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Client Operations Associate Jobs in Beaverton, OR

UBS

Client Associate

Lake Oswego, OR · On-site

... operational activities with a high degree of professionalism • coordinate detailed calendar of activities • Field phone calls and work Your team You'll be working in the Lake Oswego office ...

UBS

Client Associate

Lake Oswego, OR · On-site

... operational activities with a high degree of professionalism • coordinate detailed calendar of activities • Field phone calls and work Join us At UBS, we know that it's our people, with their ...

IMA Financial Group

Client Associate-1 (PNW)

Portland, OR · On-site

$53K - $56K/yr

The Client Associate-1 Role provides foundational support to employee benefits clients by assisting ... Provides day-to-day operational and administrative support across the employee benefits client ...

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 ... The primary role is to provide client service management support to our clients and operational ...

US Bank

Wealth Management Client Associate

Hillsboro, OR

$21.25 - $28.32/hr

Provides sales, processing, operational, administrative and customer service support to Financial ... client files and supplies, answering phones, opening and disseminating mail. Assists in business ...

U.S. Bank

Wealth Management Client Associate

Hillsboro, OR · On-site

$21.25 - $28.32/hr

Provides sales, processing, operational, administrative and customer service support to Financial ... client files and supplies, answering phones, opening and disseminating mail. Assists in business ...

Avenue5

Vice President, Operations

Portland, OR · On-site

Vice President, Operations Avenue5 is in search of Vice President, Property Management to join our ... client accounts * Responsible for full associate life cycle including recruiting, mentoring and ...

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Client Operations Associate information

See Beaverton, OR salary details

$11

$27

$55

How much do client operations associate jobs pay per hour?

As of Jul 1, 2026, the average hourly pay for client operations associate in Beaverton, OR is $27.31, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $31.49 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 Beaverton, OR? The most popular types of Client Operations jobs in Beaverton, OR are:
Client Operations Associate jobs near you
Registered Client Service Associate

Registered Client Service Associate

Morgan Stanley

Lake Oswego, OR

Full-time

Posted 23 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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