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Client Assistant Jobs in Oregon (NOW HIRING)

Aprio

Partner, Client Accounting Services

Portland, OR · On-site

Responsibilities Client Leadership & Service Delivery * Serve as a trusted advisor to clients ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

PowerPlan, Inc

$76K - $103K/yr

Overview The Client Executive - Energy will play a pivotal role in driving the sales and revenue ... Work closely with sales teams to identify opportunities and assist in closing complex deals.

Go Energistics

Project Manager

Review project trend reports and provide recommendations for solutions (courses of action) to the client. * Assist with development and review of project estimates. Review will include analysis of ...

VC3, Inc.

Act as an escalation point for critical client issues, communicate, and manage communication with clients with collaboration across all departments. * Assist Strategic Advisors and Client ...

VC3, Inc.

OR · On-site

Act as an escalation point for critical client issues, communicate, and manage communication with clients with collaboration across all departments. * Assist Strategic Advisors and Client ...

Northwest Bank

Client Services Manager

Lake Oswego, OR · On-site

The Client Services Manager is a key middle-management position responsible for leading and ... Coordinate updates to product disclosures and customer-facing communications as needed. * Assist in ...

Northwest Bank

Client Services Manager

Lake Oswego, OR · On-site

The Client Services Manager is a key middle-management position responsible for leading and ... Coordinate updates to product disclosures and customer-facing communications as needed. * Assist in ...

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Showing results 1-20

All JobsClient Assistant JobsClient Assistant Jobs in Oregon

Client Assistant information

See Oregon salary details

$18.5K

$37.7K

$45.9K

How much do client assistant jobs pay per year?

As of Jun 9, 2026, the average yearly pay for client assistant in Oregon is $37,730.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,410.00 and $43,885.00 per year, depending on experience, location, and employer.

What does a Client Assistant do?

A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.

What job makes $10,000 a month without a degree?

A client assistant typically does not earn $10,000 a month without specialized skills or experience. High-paying roles that can reach this level often include sales, real estate, or entrepreneurship, which rely on performance, networking, and business acumen rather than formal degrees. Success in such roles depends on individual effort, market demand, and skill development.

What are the key skills and qualifications needed to thrive as a Client Assistant, and why are they important?

To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.

How does a Client Assistant typically collaborate with other departments to ensure excellent client service?

Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.
What are the most commonly searched types of Client jobs in Oregon? The most popular types of Client jobs in Oregon are:
What cities in Oregon are hiring for Client Assistant jobs? Cities in Oregon with the most Client Assistant job openings:
Client Assistant jobs near you
Client Service Associate - Portland

Client Service Associate - Portland

Brighton Jones

Portland, OR • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago

Job description

Ready to make a meaningful impact?
At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive "Best Places to Work" awards including Inc.com's 2025 list, as well as national honors for community impact.
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.
*Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.
Take our Values in Action Self-Assessment to see how our values align!
Your Role - Administrative Responsibilities:
  • Provide administrative oversight and support the Lead Advisors on strategic needs.
  • Prepare various administrative deliverables which directly support client retention and growth; prepare and process documentation related to client onboarding, implementation, and on-going client maintenance
  • Act as a primary point of contact for custodians around all operational and tactical service matters
  • Gather, organize, and input client and prospective client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
  • Assist advisory team members coming out of client and prospective client meetings with any post-meeting action items
  • Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers
  • Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion
  • Assist with calendaring functions and internal meeting preparation

Your Role - Client Experience Responsibilities:
  • Assist with ad hoc client projects that promote client service/experience, including projects that support the broader service team
  • Coordinate client touchpoints which drive client experiences including anniversaries, thank you notes, flowers and/or gifts
  • Oversee quality control to mitigate errors on any client-related paperwork

Your Experience:
  • 1 - 4 years of experience in an administrative role, experience in the financial services industry is preferred.
  • Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred
  • Self-motivated and takes pride in providing exceptional support to clients and the team
  • Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus
  • Expected to learn other position-related systems on the job
  • This role is an in-office, full-time, and non-exempt position. Hours are Monday through Friday - 8:00 am - 5:00 pm. We are a work from office culture with lots of flexibility.

Compensation:
  • Pay: Competitive hourly rate.

Ownership & Financial Wellbeing
  • Fully paid medical, dental, and vision coverage for employees
  • 401(k) with 100% match up to 3% of annual compensation
  • Equity ownership opportunities for every employee
  • New Business Incentive Program
  • Generous employee referral bonus
  • Cell phone data reimbursement
  • Financial planning services discount for employees and immediate family members

Time & Flexibility
  • Minimum 3 weeks PTO starting Day 1
  • Winter Break, Summer Friday flex-days, and 10 paid holidays
  • Unlimited Volunteer Time Off plus company grant matching
  • Heavily subsidized transit

Growth & Development
  • 100% reimbursement for required training, certifications, licensing, and dues
  • Personal career development plans
  • Richer Life Business Partner (coaching for all employees)
  • Mindful Emotional & Social Intelligence training
  • Annual professional & personal wellbeing stipend

Connection & Community
  • Quarterly team-building events
  • Regular social events
  • Employee-led book clubs, committees, and affinity groups

Family & Milestones
  • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
  • Adoption benefits
  • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.
Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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