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Client Service Associate Jobs in Gresham, OR (NOW HIRING)

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 with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

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Client Service Associate information

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How much do client service associate jobs pay per hour?

As of May 30, 2026, the average hourly pay for client service associate in Gresham, OR is $18.09, according to ZipRecruiter salary data. Most workers in this role earn between $14.71 and $20.29 per hour, depending on experience, location, and employer.

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

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

What jobs make 3000 a month without a degree?

A Client Service Associate typically earns less than $3,000 monthly, but roles such as sales representatives, administrative assistants, or delivery drivers can reach or exceed this income level without a degree, especially with experience or commissions. These jobs often require strong communication skills, customer service abilities, and sometimes certifications or licenses depending on the industry.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What cities near Gresham, OR are hiring for Client Service Associate jobs? Cities near Gresham, OR with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Gresham, OR as of May 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $37,626 per year, or $18.1 per hour.
Client Service Associate

Client Service Associate

Capitol Family Office

Beaverton, OR • Remote

$30 - $45/hr

Other

Posted 8 days ago

Job description

Client Service Associate (Remote)

Capitol Family Office is a fully remote boutique financial advisory firm serving successful business owners, executives, and professionals. We combine deep expertise with high-touch service, using smart tech and fast execution to keep things moving and clients cared for.

We're looking for an experienced, proactive Client Service Associate to join our team. This is a fast-paced role supporting both firm partners, with a focus on day-to-day execution, administration, operations, and client service. You'll work especially closely with our Managing Partner, acting as her right hand.

Why This Role Matters

You'll be central to keeping the client experience seamless, ensuring forms are correct, follow-ups happen on time, accounts are opened properly, and client needs are taken care of efficiently. If you love owning a full task list, working closely with senior leadership, and making things happen every day, this is for you.

What You'll Do (this is a small sample of the tasks we do each day)

Client Service & Workflow Coordination

• Coordinate and take action on client service requests

• Process account openings, transfers, and custodial forms with precision

• Handle client scheduling, reminders, and meeting logistics

• Track follow-ups and ensure all client tasks are completed accurately and on time

• Communicate directly with clients to complete tasks and service requests

Administrative & Tech-Savvy Execution

• Maintain organized digital files and CRM records (Redtail, ShareFile, etc.)

• Handle e-signature workflows, document tracking, and custodial follow-ups

• Use tools like Calendly, Emoney, and Zoom daily

• Leverage AI tools to draft emails, organize data, and reduce friction in routine work

Executive & Partner Support

• Manage partner calendars, follow-up tasks, and internal checklists

• Communicate key updates and task statuses clearly and consistently

• Step in to get things done quickly, without needing to be asked twice

• Proactively identify what needs attention and take ownership

What We're Looking For

• Have 3+ years' experience in a financial advisory, RIA, or wealth management firm

• Know the lingo, paperwork, custodians, and processes like second nature

• Thrive in a fast-moving, task-heavy environment with no room for dropped balls

• Take initiative, figure things out, and finish the job with high attention to detail

• Are a highly organized, reliable, proactive, and calm under pressure person

• Love working closely with senior leadership and interacting with clients

• Communicate clearly and consistently, even when working independently

• Enjoy using tech and AI to get more done faster

• Interest and experience with paraplanner tasks a plus.

Compensation

• $30–$45/hour depending on experience

• Contractor role; fully remote

• 20–40 hours per week (with flexibility and room to grow)

• Must be available to work with partners Monday – Friday PST

How to Apply

• Complete the questionnaire
• Upload your resume
• Provide 3 work references

Apply