40 Results for

Client Associate Jobs in Urbandale, IA

Jobs

West Des Moines, IA19 days ago

You will: Respond to and resolve Agent Registered Representatives and Investment Advisor Representatives requests via phone and email according to Farm Bureau policies and clearing firm guidelines in a prompt and efficient way. Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.

West Des Moines, IA10 days ago

The position supports multiple WMAs and WMCs to increase investment advisory, brokerage and mutual fund sales while aiding in operational Opening new clients accounts, processing client requests, monitoring client funding, reporting on Annual Reviews, RMDs, and troubleshooting any issues that arise. Process all new & existing client transactions from beginning to end, ensuring accuracy & timely completion; including but not limited to Client Reviews, Required Minimum Distributions (RMDs), and other processes, as needed.

New!

Des Moines, IA5 days ago

Full-time
Employee

Welcome to Vaco – an uncommon company with an empowered culture. At Vaco, we welcome talented innovators seeking a collaborative environment where creative freedom rings. Since 2002, we have expanded to more than 40 locations, and we have no plans of slowing down anytime soon. We are seeking big thinkers to lead us into the f...

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.

West Des Moines, Iowa13 days ago

Primary responsibilities may include the following, among others: Responsibilities: Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in managing their book of business by ensuring service needs are carried out with the highest level of attention and in a timely manner. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

Des Moines, Iowa30+ days ago

This role requires strong planning skills, proactive communication, and the ability to develop and execute structured strategies while balancing multiple priorities in a fast-paced environment. Manages and maintains day-to-day relationships with client contacts and broker/consultant and actively solve problems with client.

West Des Moines, Iowa30+ days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. This is an 18-month structured learning and development program that will equip upcoming and recent college graduates, as well as career changers, with the skills and knowledge needed to excel in the world of insurance brokering and risk management.

New!

Des Moines, Iowa4 days ago

Investigate and recommend new technology and tools that will enhance the customer experience and team efficiency; create new workflows and processes as our products and solutions evolve; grow the customer relationship through new products, services and locations. Work history must include demonstration of each of the following: Expertise in a broad range of retail areas of concern to include retail services, cash management services, control of cash, cash planning/forecasting.

Des Moines, IA18 days ago

$13–$15 Per Hour

About The ODP Corporation: The ODP Corporation is a leading provider of products and services through an integrated business-to-business (B2B) distribution platform and omnichannel presence, which includes world-class supply chain and distribution operations, dedicated sales professionals, online presence, and a network of Office Depot and OfficeMax retail stores. Print and Tech Expertise: Works to continually develop personal selling skills and product knowledge through sales and service tools provided which includes successful completion, at minimum, of Tech, Print, and other applicable training.

Des Moines, IA18 days ago

$13–$15 Per Hour

West Des Moines, Iowa30+ days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Working closely with our Producers, you’ll be the engine behind identifying new opportunities, building relationships, and setting the stage for impactful client connections.

Des Moines, IA30+ days ago

This position requires a valid driver's license, auto insurance, a good driving record and the ability to pass an extensive background check including checks of the Dependent Adult and Child Abuse registries, Sex Offender registry and a criminal history check. As one of Iowa's most trusted human services agencies, LSI has a legacy of serving children, adults, and families for more than 160 years.

Des Moines, IA30+ days ago

through a wide portfolio of products + offerings, which include Fetch Health Forecast, our pet health and lifestyle blog, The Dig, and our partnerships with Project Street Vet and animal no-kill shelters across North America. Ask anyone who works here, it is an all-hands-on-deck, cross-functional, collaborative effort, where you will be able to interact with brilliant, creative, like-minded individuals who have an equally immense passion for pets.

Altoona, Iowa30+ days ago

A basic toolkit includes a multi-screwdriver, torx security bit set, hammer, cordless drill, allen wrench, box cutter, rubber mallet, socket set, needle nose pliers, precision wire cutters, crescent wrench, easy off, putty knife, microfiber cleaning cloth, and goo gone. At A Glance: If you enjoy hands-on project work, collaboration, and being active in retail environments, our Retail Merchandising Project Associate role offers the opportunity to support well-known consumer electronics brands through structured, multi-rep projects.

Boone, Iowa30+ days ago

Remote

We are seeking a proactive and organized Customer Service Associate to support clients while managing incoming requests and coordinating service details in a remote environment. This role is ideal for individuals who enjoy taking ownership of their work, staying organized, and guiding clients through a structured process.

Des Moines, IA12 days ago

Remote

$23–$27 Per Hour
Full-time

Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.

