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

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 ...

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

$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 ...

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 ...

UBS

Client Associate

Lake Oswego, OR · On-site

Do you know how to take care of people? We're looking for a Full-Time Client Associate to: • ... account service and maintenance activities • support a team of professionals in delivering the ...

UBS

Client Associate

Lake Oswego, OR · On-site

Do you know how to take care of people? We're looking for a Full-Time Client Associate to: • ... account service and maintenance activities • support a team of professionals in delivering the ...

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

Account Service Associate information

See Portland, OR salary details

$5

$23

$27

How much do account service associate jobs pay per hour?

As of Jul 5, 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 the work of an account associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, resolving issues, and maintaining strong client relationships. They often use customer relationship management (CRM) tools and need good communication skills to ensure client satisfaction and retention.

What jobs pay 4000 a week without a degree?

An Account Service Associate typically does not earn $4,000 weekly without a degree, as this role usually offers moderate pay. However, some high-paying sales, real estate, or commission-based roles in industries like insurance or financial services can reach or exceed this level with experience and strong performance, often requiring sales skills and certifications rather than formal degrees.

Is a CSA job stressful?

A Customer Service Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting performance targets. The level of stress varies depending on the work environment, workload, and individual skills in communication and problem-solving.

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 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

Senior Client Service Associate

Coldstream Wealth Management

Portland, OR • Hybrid

$15.50 - $21.25/hr

Full-time

Posted 6 hours 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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