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Client Associate Jobs in Oregon (NOW HIRING)

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 for delivering extraordinary client service and care. As one of the first associates clients connect ...

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 for delivering extraordinary client service and care. As one of the first associates clients connect ...

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 advisors by executing routine administrative tasks and handling client requests. Responsibilities include ...

Cybercoders

Client Service Associate

Portland, OR · On-site

$75K - $95K/yr

Client Service Associate Client Service Associate Position Overview We are seeking a Client Service Associate to deliver exceptional service and operational support to our client-facing teams. The ...

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 administrative tasks and handling client requests. Responsibilities include assisting with account ...

Nucleus Global

OR · On-site

About the Role As an Associate Client Services Director, you'll provide strategic leadership for a key global client account spanning Medical Affairs and Publications. You'll serve as a trusted ...

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 with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

TransPerfect

Client Services Associate

Corvallis, OR · On-site

TransPerfect Is More Than Just a Job... Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual ...

TransPerfect

Client Services Associate

Corvallis, OR

TransPerfect Is More Than Just a Job... Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual ...

Public Consulting Group

Client Service Associate 1

Salem, OR · On-site

$14.50 - $20/hr

Client Success Associates are integral members of PCG's Northwest Education Team; the specific focus of this role will be supporting web-based case management software, primarily for Special ...

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All JobsClient Associate JobsClient Associate Jobs in Oregon

Client Associate information

See Oregon salary details

$19.6K

$53.9K

$79.8K

How much do client associate jobs pay per year?

As of Aug 6, 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.

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 is a client associate?

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.

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

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?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer 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:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $53,884 per year, or $25.9 per hour.

Client Service Associate

Mariner

Tigard, OR • On-site

$15.25 - $21.25/hr

Other

Posted 15 days ago

Job description

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.
Responsibilities

  • Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
  • Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
  • Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
  • Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
  • Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
  • Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
  • Perform other duties as assigned
Qualifications
  • High school diploma required; bachelor's degree preferred
  • Financial services experience or applicable internship experience
  • Wealth management experience a plus
Skills and Knowledge
  • Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
  • Experience with eMoney a plus
  • Positive attitude toward client relations to provide exceptional, proactive client service
  • Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
  • Strong verbal and written communication skills are essential to effective client relationships
  • Highly organized with strong analytical skills
  • Able to work in a team environment

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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