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Client Assistant Jobs in Sandy, OR (NOW HIRING)

Gradient Inc

Client Relations Assistant

Clackamas, OR · On-site

Gradient is seeking a Client Relations Assistant to join our team! In this essential role, youll help jump-start our processes and ensure that day-to-day operations run smoothly, making a direct ...

Gradient Inc

Client Relations Assistant

Clackamas, OR · On-site

$21.95/hr

Gradient is seeking a Client Relations Assistant to join our team! In this essential role, you'll help jump-start our processes and ensure that day-to-day operations run smoothly, making a direct ...

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 ...

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Client Assistant information

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 are the key skills and qualifications needed to thrive as a client assistant?

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 cities near Sandy, OR are hiring for Client Assistant jobs? Cities near Sandy, OR with the most Client Assistant job openings:
Client Assistant jobs near you
Infographic showing various Client Assistant job openings in Sandy, OR as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Client Service Assistant

Meketa Investment Group

Portland, OR • On-site

$22 - $25/hr

Full-time

Posted 18 days ago

Job description

Client Service Assistant
The Client Service Assistant is primarily responsible for providing administrative support to the investment staff, including word-processing, report production, and coordinating and maintaining company files. The Client Service Assistant is also responsible for maintenance of contacts and calendars within the company's contact databases. The Client Service Assistant reports to the Administrative Manager.
Required Skills:
  • Proven knowledge and facility with Microsoft Office software, especially Word and PowerPoint
  • Strong organizational skills
  • Professional telephone manner
  • Excellent attention to detail
  • Strong social skills
  • Ability to work accurately in a detailed and time-sensitive environment
  • Work well with employees from other company departments
  • Ability to learn and understand the different facets of our business
  • Minimum of two years of administrative experience in a corporate setting

Essential Responsibilities:
  • Prepare client-ready reports and correspondence, including editing, printing, binding, and distributing client quarterly reviews
  • Provide administrative support to investment, operations, and systems staffs as needed
  • Facilitate team communications to ensure timely reporting for clients.
  • Ensure timely reporting for clients by managing reporting deadlines for the client team
  • Provide support for one or more assigned committees, which includes scheduling and attending meetings, formatting and distributing agendas and meeting materials, taking and distributing minutes, and recording votes.
  • Maximize company productivity through proficient use of appropriate software applications
  • Work with other members of the administrative staff to establish and communicate broadly uniform administrative procedures and practices
  • Provide backup for the receptionist, including answering and screening in-coming calls, greeting visitors, mail and fax distribution, and the preparation of facilities for in-house meetings
  • Utilize Meketa-approved technology (including AI), software, and related tools as part of daily work activities to improve quality and efficiency, support decision-making, and enhance deliverables, consistent with company policies and role requirements.
  • Fulfill any and all other duties deemed necessary by management

Measures of Success:
  • Accuracy and timeliness of client report production and correspondence
  • Degree of professionalism in telephone communications with clients and others
  • Responsiveness to requests for administrative support, including requests for word processing and report production assistance
  • Improvements in quality and efficiency of work product
  • Levels of satisfaction of company employees, clients, and guests as end-users of the Client Service Assistant's Service

About Meketa Investment Group
Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. We work with some of the nation's largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 200 employees among our six U.S. office locations and London.
Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.
Meketa is an Equal Employment Opportunity and Affirmative Action Employer.
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.
Pay Range: $22 - $25 per hour

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