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Client Associate Jobs in Portland, OR (NOW HIRING)

Vodia Ventures

Client Service Associate

Portland, OR · On-site

$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 ...

Wells Fargo

Branch Support Manager

Portland, OR · On-site

Supervise a team of Client Associates in transactional tasks and processes to ensure timely completion, quality, and compliance * Identify opportunities for process improvement and risk control ...

Parkwood Clinic

Client Services Coordinator

Portland, OR · On-site

$19.25 - $26/hr

The Client Services Coordinator works closely with our clients and families to ensure they have ... Associate degree preferred * Medical billing and/or coding experience a plus Must pass full drug ...

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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.
Registered Client Service Associate

Registered Client Service Associate

Morgan Stanley

Lake Oswego, OR • On-site

Full-time

Posted 27 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 151 frontline employees who took The Breakroom Quiz

39th of 146 rated financial services

Job description

POSITION SUMMARY
Registered Service Associates perform operational support and oversight on behalf of the market as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Registered Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary.
DUTIES and RESPONSIBILITIES:
OPERATIONAL SUPPORT:
  • Perform asset movement functions such as reviewing check and security deposits, issuing checks, and approving cash and securities transactions
  • Responsible for the ongoing maintenance and ensure accuracy and managerial execution of operational logs
  • Process trade adjustments and manual trade tickets
  • Assist Service Leadership in timely responses to operational alerts according to Firm policies and procedures
  • Execute actionable items upon review of delegated reports and requests to meet service level expectations
  • Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing
  • Oversee and distribute incoming and outgoing mail, including opening, sorting, and distributing regular and/or overnight mail at multiple points throughout the day
  • Support the Service and Risk Management team in audit readiness and preparedness through ongoing monitoring of accounts and processes, engage in audit testing, and ensuring compliance with firm policies and regulatory requirements
  • Identify and bring awareness to opportunities for Firm services and solutions that support clients' needs including secure, digital offerings within Morgan Stanley Online and Morgan Stanley Mobile such as remote deposit capture features and electronic payment capabilities
  • Identify gaps within processes or procedures actioned within the branch and escalate to management team
  • Remedy and/or escalate service breaks to management team
  • If supervisory licenses are held - Possibility of supervisory responsibilities to be delegated
OTHER:
  • Assist with special projects (e.g., recruit onboarding support, Financial Advisor coverage, document retention)
  • Maintain focus on evolving policy and platform changes, participating in new learning opportunities, peer sharing and cross-training opportunities, and conference calls as needed
  • Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support, and assisting with client visits in a clerical capacity)
  • Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers
  • Organize and track progress against operational remediation projects

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • High School Diploma/Equivalency
  • College degree preferred
  • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required

Knowledge/Skills
  • Strong computer skills and knowledge of Microsoft Office products
  • Exceptional writing, interpersonal and client service skills
  • Detail oriented with superior organizational skills and ability to prioritize tasks
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Willingness to obtain Series 9 and Series 10 (SU) for delegation of supervisory functions

Reports to:
  • Service Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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