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Account Service Associate Jobs in Portland, OR (NOW HIRING)

TRC Talent Solutions

Service Associate

Vancouver, WA

$60K - $68K/yr

Job Title: Service Associate Location: Vancouver, WA Allworth Financial is an independent ... Collaborate with custodians and internal teams to resolve client account issues, transfers, and ...

Dext Capital

Customer Service Associate

Lake Oswego, OR · On-site

$45K - $55K/yr

Customer Service Associate Dext Capital is a national, innovative, financial services company ... Process account updates and service requests, including changes to contact, banking, and billing ...

New

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Service Associates work with our Service team and provide support to our Financial Advisors. This ... Collaborate with custodians and internal teams to resolve client account issues, transfers, and ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Service Associates work with our Service team and provide support to our Financial Advisors. This ... Collaborate with custodians and internal teams to resolve client account issues, transfers, and ...

Mariner

Client Service Associate

Tigard, OR · On-site

$15.25 - $21.25/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... marketing, accounts payables, receivables, supporting receptionist as needed * Understand the ...

Mariner

Client Service Associate

Tigard, OR · On-site

$70K - $85K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... marketing, accounts payables, receivables, supporting receptionist as needed * Understand the ...

Cerity Partners

Client Service Associate

Portland, OR · On-site

$70K - $85K/yr

Client Service Associate The Client Service Associate role focuses on supporting clients and ... Responsibilities include assisting with account openings, processing paperwork, scheduling client ...

Allworth Financial

Service Associate

Vancouver, WA

$60K - $68K/yr

Service Associates work with our Service team and provide support to our Financial Advisors. This ... Collaborate with custodians and internal teams to resolve client account issues, transfers, and ...

Ceritypartners

Client Service Associate

Portland, OR · On-site

$70K - $85K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine ... Responsibilities include assisting with account openings, processing paperwork, scheduling client ...

Vodia Ventures

Client Service Associate

Portland, OR · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Plan and manage new account onboarding process including SMA and alternative investments * Closely ...

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All JobsAccount Service Associate JobsAccount Service Associate Jobs in Portland, OR

Account Service Associate information

See Portland, OR salary details

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$23

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How much do account service associate jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for account service associate in Portland, OR is $23.41, according to ZipRecruiter salary data. Most workers in this role earn between $22.45 and $26.49 per hour, depending on experience, location, and employer.

What is an account service associate?

An account service associate is a professional who manages client accounts, provides support, and ensures customer satisfaction. They often handle inquiries, process transactions, and use customer relationship management (CRM) tools to maintain account information.

What are the duties of an account service associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, processing transactions, and ensuring client satisfaction. They often use customer relationship management (CRM) tools and need strong communication and organizational skills to support account maintenance and service delivery.
What cities near Portland, OR are hiring for Account Service Associate jobs? Cities near Portland, OR with the most Account Service Associate job openings:
Account Service Associate jobs near you

Senior Client Service Associate

Coldstream Wealth Management

Portland, OR • Hybrid

$15.50 - $21.25/hr

Full-time

Re-posted 6 days ago

Job description

Providing exceptional service to our clients starts with investing in exceptional people!

If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other.

The Senior Client Service Associate Role

The Client Service Associate performs operational duties which directly impact the client experience. This position is the day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. The team has a hybrid work environment with the hours 8:00am - 5:00pm (in-office Tuesday through Thursday with the option to work from home on Monday and Friday).

Specific responsibilities include:

  • Prepare and process documentation related to client onboarding and maintenance:
    • Open brokerage accounts, establish cashiering needs, set up online reporting access
    • Update cost basis, track required minimum distributions, reconcile account information
    • Send and receive documents to and from clients, their advisors, and investment custodians
    • Log all activities in the firm's CRM in a timely and accurate manner.
  • Serve as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Perform client and prospect data entry in the firm's CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients.
  • May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials.
  • Coordinate with clients, custodians, and investment managers to provide annual audit confirmations, audited financials, and any additional information as requested by auditors.
  • May perform calendaring functions with both internal teams and external clients, prospects and COIs.

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