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Client Service Associate Jobs in Vancouver, WA (NOW HIRING)

CFS

Client Service Associate

Portland, OR

$85K - $95K/yr

Client Service Associate Salary: $85,000-$95,000 Why This Opportunity Stands Out: • Work directly with a CPA firm, gaining valuable exposure to accounting and advisory services • Be the primary ...

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CFS

Client Service Associate

Milwaukie, OR

$75K - $95K/yr

a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Client Service Associate (CSA) Located in SE Portland Salary: $75,000-95 ...

Vodia Ventures

Client Service Associate

Portland, OR

$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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All JobsClient Service Associate JobsClient Service Associate Jobs in Vancouver, WA

Client Service Associate information

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$18

$28

How much do client service associate jobs pay per hour?

As of Jun 14, 2026, the average hourly pay for client service associate in Vancouver, WA is $18.13, according to ZipRecruiter salary data. Most workers in this role earn between $14.76 and $20.34 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

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.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing information about products or services. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and efficient service delivery.

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 job makes $10,000 a month without a degree?

A Client Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level often involve sales, real estate, or entrepreneurship, which may require strong communication skills, industry knowledge, and a proven track record rather than formal degrees.

Is client associate entry level?

A client service associate position is often considered entry-level, suitable for candidates with a high school diploma or bachelor's degree. The role typically involves developing customer service skills, familiarity with financial products, and using CRM tools, making it accessible to those starting their careers in client support or financial services.

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 are the most commonly searched types of Client Service jobs in Vancouver, WA? The most popular types of Client Service jobs in Vancouver, WA are:
What cities near Vancouver, WA are hiring for Client Service Associate jobs? Cities near Vancouver, WA with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Vancouver, WA as of June 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $37,715 per year, or $18.1 per hour.

Client Service Associate

CFS

Portland, OR

$85K - $95K/yr

Full-time

Posted 2 days ago

Job description

a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; }
Join a highly visible, client-facing role where your organization and communication skills directly impact client experience at a respected CPA firm. This position offers strong exposure to accounting teams and a clear path for growth in a professional services environment.
Client Service Associate
Salary: $85,000–$95,000
Why This Opportunity Stands Out:
• Work directly with a CPA firm, gaining valuable exposure to accounting and advisory services
• Be the primary point of contact for clients, building strong professional relationships
• High visibility role supporting both clients and internal accounting teams
• Clear opportunity for growth within a structured, professional services environment
• Competitive compensation with upside for high performers
• Gain experience across client onboarding, operations, and workflow coordination
• Work in a collaborative, team-oriented setting with direct impact on service delivery
Key Responsibilities for the Client Service Associate:
• Manage client onboarding and offboarding processes
• Serve as the primary point of contact for client communication
• Gather and organize client documentation for internal teams
• Coordinate with staff to ensure timely and accurate client service delivery
• Support team preparation and workflow processes
Qualifications for the Client Service Associate:
• Bachelor’s degree in Accounting, Finance, Economics, or Business (preferred)
• Experience in a CPA firm environment strongly preferred
• Client-facing experience in a professional services setting
• Strong organizational and administrative coordination experience
Timing is everything. Whether you are aggressively in a job search or simply passive for the ideal position, we would like to have the chance to share our opportunities with you. We specialize in placement for accounting and finance professionals. Many of our positions are not posted on the internet. Please contact me for more information about this role as well as other opportunities.
#INJUN2026 #LI-SB1

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