ZipRecruiter

Log In

1

Client Onboarding Associate Jobs in Oregon (NOW HIRING)

Interpath Laboratory

Client Account Manager

Portland, OR · On-site

$81K/yr

Support new account start-ups, including client onboarding, workflow training, test menu education ... Associate's degree or equivalent combination of education and experience required * Bachelor ...

Interpath Laboratory

Client Account Manager

Portland, OR · On-site

$81K/yr

Support new account start-ups, including client onboarding, workflow training, test menu education ... Associate's degree or equivalent combination of education and experience required * Bachelor ...

Vodia Ventures

Client Service Associate

Portland, OR

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Plan and manage new account onboarding process including SMA and alternative investments * Closely ...

next page

Showing results 1-20

People also search for

All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Oregon

Client Onboarding Associate information

See Oregon salary details

$14

$27

$43

How much do client onboarding associate jobs pay per hour?

As of May 28, 2026, the average hourly pay for client onboarding associate in Oregon is $27.45, according to ZipRecruiter salary data. Most workers in this role earn between $21.59 and $30.24 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Onboarding Associate, and why are they important?

To thrive as a Client Onboarding Associate, you need strong organizational skills, attention to detail, and knowledge of client relationship management, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and document management systems is typically required. Exceptional communication, problem-solving abilities, and a customer-centric mindset are valuable soft skills that set top performers apart. These skills ensure a smooth onboarding experience, build client trust, and contribute to long-term client satisfaction and retention.

What are some common challenges faced by Client Onboarding Associates during the onboarding process, and how are they typically addressed?

Client Onboarding Associates often encounter challenges such as managing tight deadlines, handling complex regulatory requirements, and coordinating between multiple internal teams and clients. To address these, Associates typically rely on strong organizational skills, clear communication, and thorough documentation. Many organizations provide structured workflows and regular training to ensure compliance and efficiency, and teamwork is encouraged to resolve issues quickly and maintain a smooth onboarding experience for clients.

What does a Client Onboarding Associate do?

A Client Onboarding Associate is responsible for guiding new clients through the initial setup and integration process with a company’s products or services. This role involves collecting and verifying client information, ensuring all necessary documentation is completed, and coordinating with internal teams to facilitate a smooth transition. Client Onboarding Associates also address client questions, resolve any issues that may arise during onboarding, and help ensure a positive first experience. Their work is essential in building strong client relationships and setting the foundation for long-term customer satisfaction.

What is the difference between Client Onboarding Associate vs Client Relations Specialist?

AspectClient Onboarding AssociateClient Relations Specialist
CredentialsTypically requires a bachelor's degree in business, communications, or related fieldOften requires similar degrees; certifications in customer service or relationship management are a plus
Work EnvironmentUsually works in financial services, banking, or consulting firms, focusing on new client setupWorks across industries, maintaining ongoing client relationships and satisfaction
Employer & Industry UsageCommon in finance, banking, and professional services for onboarding new clientsUsed broadly in finance, tech, and service industries for client retention

The main difference is that a Client Onboarding Associate focuses on the initial setup and integration of new clients, ensuring a smooth onboarding process. In contrast, a Client Relations Specialist manages ongoing relationships, aiming to retain clients and enhance satisfaction after onboarding.

What are the most commonly searched types of Client Onboarding jobs in Oregon? The most popular types of Client Onboarding jobs in Oregon are:
What are popular job titles related to Client Onboarding Associate jobs in Oregon? For Client Onboarding Associate jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Client Onboarding Associate jobs in Oregon look for? The top searched job categories for Client Onboarding Associate jobs in Oregon are:
What cities in Oregon are hiring for Client Onboarding Associate jobs? Cities in Oregon with the most Client Onboarding Associate job openings:
Client Onboarding Associate jobs near you
Senior Client Service Associate

Senior Client Service Associate

Coldstream Wealth Management

Portland, OR • Hybrid

$15.50 - $21.25/hr

Full-time

Posted 22 days ago

Job description

Providing exceptional service to our clients starts with investing in exceptional people!

If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other.

The Senior Client Service Associate Role

The Client Service Associate performs operational duties which directly impact the client experience. This position is the day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. The team has a hybrid work environment with the hours 8:00am - 5:00pm (in-office Tuesday through Thursday with the option to work from home on Monday and Friday).

Specific responsibilities include:

  • Prepare and process documentation related to client onboarding and maintenance:
    • Open brokerage accounts, establish cashiering needs, set up online reporting access
    • Update cost basis, track required minimum distributions, reconcile account information
    • Send and receive documents to and from clients, their advisors, and investment custodians
    • Log all activities in the firm's CRM in a timely and accurate manner.
  • Serve as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Perform client and prospect data entry in the firm's CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients.
  • May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials.
  • Coordinate with clients, custodians, and investment managers to provide annual audit confirmations, audited financials, and any additional information as requested by auditors.
  • May perform calendaring functions with both internal teams and external clients, prospects and COIs.

Apply