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Client Associate Jobs in Eugene, OR (NOW HIRING)

DCS Clinical

Associate Dentist

Eugene, OR · On-site

$250K - $350K/yr

ASSOCIATE DENTIST - EUGENE & SPRINGFIELD, OR About the Role Our client is seeking a motivated dentist to join a long-standing, high-performing practice in the Eugene/Springfield area. This is an ...

New

Office Depot

Retail Part Time Store Associate

Eugene, OR · On-site

$15.25 - $17.50/hr

As a Store Associate, you will actively connect with customers, addressing their needs by ... Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ...

Aeries Recruiting LLC

Associate Veterinarian

Eugene, OR · On-site

Associate Veterinarian Location: Multiple Opportunities Available Nationwide Aeries Recruiting ... Client communication and education * Collaboration with technicians and support staff Veterinarian ...

InsCipher

Tax Associate

Eugene, OR · On-site

$21 - $26/hr

... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

InsCipher

Tax Associate

Eugene, OR · Remote

$21 - $26/hr

... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Eugene, OR

Client Associate information

See Eugene, OR salary details

$18.6K

$51.2K

$75.8K

How much do client associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for client associate in Eugene, OR is $51,184.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $62,300.00 per year, depending on experience, location, and employer.

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.

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 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 popular job titles related to Client Associate jobs in Eugene, OR?

For Client Associate jobs in Eugene, OR, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Eugene, OR look for?

The top searched job categories for Client Associate jobs in Eugene, OR are:

What cities near Eugene, OR are hiring for Client Associate jobs?

Cities near Eugene, OR with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Eugene, OR as of August 2026, with employment types broken down into 83% Full Time, 12% Part Time, 4% Contract, and 1% Nights. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $51,187 per year, or $24.6 per hour.

Client Accounting & Advisory Services (CAAS) Staff Accountant

Isler CPA

Eugene, OR • On-site

$51K - $65K/yr

Full-time

Posted 24 days ago

Job description

Client Accounting and Advisory Services (CAAS) Staff Accountant
  • **Location:** Isler CPA, Eugene, Oregon
  • **Job Type:** Full-time
  • **Department:** Client Accounting & Advisory Services (CAAS)
  • **Reports To:** Director of CAAS
Position Summary
We are seeking a detail-oriented and motivated Client Accounting and Advisory Services (CAAS) staff accountant for Isler CPA's growing, fast-paced CAAS department. This in-office position is designed for individuals with an associate's or bachelor's degree in accounting who are looking to further their career in a structured, professional environment. Reporting to the Director of CAAS, you will work directly with a variety of clients to support day-to-day accounting, payroll processing, and financial reporting responsibilities.
Key Responsibilities
  • Perform daily accounting tasks such as accounts payable, accounts receivable, general ledger entries, and bank reconciliations
  • Process payroll for clients, ensuring timely and accurate filings in compliance with federal, state, and local laws
  • Support month-end and year-end close processes, including journal entries and account reconciliations
  • Maintain and update client records in QuickBooks Online, including transaction entry, reporting, and system organization
  • Prepare financial reports and assist in the preparation of financial statements
  • Communicate with clients to gather financial information, respond to inquiries, and provide high-quality support
  • Assist with the onboarding and setup of new client accounts
  • Prepare annual forms 1096 and 1099
  • Prepare annual Personal Property Tax Returns
  • Ensure confidentiality and professionalism in handling all client financial data
  • Identify opportunities for process improvement and increased efficiency in client workflows
  • Other duties as assigned by the Director of CAAS or other CAAS senior accountants
Required Qualifications
  • Associate's degree or higher in Accounting or a closely related field
  • Strong understanding of accounting principles and terminology
  • Proficiency in QuickBooks Online (QBO) is required
  • Must be able to demonstrate proficiency
  • One year or more of prior experience in public or private accounting utilizing QBO
  • Familiarity with payroll processes and related tax compliance
  • High attention to detail, accuracy, and organizational skills
  • Excellent communication and time management abilities
  • Ability to work effectively in a team and independently in a fast-paced, deadline-driven environment
  • Must be able to work on-site full-time; remote or hybrid options are not available
Preferred Qualifications
  • Prior experience in accounting, payroll, and bookkeeping in a public accounting environment
  • Knowledge of governmental accounting standards (e.g., GASB) is highly desired
  • Familiarity with QuickBooks Online payroll and ADP Run and Workforce Now payroll platforms
  • Skilled at integrating various applications with QuickBooks Online
  • Experience with utilizing various AI applications, especially Copilot and Claude
  • Interest in pursuing additional credentials such as CPA or CPP
What We Offer
  • Structured training and mentorship within a CPA firm
  • Hands-on experience with a diverse client base
  • Competitive compensation and benefits
  • Support for continuing education and professional development
  • A collaborative, supportive team environment

If you're ready to take the next step in your accounting career and thrive in a client-focused, in-office role, we invite you to apply:
  • Resume and cover letter are required
  • Cover letter should contain the following:
    • Explanation of your familiarity with QuickBooks Online
    • Description of your experience with the accounting cycle, including payroll, bank transactions, and financial statement reporting
    • Example of your ability to work on multiple projects concurrently, emphasizing your process of prioritizing work

Apply