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Client Associate Jobs in Portland, OR (NOW HIRING)

UBS

Client Associate

Lake Oswego, OR · On-site

Do you know how to take care of people? We're looking for a Full-Time Client Associate to: • serve private wealth clients with the utmost accuracy and care • carefully open new accounts, execute ...

UBS

Client Associate

Lake Oswego, OR · On-site

Do you know how to take care of people? We're looking for a Full-Time Client Associate to: • serve private wealth clients with the utmost accuracy and care • carefully open new accounts, execute ...

IMA Financial Group

Client Associate-1 (PNW)

Portland, OR · On-site

$53K - $56K/yr

Client Associate-1 (PNW) The Client Associate-1 Role provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role ...

IMA Financial Group

Client Associate-1 (PNW)

Portland, OR · On-site

$53K - $56K/yr

The Client Associate-1 Role provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with ...

US Bank

Wealth Management Client Associate

Hillsboro, OR · On-site

$21.25 - $28.32/hr

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

Hillsboro, OR · On-site

$21.25 - $28.32/hr

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

Centralized Client Associate

Portland, OR · On-site

$22.50 - $30/hr

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and ...

U.S. Bank

Centralized Client Associate

Portland, OR · On-site

$22.50 - $30/hr

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow 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 Jul 4, 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.

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 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 June 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Hybrid job distribution, with an average salary of $54,048 per year, or $26 per hour.
Client Associate

Client Associate

UBS - Experienced professionals - job boards

Lake Oswego, OR • On-site

Other

Posted 27 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

15th of 144 rated banks

Job description

Are you service oriented. Do you know how to take care of people.
We're looking for a Full-Time Client Associate to:
serve private wealth clients with the utmost accuracy and care
carefully open new accounts, execute banking requests, and facilitate other account service and maintenance activities
support a team of professionals in delivering the service model
educate clients on account services and capabilities
keep management systems up to date with client information
help with the preparation of reports and other materials for client meetings
track and execute client service and operational activities with a high degree of professionalism
coordinate detailed calendar of activities
Field phone calls and work.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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