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Client Associate Jobs in Oregon (NOW HIRING)

Monitise

OR · On-site

$120K - $198K/yr

Job Title Client Service Associate StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any ...

Vodia Ventures

Client Service Associate

Portland, OR

$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 · 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 ...

Parexel

OR · On-site

This is a site-facing position that reports to the FSP Manager, with work directed by the client Associate Director (or above), Site and Monitoring Health Team. Key Accountabilities: Oversight of ...

Zelis

OR

$76.40K - $103.90K/yr

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Client Relationship Building : Maximize the breadth and depth of relationships by working closely ...

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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 May 31, 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 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.

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.

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 May 2026, with employment types broken down into 1% As Needed, 80% Full Time, 12% Part Time, 1% Temporary, and 6% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $53,884 per year, or $25.9 per hour.
Client Service Associate

Client Service Associate

Capitol Family Office

Beaverton, OR • Remote

$30 - $45/hr

Other

Posted 9 days ago

Job description

Client Service Associate (Remote)

Capitol Family Office is a fully remote boutique financial advisory firm serving successful business owners, executives, and professionals. We combine deep expertise with high-touch service, using smart tech and fast execution to keep things moving and clients cared for.

We're looking for an experienced, proactive Client Service Associate to join our team. This is a fast-paced role supporting both firm partners, with a focus on day-to-day execution, administration, operations, and client service. You'll work especially closely with our Managing Partner, acting as her right hand.

Why This Role Matters

You'll be central to keeping the client experience seamless, ensuring forms are correct, follow-ups happen on time, accounts are opened properly, and client needs are taken care of efficiently. If you love owning a full task list, working closely with senior leadership, and making things happen every day, this is for you.

What You'll Do (this is a small sample of the tasks we do each day)

Client Service & Workflow Coordination

• Coordinate and take action on client service requests

• Process account openings, transfers, and custodial forms with precision

• Handle client scheduling, reminders, and meeting logistics

• Track follow-ups and ensure all client tasks are completed accurately and on time

• Communicate directly with clients to complete tasks and service requests

Administrative & Tech-Savvy Execution

• Maintain organized digital files and CRM records (Redtail, ShareFile, etc.)

• Handle e-signature workflows, document tracking, and custodial follow-ups

• Use tools like Calendly, Emoney, and Zoom daily

• Leverage AI tools to draft emails, organize data, and reduce friction in routine work

Executive & Partner Support

• Manage partner calendars, follow-up tasks, and internal checklists

• Communicate key updates and task statuses clearly and consistently

• Step in to get things done quickly, without needing to be asked twice

• Proactively identify what needs attention and take ownership

What We're Looking For

• Have 3+ years' experience in a financial advisory, RIA, or wealth management firm

• Know the lingo, paperwork, custodians, and processes like second nature

• Thrive in a fast-moving, task-heavy environment with no room for dropped balls

• Take initiative, figure things out, and finish the job with high attention to detail

• Are a highly organized, reliable, proactive, and calm under pressure person

• Love working closely with senior leadership and interacting with clients

• Communicate clearly and consistently, even when working independently

• Enjoy using tech and AI to get more done faster

• Interest and experience with paraplanner tasks a plus.

Compensation

• $30–$45/hour depending on experience

• Contractor role; fully remote

• 20–40 hours per week (with flexibility and room to grow)

• Must be available to work with partners Monday – Friday PST

How to Apply

• Complete the questionnaire
• Upload your resume
• Provide 3 work references

Apply