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Client Associate Jobs in Portland, OR (NOW HIRING)

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

This role goes beyond day-to-day client support and requires a strategic approach to managing ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

Standish Management

Associate

Portland, OR · On-site

Standish Management is looking for associates to join our fund administration team. With guidance ... These responsibilities range from data entry into the client reporting software to compiling ...

Ernest

Client Logistics Manager

Portland, OR · On-site

Client Logistics Manager Location: Portland Distribution Center On-site Pay: 80k Base Position ... Lead, coach, support, and develop warehouse associates and commercial drivers while creating ...

Ernest

Client Logistics Manager

Portland, OR · On-site

Client Logistics Manager Location: Portland Distribution Center On-site Pay: 80k Base Position ... Lead, coach, support, and develop warehouse associates and commercial drivers while creating ...

Ernest

Client Logistics Manager

Portland, OR · On-site

Client Logistics Manager Location: Portland Distribution Center On-site Pay: 80k Base Position ... Lead, coach, support, and develop warehouse associates and commercial drivers while creating ...

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Showing results 41-60

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 Sep 6, 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 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 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 84% Full Time, 12% Part Time, and 4% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $54,048 per year, or $26 per hour.

Work From Home - Client Services Associate

AO Garcia Agency

Oregon City, OR • Remote

Full-time

Posted 21 days ago

Job description

Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on the lives of others? Look no further!

Seeking dedicated individuals to join a team in a financial services position aimed at protecting families.

Why Apply:
1. Make a Difference: Join a team dedicated to protecting families and children through financial services, providing peace of mind and security to those who need it most.
2. Work from Home: Enjoy the convenience and flexibility of working remotely, allowing you to create a comfortable and productive work environment while balancing your personal commitments.
3. Opportunity for Growth: Grow with a company that values your potential and provides opportunities for advancement, allowing you to build a rewarding career while making a meaningful difference in the lives of others.
4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life's uncertainties with confidence.
5. Integrity: Uphold the highest standards of integrity in all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trust worthiness.


Qualifications:
Genuine desire to help others and make a positive impact on their lives.
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Integrity and ethical conduct in all professional dealings.

If you're ready to embark on a fulfilling career where you can work from home, help others, and grow with a company that values integrity and compassion, apply now! Take the first step towards a rewarding journey of making a difference in the lives of families and children through financial services.
Don't miss out on this opportunity to join a team that's committed to making a meaningful impact. Apply today and become part of a mission to protect and support families and children in need!


*All interviews will be conducted via Zoom video conferencing.
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 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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