Do you know how to take care of people? We're looking for a client associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
Do you know how to take care of people? We're looking for a client associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
We're looking for a Full-Time Client Associate to: serve private wealth clients with the utmost accuracy and care carefully open new accounts, execute banking requests, and facilitate other account ...
We're looking for a Full-Time Client Associate to: serve private wealth clients with the utmost accuracy and care carefully open new accounts, execute banking requests, and facilitate other account ...
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Hood River, OR branch. In this team-critical role ...
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Hood River, OR branch. In this team-critical role ...
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work ...
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work ...
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: • serve private wealth clients with the utmost accuracy and care • carefully open new accounts, execute ...
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: • serve private wealth clients with the utmost accuracy and care • carefully open new accounts, execute ...
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Hood River, OR branch. In this team-critical role ...
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Hood River, OR branch. In this team-critical role ...
Client Associate
Klamath Falls, OR · On-site
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work ...
Quick apply
Client Associate
Klamath Falls, OR · On-site
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work ...
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work ...
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work ...
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Hood River, OR branch. In this team-critical role ...
Quick apply
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Hood River, OR branch. In this team-critical role ...
Do you know how to take care of people? We're looking for a Full-Time Client Associate to: • serve private wealth clients with the utmost accuracy and care • carefully open new accounts, execute ...
Do you know how to take care of people? We're looking for a Full-Time Client Associate to: • serve private wealth clients with the utmost accuracy and care • carefully open new accounts, execute ...
Client Associate-1 (PNW)
$53K - $56K/yr
The Client Associate-1 Role provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with ...
Client Associate-1 (PNW)
$53K - $56K/yr
The Client Associate-1 Role provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with ...
Client Associate-1 (PNW)
Portland, OR · On-site
$53K - $56K/yr
The Client Associate-1 Role provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with ...
Client Associate-1 (PNW)
Portland, OR · On-site
$53K - $56K/yr
The Client Associate-1 Role provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with ...
Wealth Management Client Associate
$21.25 - $28.32/hr
Assists in business development at the direction of the Financial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning ...
Wealth Management Client Associate
$21.25 - $28.32/hr
Assists in business development at the direction of the Financial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Wealth Management Client Associate
$21.25 - $28.32/hr
Assists in business development at the direction of theFinancial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and ...
Wealth Management Client Associate
$21.25 - $28.32/hr
Assists in business development at the direction of theFinancial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Client Associate (Wealth Management)
Beaverton, OR · On-site
$65K - $82K/yr
Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office Monday-Friday Firm: NBC Capital Advisors Compensation: $65,000-$82,000 (Commensurate with Experience ...
Client Associate (Wealth Management)
Beaverton, OR · On-site
$65K - $82K/yr
Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office Monday-Friday Firm: NBC Capital Advisors Compensation: $65,000-$82,000 (Commensurate with Experience ...
Client Associate (Wealth Management)
Beaverton, OR · On-site
$65K - $82K/yr
Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office Monday-Friday Firm: NBC Capital Advisors Compensation: $65,000-$82,000 (Commensurate with Experience ...
Client Associate (Wealth Management)
Beaverton, OR · On-site
$65K - $82K/yr
Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office Monday-Friday Firm: NBC Capital Advisors Compensation: $65,000-$82,000 (Commensurate with Experience ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...
Client Associate information
See Oregon salary details
$19.6K - $25K
3% of jobs
$25K - $30.5K
1% of jobs
$30.5K - $36K
9% of jobs
$36K - $41.5K
6% of jobs
$43.4K is the 25th percentile. Wages below this are outliers.
$41.5K - $47K
16% of jobs
$47K - $52.4K
11% of jobs
The median wage is $54.3K / yr.
$52.4K - $57.9K
11% of jobs
$57.9K - $63.4K
14% of jobs
$64.9K is the 75th percentile. Wages above this are outliers.
$63.4K - $68.9K
15% of jobs
$68.9K - $74.3K
11% of jobs
$74.3K - $79.8K
3% of jobs
$19.6K
$53.9K
$79.8K
How much do client associate jobs pay per year?
As of Jun 23, 2026, the average yearly pay for client associate in Oregon is $53,884.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $65,600.00 per year, depending on experience, location, and employer.
What does a client associate do?
A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.
How does a Client Associate typically collaborate with other teams within a financial services firm?
Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.
What job makes 10,000 a month without a degree?
A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.
What are Client Associates?
Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.
Is client associate entry-level?
A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.
Is Associate the lowest position?
In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.
What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?
To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.
What are the most commonly searched types of Client jobs in Oregon? The most popular types of Client jobs in Oregon are:
What are popular job titles related to Client Associate jobs in Oregon? For Client Associate jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Oregon look for? The top searched job categories for Client Associate jobs in Oregon are:
What cities in Oregon are hiring for Client Associate jobs? Cities in Oregon with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in OR? For Client Associate jobs in OR, the most frequently searched job titles are:
Other
Posted 23 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
11th of 141 rated banks
Job description
Are you truly service oriented. Do you know how to take care of people?
We're looking for a client associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH