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

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Service Associates work with our Service team and provide support to our Financial Advisors ... This role goes beyond day-to-day client support and requires a strategic approach to managing ...

NVA

Client Service Coordinator

Hillsboro, OR · On-site

$19.50 - $25.50/hr

We are a full service, 5 DVM, AAHA accredited hospital with many of the latest technologies to ... At National Veterinary Associates, we want to make sure your experience connecting with us is ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Sherwood, OR

Client Service Associate information

See Sherwood, OR salary details

$9

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How much do client service associate jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for client service associate in Sherwood, OR is $18.49, according to ZipRecruiter salary data. Most workers in this role earn between $15.05 and $20.77 per hour, depending on experience, location, and employer.

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.

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 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 much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What cities near Sherwood, OR are hiring for Client Service Associate jobs?

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Sherwood, OR as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, 2% Temporary, and 2% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution, with an average salary of $38,457 per year, or $18.5 per hour.

Service Associate

Allworth Financial

Vancouver, WA • On-site

$60K - $68K/yr

Full-time

Re-posted 3 days ago

Key responsibilities

  • Serve as an initial point of contact for clients, addressing inquiries and providing timely responses via phone and email.

  • Assist with scheduling, coordinating, and processing client appointments, requests, transactions, and paperwork.

  • Support advisors with client-related documentation, maintain client records, and collaborate with internal teams to resolve account issues.

Job description

SUMMARY:

Our Service Team consistently strives for service excellence. Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs, improving service processes, and supporting our financial advisory team in delivering best-in-class financial guidance. You will bring extensive experience in financial services, excellent relationship-building skills, and a commitment to improving the client experience at every interaction.

This is a full-time, non-exempt role based out of Vancouver, WA. This candidate will be required to be in the office all five days of the work week. The base salary range for this position is between $60,000-$68,000 per year. We also provide generous benefits to all our full-time employees.


DUTIES AND RESPONSIBILITIES

  • Serve as an initial point of contact for clients, addressing inquiries and providing timely responses to their needs via phone and email.
  • Assist with scheduling and coordinating client appointments, ensuring all logistics are handled efficiently and accurately.
  • Process client requests, including transactions and paperwork, in line with firm policies and procedures.
  • Assist in the onboarding process for new clients, ensuring a smooth and positive experience.
  • Collaborate with custodians and internal teams to resolve client account issues, transfers, and general service requests.
  • Support advisors with client-related documentation, ensuring all forms are complete, accurate, and submitted on time.
  • Provide notary services for client transactions as required.
  • Maintain up-to-date client records and help ensure accuracy and consistency across internal systems.

QUALIFICATIONS

  • 2-5 years of experience in a client-facing administrative role within the financial services or related industry.
  • BS/BA degree preferred; high school diploma or GED required.
  • Strong communication skills with the ability to establish rapport with clients and colleagues.
  • Experience with CRM systems and basic financial software (experience with custodial platforms is a plus).
  • Knowledge of financial services industry practices, with familiarity in processing account transactions or client service inquiries.
  • Strong attention to detail and accuracy in handling client records and transaction-related documents.
  • Ability to multitask and manage competing priorities in a fast-paced environment.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook). 

PHYSICAL REQUIREMENTS

  • Works in an office environment
  • Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
  • Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer
  • Occasionally move about inside the office to access file cabinets, office equipment, etc.
  • May carry or lift weight up to 10 lbs. in very limited occurrences

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