ZipRecruiter

Log In

1

Client Operations Associate Jobs in Oregon (NOW HIRING)

Kohl's

$12.50/hr

You will efficiently process freight, replenishment, and omni channel operations. What You'll Do ... Client facing retail or service industry experience Essential Functions The requirements listed ...

VytlOne

Operations Analyst

Associate's degree or equivalent combination of education and experience 2+ years of progressive experience in: * PBM operations * Claims processing * Eligibility / accumulator processing * Client ...

next page

Showing results 1-20

All JobsClient Operations Associate JobsClient Operations Associate Jobs in Oregon

Client Operations Associate information

See Oregon salary details

$11

$27

$56

How much do client operations associate jobs pay per hour?

As of Jul 21, 2026, the average hourly pay for client operations associate in Oregon is $27.75, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $32.02 per hour, depending on experience, location, and employer.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

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

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

What does a Client Operations Associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

How does a Client Operations Associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.

What is a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth service delivery, and supporting client needs. They often handle communication, data management, and coordinate with internal teams using tools like CRM software to maintain client satisfaction and operational efficiency.

What does a customer operations associate do?

A client operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to maintain client satisfaction and operational efficiency.

Is a CSA job stressful?

A Client Operations Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Success in the position often depends on strong communication skills, organization, and the ability to work under pressure.

What jobs pay 4000 a week without a degree?

A Client Operations Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain tech sales positions, which can reach or exceed that amount with experience and commissions. These roles often require strong communication skills, industry knowledge, and sometimes certifications, but not necessarily a college degree.
What are the most commonly searched types of Client Operations jobs in Oregon? The most popular types of Client Operations jobs in Oregon are:
Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Oregon as of June 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $57,716 per year, or $27.7 per hour.

Client Associate (Wealth Management)

Sanctuary Wealth Group LLC

Beaverton, OR

$65K - $82K/yr

Other

Medical, Dental, Retirement

Re-posted 10 days ago

Job description

Description

Position: Client Associate (Wealth Management)

Location: Beaverton, Oregon
Work Model: Full-Time | In-Office Monday-Friday

Firm: NBC Capital Advisors

Compensation: $65,000-$82,000 (Commensurate with Experience)  + Comprehensive Benefits


Join Our Team at NBC Capital Advisors


About the Role - We are seeking a motivated, service-oriented Administrative Assistant to join our close-knit team. This position plays a key role in supporting daily office operations, retirement plan administration, and delivering exceptional service to our clients.

NBC Capital Advisors is an independent wealth management firm based in Beaverton, Oregon, dedicated to helping individuals, families, business owners, and retirement plan participants navigate their financial lives with confidence. As fiduciaries, we are committed to putting our clients first and delivering personalized financial guidance, investment management, retirement planning, and wealth management solutions.

With nearly $1 billion in assets under management, we have built our reputation on trust, exceptional service, and long-term client relationships. As our firm continues to grow, we are seeking an Administrative Assistant who will play a vital role in supporting both our clients and our internal operations.


Your Role & Responsibilities


Client Service & Administrative Support

Answer incoming phone calls and assist clients in a professional, friendly, and timely manner

Serve as a first point of contact for client questions and requests

Manage general office communication through Outlook, including calendars and email correspondence

Maintain organized records, files, and client documentation

Support advisors and team members with various administrative and operational needs


Retirement Plan & Client Operations Support

Assist clients with 401(k) enrollment processes and retirement plan-related questions

Support retirement plan administration and participant service requests

Process account paperwork, client forms, and operational requests

Assist with money movement requests, check deposits, rollovers, and account maintenance activities

Coordinate with custodians and third-party providers as needed


Office Operations

Process incoming and outgoing mail

Become proficient in multiple internal and external software platforms

Utilize Microsoft Excel for tracking, reporting, and administrative functions

Organize and coordinate team meetings

Assist with special projects and firm initiatives as needed


Team Support & Continuous Improvement

Work closely with all members of the firm to support business operations

Proactively identify tasks and opportunities to help during slower periods

Contribute ideas for improving client service, efficiency, and firm operations

Take ownership of responsibilities and seek opportunities to learn and grow

Requirements

What We're Looking For

Required Qualifications

Strong customer service mindset and professional communication skills

Comfortable speaking with clients by phone and handling sensitive information with discretion

Intermediate to advanced proficiency in Microsoft Outlook and Excel

Strong organizational skills and attention to detail

Ability to learn new systems and technology platforms quickly

Self-motivated with the ability to work independently

Positive attitude and willingness to help wherever needed


Preferred Qualifications

Previous office, administrative, client service, or operations experience

Experience in financial services, banking, retirement plans, or wealth management environments

Familiarity with Schwab, Fidelity, CRM systems, or retirement plan administration

Experience working in a professional office setting


About Our Team - At NBC Capital Advisors, you'll join a highly established team that manages nearly $1 billion in client assets while maintaining the culture and collaboration of a small business. Our team believes in working hard, supporting one another, and providing exceptional client experience.

Because we are a smaller organization, every team member has a meaningful impact on our success. We value professionalism, accountability, initiative, and a willingness to jump in wherever needed. We pride ourselves on maintaining a positive, supportive environment where people genuinely enjoy working together.


Why Join NBC Capital Advisors?

Join a respected and growing independent wealth management firm managing nearly $1 billion in assets

Become part of a close-knit team where your contributions are valued and recognized

Gain exposure to financial planning, wealth management, retirement plans, and client operations

Work directly with experienced advisors and industry professionals

Opportunity for long-term growth and career development

Competitive compensation based on experience

Generous 401(k) benefits

Medical and dental coverage

Stable, supportive, team-oriented work environment

Meaningful work helping clients achieve their financial goals


The Ideal Candidate

We're looking for someone who takes pride in providing excellent service, enjoys being part of a team, and wants to grow into a long-term role within our firm.


The ideal candidate is dependable, adaptable, curious, and eager to learn. Because we are a close-knit team of five, personality matters. We value individuals who bring positive energy, professionalism, strong communication skills, and a collaborative mindset. Most importantly, we're looking for someone who genuinely enjoys helping others and takes ownership of their work.

Apply