Des Moines, IA14 days ago

Remote

The Inside Sales Support Associate position works closely with the Distributor Sales Team to drive sales and maintain crucial relationships with the internal team, external sales representatives, and customers. Cross-reference other manufacturers’ part numbers to Keystone products, ensuring accurate product matching while supporting customers and sales team with equivalent solutions.

Des Moines, IA7 days ago

Remote

$20.67–$24 Per Hour
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.

New!

Des Moines, Iowa1 day ago

We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm leads and appointments with existing clients.

Des Moines, IA13 days ago

Remote

$23–$27 Per Hour
Full-time

Ankeny, IA13 days ago

Comfortable working with multiple computer systems (AMS/CRM, carrier portals, quoting tools). This role is built around strong systems, clear expectations, and a team-first environment where following process and coaching is required for success.

New!

Des Moines, IA2 days ago

This role involves handling all phases of commercial, civil, and business litigation for a diverse national and international client base, offering hands-on experience across a broad range of disputes. The ideal candidate has 0–6 years of experience, strong academic credentials, excellent writing, analytical, and research skills, along with organizational abilities and attention to detail.

Des Moines, IA30+ days ago

The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team.

Bondurant, IA28 days ago

of rewards and benefits that our partners may offer, but the specific details surrounding each hospital’s total rewards package will be provided by the hiring manager during each interview process. This hospital is open to considering veterinarians who are experienced, as well as new graduates who are looking to begin their veterinary career!

Des Moines, IA15 days ago

$13–$15 Per Hour

About The ODP Corporation: The ODP Corporation is a leading provider of products and services through an integrated business-to-business (B2B) distribution platform and omnichannel presence, which includes world-class supply chain and distribution operations, dedicated sales professionals, online presence, and a network of Office Depot and OfficeMax retail stores. Print and Tech Expertise: + Works to continually develop personal selling skills and product knowledge through sales and service tools provided which includes successful completion, at minimum, of Tech, Print, and other applicable training.

Des Moines, IA15 days ago

$13–$15 Per Hour

About The ODP Corporation: The ODP Corporation is a leading provider of products and services through an integrated business-to-business (B2B) distribution platform and omnichannel presence, which includes world-class supply chain and distribution operations, dedicated sales professionals, online presence, and a network of Office Depot and OfficeMax retail stores. Print and Tech Expertise: + Works to continually develop personal selling skills and product knowledge through sales and service tools provided which includes successful completion, at minimum, of Tech, Print, and other applicable training.

Des Moines, Iowa17 days ago

Remote

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Des Moines, IA30+ days ago

Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.

Des Moines, Iowa21 days ago

$84,600–$152,400 Per Year

Work closely with subject matter experts (SMEs) to source, interpret, and analyze qualitative and quantitative information to address gaps within the content library, refine responses for accuracy, relevance, and completeness, and coordinate with the content management team to facilitate review, approval, and incorporation of new content into the system for ongoing reuse. What You'll Do: We are hiring for a Senior Associate, RFP who is responsible for leading the submission, peer review, and ongoing enhancement of Requests for Proposal (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), 15(c)s, and consultant database content to support Principal Asset Management’s institutional and intermediary growth and retention objectives.

Des Moines, Iowa13 days ago

Remote

$84,600–$132,000 Per Year

Principal Asset Management is the global investment solutions business for Principal Financial Group® (Nasdaq: PFG), managing about $580 billion in assets and over 60 years of experience. Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.

New!

Des Moines, IA2 days ago

$100,000–$150,000 Per Year

Why this is a great opportunity: you’ll manage cases independently while having a supportive team, develop sharp litigation skills quickly, and work in a stable, respected firm with meaningful, engaging work. We are seeking a Litigation Associate Attorney with 3+ years of experience to handle independent, lower-complexity litigation cases from start to finish in Des Moines, Iowa.

New!

Des Moines, IA2 days ago

Responsibilities include building client relationships, practicing high-quality medicine, and team collaboration, requiring a DVM, valid license, and strong communication skills. The role offers opportunities in preventative care, diagnostics, surgery, internal medicine, urgent care, and client education, with flexibility across hospital settings.

New!

Des Moines, IA2 days ago

$55,000–$151,470 Per Year

This full-time IFS - Finance role involves managing individual tax compliance and planning for executives, including partnership K-1 income, state tax credits, AMT, and year-end strategies. Responsibilities include analyzing complex tax issues, mentoring junior staff, building client relationships, and understanding business contexts.

Des Moines, Iowa14 days ago

$89,300–$152,400 Per Year

https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants. Maintain relationships with joint venture partners, leasing brokers, and property managers, and work with internal teams (finance, legal, engineering, etc.) to ensure smooth execution of asset initiatives and client objectives.

