257 Results for

Client Associate Jobs in Iowa

United States of America

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1250 NORTHWEST 128TH STREET:CLIVE

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United States of America

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2308 56TH AVENUE WEST:BETTENDORF

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Ames, IA30+ days ago

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Ames, Iowa30+ days ago

What You'll Be Doing:

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Davenport, IA22 days ago

However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

Davenport, IA15 days ago

However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

Davenport, IA17 days ago

By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities.

At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities.

Council Bluffs, IA22 days ago

Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs. Operates in full compliance with internal policies, banking and company regulations, policies and procedures, as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements.

Coralville, IA15 days ago

Day-to-day, you'll handle incoming calls, complete client intakes (Older American Act, Medicaid, and Private Pay), assess eligibility, manage database records, and help coordinate volunteer meal route coverage. Horizons is looking for a compassionate and organized Client Services Associate to support our Meals on Wheels program in Johnson County.

Fiserv Inc logo

IA30 days ago
  • $120,000–$198,000 Per Year

For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.

Davenport, Iowa18 days ago

By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities.

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.

New!

Des Moines, IA2 days ago
  • $40,000–$50,000 Per Year

p>About the team:

As part of our Client Success team, you will work alongside an experienced Senior Client Success Partner to learn the craft of client success through hands-on observation and guided development.

Once hired, you will:

  • Shadow your assigned Senior CSP on client calls - taking notes, joining pre-call prep, and participating in post-call debriefs to build client knowledge.

Dubuque, IA30+ days ago
  • $45,000–$60,000 Per Year

li>

Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.

West Des Moines, IA30+ days ago

The Client Success Associate (CS Associate) assists with Engagement Solutions project planning and delivery, internal and client-facing meetings and communications, reporting and other project and program-related support tasks. ITA Group is an employee-owned engagement and loyalty company that provides data-driven solutions designed to uniquely motivate and inspire our clients' employees, channel partners and customers.

Des Moines, IA23 days ago
Remote
  • $55,800–$100,800 Per Year

Wichita, KS: $55,800 - $75,600 / year Des Moines, IA: $58,900 - $79,800 / year Charlotte, NC: $62,000 - $84,000 / year Chicago/Minneapolis: $68,200 - $92,400 / year Los Angeles/New York City: $74,400 - $100,800 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $55800 - $100800 / year Salary Details The following locations are examples of market-specific salary ranges across different geographies.

Des Moines, IA16 days ago
  • $20.87–$27.84 Per Hour

Private Wealth Management (PWM) Client Service Team Associate is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Des Moines, Iowa15 days ago
Remote

The Client Services Associate will assist clients with inquiries, service support, and ongoing communication while maintaining a high level of professionalism and organization. This role is ideal for individuals who enjoy helping people, communicating effectively, and providing excellent customer experiences in a remote work environment.

New!

Des Moines, Iowa1 day ago

a href="https://dhigroupinc.com/home/default.aspx" rel="nofollow">DHI Group, Inc. is the parent company of career marketplaces, Dice and ClearanceJobs.

Des Moines pay range: Base salary/pay per year, plus 10% annual bonus at 100% of plan targets tied to company and individual performance.

Clive, IA30+ days ago

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

New!

Cedar Falls, Iowa4 days ago

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*All interviews will be conducted via Zoom video conferencing
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities?

Council Bluffs, Iowa30+ days ago

Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.

Davenport, Iowa18 days ago

By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities.

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.

Marion, Iowa30+ days ago

20.59 - $31.91

To access our Benefits Guide/Plan Information, please click the link below:

http://www.sih.net/careers/benefits. • Coordinates on-site scheduling for occupational health clients; Establish and set schedules according to client needs of all Occupation Med Tech staff.

Johnston, IA30+ days ago

Provide assistance with online banking, mobile banking, bill pay access, debit card transactions, and disputed transactions; may transfer calls to appropriate parties and ensure proper identification and verification is obtained. ESSENTIAL FUNCTIONS: Answer client calls and respond to requests through various channels (ITM, video banking and chat functions) in a professional manner that is aligned with our core values, brand, and reputation.

Davenport, IA30+ days ago

Provide assistance with online banking, mobile banking, bill pay access, debit card transactions, and disputed transactions; may transfer calls to appropriate parties and ensure proper identification and verification is obtained. ESSENTIAL FUNCTIONS: Answer client calls and respond to requests through various channels (ITM, video banking and chat functions) in a professional manner that is aligned with our core values, brand, and reputation.

Cedar Rapids, IA30+ days ago

li>Provide assistance with online banking, mobile banking, bill pay access, debit card transactions, and disputed transactions; may transfer calls to appropriate parties and ensure proper identification and verification is obtained.

ESSENTIAL FUNCTIONS:

  • Answer client calls and respond to requests through various channels (ITM, video banking and chat functions) in a professional manner that is aligned with our core values, brand, and reputation.

Cedar Rapids, IA30+ days ago
Remote

Every Switch team member contributes to a mission greater than themselves: to create the worlds most advanced digital infrastructure that powers the progress of humanity. You receive requests, assess urgency, coordinate with the right internal teams, and track work through resolution using established workflows.

Des Moines, IA30+ days ago
Remote
  • $60,500–$67,500 Per Year

Total potential compensation range for your first full year in this role is $60,500 - $67,500 ($52,000 - $58,000 base salary determined by skills and experience) plus quarterly performance-based bonuses, merit increases, and company bonuses.

