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Client Associate Jobs in Oregon (NOW HIRING)

OR · On-site

$18.25 - $24.50/hr

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary The Client Experience ...

OR · On-site

Work closely with Associates to match expert talent to project needs. For strategic projects ... set of client needs and preferences. * Manage externally and internally facing summaries of ...

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Client Associate information

See Oregon salary details

$19.6K

$53.9K

$79.8K

How much do client associate jobs pay per year?

As of Jul 15, 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 jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

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 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 Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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?

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:
Client Services Associate Project Manager

Client Services Associate Project Manager

Epiq

Beaverton, OR • Remote

$70K - $75K/yr

Full-time

Posted 6 days ago


Epiq Systems rating

7.2

Company rating: 7.2 out of 10

Based on 37 frontline employees who took The Breakroom Quiz

124th of 210 rated it services


Job description

At Epiq, your work contributes to complex, global legal outcomes. You'll join a valuesdriven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We invest in your growth with enterprisewide learning and mobility. We celebrate who you are, and we respect life beyond work with flexibility that's recognized externally. Enabled by modern platforms and AI, you'll do the most meaningful work of your career and see your impact at scale.

Job Description:

Job Summary:

The Associate Project Manager will serve to assist senior Client Services peers through effective project management coordination and execution, as part of the Client Services Global Resourcing Team of individuals serving North America clients from other geographies.Successful candidates will have relevant experience in service delivery, preferably in eDiscovery, as well as a proven history of execution in a fast-paced environment.

The Associate Project Manager is primarily responsible for making sure the client receives the proper service through proactive attention to planning, analysis, execution, and proper close-out on a project. The Associate Project Manager is responsible for the day-to-day execution of the project including providing the client and their internal project teams with clear direction, according to the client's requirements and company standards.

Essential Job Responsibilities

  • Ensures client and project requirements are being met with the highest quality and accuracy through verifying and communicating routinely with both the client and internal partners.

  • Converts client requirements into operational work requests, monitor progress, and proactively updates client and project team stakeholders on deadlines.

  • Obtain, examine and prepare client data for Intake

  • Assist in troubleshooting and resolving any client issues with delivered or hosted data

  • Handle review platform (DMX or Relativity) specific items including but not limited to User requests, database management (archiving/deletion), creation of layouts/views/fields/choices/highlighting, creation and execution of STRs, creation and management of batch sets, reporting

  • Provide matter specific support on items such as privilege log generation, media tracking, and project specific reporting

  • Understand project budgets and obtain required approvals before incurring additional costs outside of project estimates

  • Ensures continuity of client service between shifts by providing clear handoffs and client updates.

  • Drives overall client satisfaction through effective coordination and communication of client deliverables.

  • Participate in process improvement initiatives and collaborate with teammates to standardize and improve the customer experience

  • Ensure effective control of all aspects of a project from initial planning through final production; development of project plans; balance overall client requirements; development of relationships; and review financial and billing information in a timely manner to ensure deadlines are consistently met.

Qualifications & Characteristics

  • Minimum three-year consulting, litigation support, paralegal or attorney experience in a law firm, corporate legal departments or eDiscovery service provider with an overall experience of four to five years.

  • Bachelor's degree or equivalent practical experience.

  • Hands-on experience with working on Relativity

  • Proficiency in PowerPoint, Excel and BI is highly desirable and an added advantage.

  • Demonstrated success in working on multiple simultaneous projects.

  • Oral and written communication skills that demonstrate a "white glove" approach to service.

  • Client relationship skills which include the ability to proactively manage client expectations, recognize client needs, and adapt to consistently meet client requirements.

  • Capacity to learn quickly and adapt to changing industry trends.

  • Flexibility to work both night shift timings and occasionally on weekends is required.

The Compensation range for this role is $70,000 to $75,000 USD annually and may be eligible for an annual bonus.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Must be authorized to work in the United States for any employer.

#LI-MM2 #LI-Remote


Your specific salary will be determined based on several factors:

  • Location-based market ratefor the role

  • Your abilitiesin relation to the job specification

  • Performanceduring screening and interview

  • Pay paritywith the wider team in the considered location

Further details about the package will be provided during the initial screening call with the Talent Acquisition Team.

Click here to learn about Epiq's Benefits.

Epiq Leadership Compass

Fosters Relationships & Collaboration

Builds trust and alignment through open communication, shared goals, and strong partnerships to drive collective success.

  • Build trust-based partnerships

  • Nurture long-term relationships

  • Remove collaboration barriers

  • Celebrate cross-team success

Engages & Influences

Inspires action and alignment through clear communication, purposeful influence, and a compelling vision.

  • Use storytelling to build buy-in

  • Align communication with organizational goals

  • Guild alignment through strong engagement

Maximizes Performance

Sets and reinforces performance standards that drive results, ensure accountability, and align with Epiq's goals.

  • Use data to identify improvement opportunities

  • Make informed decisions

  • Align team goals with boarder strategy

  • Empower teams to manage their own goals

  • Translate vision into clear priorities

  • Prepare for disruptions with strong change management

Achieves Operational Success

Drives continuous improvement and operational excellence through smart processes, data insights, and quality execution.

  • Improve workflows for team efficiency

  • Use clear documentation and expectations

  • Resolve issues quickly using data and feedback

It is Epiq's policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual's race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq's policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.


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