Client Service Associate

- Job Tracking ID: 512636-904381
- Job Location: Council Bluffs, IA
  Council Bluffs
- Job Level: Entry Level (less than 2 years)
- Level of Education: 2 year degree
- Job Type: Full-Time/Regular
- Date Updated: November 07, 2025
- Years of Experience: Up to 2 Years
- Starting Date: ASAP

Invite a friend

Job Description:

TS Prosperity Group is seeking to hire a Client Service Associate. This position supports TS Prosperity Group in delivering a high-quality, client-centered experience within the financial services industry. This position plays a key role in communication, client onboarding, account servicing, and administrative support across the Wealth, Trust, and Operations teams. They will be responsible for a wide variety of client communications, administrative tasks, and ongoing service responsibilities, while developing a strong working knowledge of financial planning, fiduciary processes, and trust administration. This role requires accuracy, professionalism, strong communication skills, and a commitment to service excellence.

Preferred education and/or experience: 2+ years' experience interacting with clients in a high-quality service environment is required. Possess an Associate’s Degree from an accredited university or institution with the major area of study in Accounting, business, Economics, or finance preferred.

Location: Council Bluffs, IA

Experience and Skills:

Utilize excellent interpersonal, written, and verbal communication skills to manage incoming and outgoing communication with clients, prospects, and internal staff
Promote strong relationships with clients and prospective clients by phone, email and in person utilizing professionalism and service of the highest quality to the public by providing prompt, accurate, and courteous interactions
Maintain and assist in the management of all necessary office and client records and their compilation, including taking detailed notes and conducting business with confidentiality
Support fiduciary officers and financial planning staff with client-related follow-up, documentation, and account tasks
Deepen client relationships by assisting or redirecting clients, if needed, with their account activity, financial plan, and service needs
Support client service excellence by managing feedback surveys, follow-up communications, and coordinating relationship-building activities throughout the year
Identify opportunities to improve service delivery and support process improvement initiatives
Promote good client relations by providing prompt and courteous service on all daily inquiries received from current and prospective clients
Assist with account servicing, including new account onboarding, account maintenance, incoming and outgoing transfers, and annual client review meetings
Maintain a knowledge about financial services compliance and regulation.
Support recurring reporting cycles—including month-end, quarter-end, and year-end—as well as assist with corporate documentation such as resolutions, compliance materials, audit and examination requests, meeting agendas, and annual review presentations
Ability to use independent judgment and maintain confidentiality
Positive attitude and willingness to work in a team environment.
Ability to perform all other duties as assigned.
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. Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial.
To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.
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. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Benefits

Competitive benefits package:

Health and dental insurance
Life insurance package
Generous PTO and holiday package
401K contribution and match
Professional development expense allowance
Gym membership reimbursement
Tuition reimbursement
Paid volunteer time off (VTO)
Wellness program

If you are having difficulties with the application process, please click here

EEO Employer/Vet/Disabled

TS Banking Group is a covered federal contractor or subcontractor subject to the requirements of the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such, TS Banking Group is bound by the terms of VEVRAA and Section 503, and shall not discriminate against individuals with disabilities, and is committed to take affirmative action to employ and advance in employment protected veterans and individuals with disabilities.

TS Banking Group maintains an Affirmative Action Plan for the purpose of proactively seeking employment and advancement in employment of qualified protected veterans and individuals with disabilities. As an individual interested in employment with TS Banking Group, or as one of TS Banking Group's valued employees, TS Banking Group welcomes the opportunity to make its employees and applicants more aware of the TS Banking Group's obligations and affirmative efforts. Upon request, TS Banking Group will make accessible to you its Affirmative Action Plan for protected veterans and individuals with a disability. If you are interested, please submit a written request to Angela Avis during the HR Office's operating hours (9 a.m. to 4 p.m.), and we can schedule a time for you to review the Affirmative Action Plan. (Alternatively, a copy of TS Banking Group's Affirmative Action Plan is available electronically on TS Banking Group's intranet site.) Remote employees not physically located at the facility may access the Affirmative Action Plan through the intranet site, or may request a copy of the Affirmative Action Plan for review and return should no internet access be available.