If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of crew" as a Client Service Excellence Center associate.

National30+ days ago
  • $90,000–$110,000 Per Year

p>Were Looking For:

  • Education & Experience: Bachelors degree in Business, Marketing, or a related field, with 5+ years of experience leading sales and/or customer support teams in high-volume, multi-location environments. You will lead and develop a team of Inside Account Executives managing books of business across 500+ communities, driving consistent execution, strong communication, and effective problem resolution.

Des Moines, IA28 days ago
  • $21–$27 Per Hour

Johnson Controls, a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, helps customers use energy more productively, reduce carbon emissions, and operate with the precision and resilience required in rapidly expanding industries such as data centers, healthcare, pharmaceuticals, advanced manufacturing, and higher education. Backed by advanced technology, lifecycle services and an industry-leading field organization, we elevate customer performance, turn goals into real-world results and help move society forward.

Des Moines, IA30+ days ago
Remote

Total potential compensation range for your first full year in this role is $60,500 - $67,500 ($52,000 - $58,000 base salary determined by skills and experience) plus quarterly performance-based bonuses, merit increases, and company bonuses, plus up to a $15,000 bonus upon obtaining the required licensing.

If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of crew" as a Client Service Excellence Center associate.

Johnson Controls logo

Des Moines, Iowa29 days ago

div>

Johnson Controls, a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, helps customers use energy more productively, reduce carbon emissions, and operate with the precision and resilience required in rapidly expanding industries such as data centers, healthcare, pharmaceuticals, advanced manufacturing, and higher education.

Johnson Controls International plc.

Iowa City, IA30+ days ago

We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Mortgage, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Garrett Brander, Wealth Management Advisor CFP®, ChFC®, RICP®, WMCP®: How long with NM: Started as an intern in 2011; later became Managing Director for the Iowa City office, where he served for seven years.

Des Moines, IA18 days ago

KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. This role is responsible for handling inbound customer inquiries, documenting service interactions, resolving issues, and fulfilling callback commitments while delivering an exceptional customer experience.

New!

Des Moines, IA3 days ago
  • $21.01–$29.41 Per Hour

p>At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.

Deliver client service for daily record-keeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of customer satisfaction.

Cherokee, IA23 days ago

Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.

Des Moines, IA18 days ago

p>Olsson provides multidisciplinary, preliminary, and construction design services for mixed-use, commercial, and residential land development projects, along with industrial, sports, schools, and other site development types.

  • Creates and communicates project scope, schedule, and budget with the project team, client, and contractors and serves as primary liaison by informing all parties of project progress and challenges.

  • Cedar Rapids, IA30+ days ago
    • $30–$36 Per Hour

    In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.

    Altoona, IA30+ days ago

    KNOWLEDGE, SKILLS, AND ABILITY: • Ability to calculate figures such as discounts and make change to customers • Ability to communicate in a friendly and professional manner to our customers and other associates • Ability to establish and maintain effective working relationships with Management, coworkers and customers • Ability to operate computerized Point of Sale register system. • Occasionally work in low or high temperatures • Occasionally work in noisy environments • Light work that includes constantly lifting and moving objects up to 20 pounds, occasionally move and lift objects up to 100 pounds or more (utilizing a team lift as needed).

    Thermo Fisher Scientific Inc logo

    IA30+ days ago

    What Youll Do: Monitors investigator sites with a risk-based monitoring approach: applies root cause analysis (RCA), critical thinking and problem-solving skills to identify site processes failure and corrective/preventive actions to bring the site into compliance and decrease risks. May need to maintain regular contact between monitoring visits with investigative sites to confirm that the protocol is being followed, that previously identified issues are being resolved and that the data is being recorded in a timely manner.

    Kohl's Corp logo

    Ottumwa, IA30 days ago

    Engage customers by greeting them and offering assistance with products and services, operate a cash register, scan items, bag merchandise and properly handle different methods of payment. In this role, you will deliver excellent customer service in point of sale and customer services processes while focusing on consistent execution and operational efficiency.

    Cedar Rapids, IA30+ days ago

    Our full-service veterinary hospital provides comprehensive care for dogs, cats, and small mammals, with a strong focus on preventive medicine, wellness care, diagnostics, surgery, and senior pet health. Where required under applicable law, the company provides eligible employees with paid sick leave, health emergency leave, and similar benefits programs, all in accordance with the requirements of state and local law depending on the location of the practice you support.

    Iowa City, IA30+ days ago
    • $59,840–$71,400 Per Year

    This can include accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not for profit organizations. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.

    Marion, IA30+ days ago

    Wealth Management Associates are expected to support other Trust and Wealth Management Officers with business development and ongoing account administration, including developing and implementing personalized financial plans, monitoring of client investment portfolios managed by the Bank and other client administrative responsibilities to ensure smooth day-to-day client experiences and supporting department and bank growth. Administer various wealth management accounts including all types of IRAs and Individual Portfolios as provided under the governing instrument in accordance with Bank policy, established practice, approved procedures and legal constraints with primary focus in the area of financial and retirement planning.

    PricewaterhouseCoopers LLP logo

    IA30+ days ago
    • $77,000–$202,000 Per Year

    li>Demonstrating a broad understanding of enterprise applications to which Salesforce.com is commonly integrated to enable end-to-end ecosystem for enterprise customers (e.g., SAP, Oracle, Marketo and related cloud and/or on-premise ERP business applications).

    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.

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