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Client Associate Jobs in Portland, OR (NOW HIRING)

IMA Financial Group

Client Associate - 2

Portland, OR · On-site

$50K - $65K/yr

Client Associate Delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing ...

D.A. Davidson

Registered Client Associate

Lake Oswego, OR · On-site

  • Medical

  • Dental

  • Vision

  • PTO

At least two years previous experience as a Registered Client Associate. Post-Secondary education preferred. Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE ...

D.A. Davidson

Registered Client Associate

Lake Oswego, OR · On-site

  • Medical

  • Dental

  • Vision

  • PTO

... Client Associate. • Post-Secondary education preferred. • Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred. • ...

Travis Mathew

Client Associate Washington Square

Portland, OR · On-site

$16 - $17.50/hr

TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many ...

New

US Bank

Wealth Management Client Associate

Portland, OR

$21.25 - $28.32/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

US Bank

Wealth Management Client Associate

Hillsboro, OR

$21.25 - $28.32/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

US Bank

Wealth Management Client Associate

Oregon City, OR

$21.25 - $28.32/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

U.S. Bank

Wealth Management Client Associate

Oregon City, OR · On-site

$21.25 - $28.32/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

U.S. Bank

Wealth Management Client Associate

Hillsboro, OR · On-site

$21.25 - $28.32/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

US Bank

Wealth Management Client Associate

Gresham, OR · On-site

$21.25 - $28.32/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

U.S. Bank

Wealth Management Client Associate

Portland, OR · On-site

$21.25 - $28.32/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Portland, OR

Client Associate information

See Portland, OR salary details

$19.6K

$54K

$80.1K

How much do client associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for client associate in Portland, OR is $54,048.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $65,800.00 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 Portland, OR?

The most popular types of Client jobs in Portland, OR are:

What are popular job titles related to Client Associate jobs in Portland, OR?

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

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

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $54,048 per year, or $26 per hour.

Client Associate - 2

IMA Financial Group

Portland, OR • On-site

$50K - $65K/yr

Other

Posted 4 days ago

IMA Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Client Associate

Delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and judgment within defined parameters to support the client lifecycle.

Essential Job Duties Include But Are Not Limited To:

  • Independently performs core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support.
  • Serves as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting.
  • Reviews benefit contracts and materials for accuracy and completeness prior to client delivery.
  • Responds to more complex client questions and manage defined lifecycle tasks with limited oversight.
  • Supports entry-level financial analysis, claims & utilization reporting, and renewal preparation.
  • Informally guides peers and contributes to workflow execution through independent decision-making within established parameters.

Qualifications:

  • 1+ years relevant experience
  • Technical application skills: OE guide applications
  • General understanding of client lifecycle
  • Life & Health License: Take and pass Life & Health License within timing necessary for state requirements

Salary Range $50,000—$65,000 USD

What IMA Financial Group employees say

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