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Client Relations Associate Jobs in Happy Valley, OR

Standish Management

Associate

Portland, OR

With guidance from the team members, the Associate oversees the administrative support and the investor relations related to client funds. These responsibilities range from data entry into the client ...

Standish Management

Associate

Portland, OR · On-site

With guidance from the team members, the Associate oversees the administrative support and the investor relations related to client funds. These responsibilities range from data entry into the client ...

Sage Hospitality

Sales Manager

Portland, OR

$80K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... associates play an essential role in creating welcoming, inclusive environments where kindness ... Account Management & Client Relations * Maximize revenue from existing accounts through proactive ...

Sage Hospitality

Sales Manager

Portland, OR

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... associates play an essential role in creating welcoming, inclusive environments where kindness ... Account Management & Client Relations * Maximize revenue from existing accounts through proactive ...

Sage Hospitality

Sales Manager

Portland, OR · On-site

$80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... associates play an essential role in creating welcoming, inclusive environments where kindness ... Account Management & Client Relations * Maximize revenue from existing accounts through proactive ...

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Showing results 21-40

All JobsClient Relations Associate JobsClient Relations Associate Jobs in Happy Valley, OR

Client Relations Associate information

See Happy Valley, OR salary details

$26K

$49K

$69.7K

How much do client relations associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for client relations associate in Happy Valley, OR is $48,986.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,600.00 and $52,000.00 per year, depending on experience, location, and employer.

What is a client relations associate?

Client Relations Associates are professionals who act as the main point of contact between a company and its clients. They are responsible for managing client accounts, addressing client inquiries or concerns, and ensuring customer satisfaction. Their role often involves building strong relationships, understanding clients' needs, and coordinating with internal teams to deliver solutions. By maintaining open communication and providing excellent service, Client Relations Associates help foster long-term client loyalty and support business growth.

What are the key skills and qualifications needed to thrive as a client relations associate?

To thrive as a Client Relations Associate, you need strong communication skills, attention to detail, and a background in business, sales, or customer service, often supported by a relevant bachelor's degree. Familiarity with CRM software like Salesforce, proficiency in Microsoft Office, and sometimes experience with help desk or ticketing systems are typically required. Outstanding interpersonal skills, problem-solving ability, and a customer-focused mindset help build lasting client relationships and resolve issues efficiently. These skills and qualities are crucial for maintaining client satisfaction, ensuring repeat business, and supporting the company's reputation.

How does a client relations associate typically collaborate with other departments to resolve client issues?

As a Client Relations Associate, you’ll frequently work cross-functionally with teams such as sales, customer support, and operations to address client needs. When a client issue arises, you may need to coordinate with technical specialists or account managers to gather information and propose solutions. Strong communication skills are essential, as you’ll often serve as the client’s advocate internally, ensuring their concerns are understood and prioritized. This collaborative approach not only helps resolve issues efficiently but also strengthens long-term client satisfaction.

What is the difference between Client Relations Associate vs Customer Service Representative?

AspectClient Relations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer bachelor's degreeHigh school diploma or equivalent; some roles may prefer associate's or bachelor's
Work EnvironmentOffice settings, client meetings, account managementCall centers, retail, online support
Employer & Industry UsageFinancial services, consulting, B2B companiesRetail, telecommunications, hospitality
Common Search & ComparisonClient Relations Associate vs Customer Service Representative

The main difference is that Client Relations Associates focus on building long-term relationships with clients, managing accounts, and providing tailored solutions, often in professional or financial industries. Customer Service Representatives typically handle day-to-day inquiries, troubleshooting, and support, mainly in retail or service sectors. While both roles require strong communication skills, Client Relations Associates usually work in more specialized, client-focused environments with a focus on relationship management.

What cities near Happy Valley, OR are hiring for Client Relations Associate jobs?

Cities near Happy Valley, OR with the most Client Relations Associate job openings:

Client Relations Associate jobs near you

Client Associate (Wealth Management)

Sanctuary Wealth Group LLC

Beaverton, OR • On-site

$65K - $82K/yr

Full-time

Medical, Dental, Retirement

Re-posted 6 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