Des Moines, IA30+ days ago

Full-time

This fellowship is exclusively available to law school graduates of the University of Iowa, who graduated between 2022 to 2025, including judicial clerks, or early-career attorneys who are committed to advancing environmental protection, climate action, and equitable solutions to pressing environmental challenges. We use the power of the law and strategic advocacy campaigns to create climate change solutions, advance clean energy, protect public health, and preserve the Midwest's wild and natural places.

West Des Moines, IA30+ days ago

Full-time

You will:Respond to and resolve Agent Registered Representatives and Investment Advisor Representatives requests via phone and email according to Farm Bureau policies and clearing firm guidelines in a prompt and efficient way. Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.

West Des Moines, IA10 days ago

Full-time

What You'll Do: As a Wealth Management Support Specialist, you'll work closely with Wealth Management Advisors (WMAs) and Wealth Management Consultants (WMCs) in all requirements of the sales process, onboarding, and servicing clientsThe position supports multiple WMAs and WMCs to increase investment advisory, brokerage and mutual fund sales while aiding in operational Opening new clients accounts, processing client requests, monitoring client funding, reporting on Annual Reviews, RMDs, and troubleshooting any issues that arise. Process all new & existing client transactions from beginning to end, ensuring accuracy & timely completion; including but not limited to Client Reviews, Required Minimum Distributions (RMDs), and other processes, as needed.

Clive, Iowa19 days ago

$124,938.84–$146,067.74 Per Year

Position Summary: The Private Banking Relationship Manager serves as a strategic relationship leader responsible for delivering sophisticated financial solutions and cultivating long-term partnerships with high-net-worth members. Serves as the primary relationship officer and trusted advisor for high-net-worth and ultra-high-net-worth members, developing deep relationships based on trust, financial expertise, and personalized service.

Des Moines, IA18 days ago

$14–$16 Per Hour

About The ODP Corporation: The ODP Corporation is a leading provider of products and services through an integrated business-to-business (B2B) distribution platform and omnichannel presence, which includes world-class supply chain and distribution operations, dedicated sales professionals, online presence, and a network of Office Depot and OfficeMax retail stores. Retail Team Lead (PT) will utilize Office Depot's proven sales principles to proactively engage customers, to drive the sales of our total offerings, and properly assess customer needs to ensure satisfaction in every interaction.

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Client Associate Jobs in Urbandale, IA

Wealth Management Operations Principal Farm Bureau Financial Services

Wealth Management Support Specialist Farm Bureau Financial Services

Associate, Business Development Company Confidential

Part-time Client Service Associate - NR Stifel

Institutional Client Management Associate CAPTRUST

Regional Client Manager ARAG North America

Client Service Manager Trainee - Achieve July 2026 Gallagher

Account Manager - Retail Client Allied Universal

Retail Part Time Store Associate Office Depot

Retail Store Associate (Seasonal) Office Depot

Inside Sales Associate Gallagher

Child Care Associate - Bilingual Lutheran Services in Iowa

Pet Insurance Sales Associate - Des Moines, IA Fetch Pet Insurance

Retail Merchandising Project Associate Channel Partners

Customer Service Associate – Remote Support & Coordination Guidedbyljtravel

Senior Account Associate - Commercial Lines/Select Business Unit (SBU) Insurance Office of America

Inside Sales Support Associate (Remote) Keystone Technologies Inc

Account Associate - Shared Services Insurance Office of America

Entry Level Territory Sales Associate Altitude Development Group

Account Associate - Commercial Lines Insurance Office of America

Personal Lines Sales Associate Adamson Insurance & Associates

Business Litigation Associate Attorney Direct Counsel

Real Estate Agent / Associate (Capital Markets) Greysteel Company Llc

General Practice Care - Associate Veterinarian - Bondurant, IA USVTA LLC

Retail Part Time Store Associate The ODP Corporation

Retail Store Associate (Seasonal) The ODP Corporation

Senior Tax Associate - Internal Partner/Individual Tax team Baker Tilly Advisory Group, LP

Real Estate Agent / Associate (Investment Sales) Greysteel Company Llc

Sr Associate, RFP Principal Financial Group

Associate, Quantitative Research Analyst Principal Financial Group

Litigation Associate Attorney Orion Placement

Associate Veterinarian Aspiring Leadership in Des Moines Mission Pet Health

Partner Tax Preparation Advisor Senior Associate PwC

Portfolio Management Associate – Data Center Principal Financial Group

Associate Attorney/Law Fellowship - 1 year + potential 1 year extension Environmental Law & Policy Center

Wealth Management Operations Principal FBL Financial Group, Inc and its Affiliated Companies

Wealth Management Support Specialist FBL Financial Group, Inc and its Affiliated Companies

Private Banking Relationship Manager GreenState Credit Union

Retail Part Time Team Lead Office Depot

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