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Client Service Associate Jobs in Oregon City, OR

Coldstream Capital Management

Client Service Associate

Portland, OR · On-site

$60K - $70K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Client Service Associate with a supportive team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. Our team, formerly ...

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Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for client service associate in Oregon City, OR is $18.34, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.58 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.

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.

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 do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What is a client service associate?

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 cities near Oregon City, OR are hiring for Client Service Associate jobs?

Cities near Oregon City, OR with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Oregon City, OR as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $38,145 per year, or $18.3 per hour.

Client Service Associate

Coldstream Capital Management

Portland, OR • On-site

$60K - $70K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description


If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.
Our team, formerly known as Cable Hill Partners, has been serving clients for over 11 years, helping them align their financial lives with their values, while ensuring our work reflects our own. We are a team of individuals who strive for excellence in everything we do, from how we show up for one another, to the way we deliver a thoughtful, high-quality client experience. In June of 2025 Cable Hill Partners merged with Coldstream, and now we are looking to grow our team.
Team members work from our SW Portland office Monday - Thursday 7:30-4:00pm and Fridays 7:30-2:00pm.
Specific responsibilities include:
  • Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Scheduling and organizing client meetings and proactively preparing meeting materials in advance
  • Coordinating the new client onboarding process:
  • Opening brokerage accounts, establishing cashiering needs, setting up online reporting access
  • Updating cost basis, tracking required minimum distributions, reconciling account information
  • Sending and receiving documents to clients, their advisors, and investment custodians
  • Entering and maintaining client data and activity notes in our CRM system
Experience and Skills
  • 1-3 years of customer service experience and the desire to provide superior client service in a team-oriented environment (experience working in finance is a plus)
  • Interest in building a career in the wealth management industry
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus
  • Excellent communication skills, including proper grammar and punctuation
  • Strong organizational skills and the ability to follow established processes consistently
  • Strong prioritization skills and the ability to manage multiple tasks independently
  • Excellent reliability
  • A Bachelor's degree is preferred due to future career path requirements
Job Benefits
In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $60k - $70k plus an annual bonus and a generous benefits package.
As a Washington's Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We've created a full benefits package that focuses on the growth, health, and wellness of our team members:
  • Pay: Competitive base salary plus annual bonus
  • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
  • 401(k): 100% company match up to 4% of your annual pay
  • Stock: Opportunity to purchase equity and become an owner of the firm
  • Paid Time Off: Starting at 20 days per year (increases with tenure) - plus 10 holidays and an extra paid day off each year to do volunteer work
  • Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program
  • Parking: heavily subsidized parking (you pay $36 per month) or transit pass
  • Wellness reimbursement
  • Paid Parental leave: 12 weeks paid for all new parents
  • Paid sabbaticals every 10 years and anniversary bonuses every 5 years

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Portland, Bend, Bellevue, Seattle, Mercer Island, Kirkland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.
Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members' perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

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