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Client Associate Jobs in Portland, OR (NOW HIRING)

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 ...

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 ...

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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 Jun 9, 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 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 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 83% Full Time, 16% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,048 per year, or $26 per hour.
Client Service Associate - Portland

Client Service Associate - Portland

Brighton Jones

Portland, OR

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago

Job description

Ready to make a meaningful impact?
 
At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive "Best Places to Work" awards including Inc.com's 2025 list, as well as national honors for community impact.
 
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. 
 
As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.
 
*Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.
 
Take our Values in Action Self-Assessment to see how our values align! 
Your Role - Administrative Responsibilities:
  • Provide administrative oversight and support the Lead Advisors on strategic needs.
  • Prepare various administrative deliverables which directly support client retention and growth; prepare and process documentation related to client onboarding, implementation, and on-going client maintenance
  • Act as a primary point of contact for custodians around all operational and tactical service matters
  • Gather, organize, and input client and prospective client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
  • Assist advisory team members coming out of client and prospective client meetings with any post-meeting action items
  • Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers
  • Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion
  • Assist with calendaring functions and internal meeting preparation
Your Role - Client Experience Responsibilities:
  • Assist with ad hoc client projects that promote client service/experience, including projects that support the broader service team
  • Coordinate client touchpoints which drive client experiences including anniversaries, thank you notes, flowers and/or gifts
  • Oversee quality control to mitigate errors on any client-related paperwork 
Your Experience:
  • 1 - 4 years of experience in an administrative role, experience in the financial services industry is preferred.
  • Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred
  • Self-motivated and takes pride in providing exceptional support to clients and the team
  • Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus
  • Expected to learn other position-related systems on the job
  • This role is an in-office, full-time, and non-exempt position. Hours are Monday through Friday - 8:00 am - 5:00 pm. We are a work from office culture with lots of flexibility.
Compensation:
  • Pay: Competitive hourly rate.
 
 
Ownership & Financial Wellbeing
  • Fully paid medical, dental, and vision coverage for employees
  • 401(k) with 100% match up to 3% of annual compensation
  • Equity ownership opportunities for every employee
  • New Business Incentive Program
  • Generous employee referral bonus
  • Cell phone data reimbursement
  • Financial planning services discount for employees and immediate family members
 
Time & Flexibility
  • Minimum 3 weeks PTO starting Day 1
  • Winter Break, Summer Friday flex-days, and 10 paid holidays
  • Unlimited Volunteer Time Off plus company grant matching
  • Heavily subsidized transit
 
Growth & Development
  • 100% reimbursement for required training, certifications, licensing, and dues
  • Personal career development plans
  • Richer Life Business Partner (coaching for all employees)
  • Mindful Emotional & Social Intelligence training
  • Annual professional & personal wellbeing stipend
 
Connection & Community
  • Quarterly team-building events
  • Regular social events
  • Employee-led book clubs, committees, and affinity groups
 
Family & Milestones
  • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
  • Adoption benefits
  • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. 

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.
 
Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.
 
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. 

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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