solution architecture
- Translating customer requirements into working solutions
- Managing communication with development teams

Travel Requirements

Up to 80%

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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Benefits

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Workplace

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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