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Client Service Jobs in Portland, OR (NOW HIRING)

Ceritypartners

Client Service Associate

Portland, OR

$70K - $85K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account ...

Thrivent

Client Service Administrator

Vancouver, WA · On-site

$20 - $25/hr

The Client Service Administrator reports to and is employed by Dane Schultz-Andersen. This position is 32 hours a week, compensating $20-25/hr based upon experience. Sick pay and Holiday pay provided.

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All JobsClient Service JobsClient Service Jobs in Portland, OR

Client Service information

See Portland, OR salary details

$10

$19

$28

How much do client service jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for client service in Portland, OR is $19.93, according to ZipRecruiter salary data. Most workers in this role earn between $16.30 and $22.16 per hour, depending on experience, location, and employer.

What does client service do?

Client service professionals are responsible for assisting clients, addressing their needs, and ensuring satisfaction. They communicate effectively, resolve issues, and often use customer relationship management (CRM) tools to maintain positive interactions and support business retention.

What is a client service job?

A client service job involves assisting and supporting clients by addressing their needs, resolving issues, and providing information about products or services. These roles often require strong communication skills, problem-solving abilities, and familiarity with customer management tools or CRM systems.

What are client service jobs?

Client service jobs focus on assisting customers or clients by addressing their needs, answering questions, solving problems, and ensuring satisfaction with a company’s products or services. These roles can be found in various industries, such as finance, retail, hospitality, and technology. Client service professionals often communicate directly with clients through phone, email, chat, or in person and must have strong communication and problem-solving skills. Their goal is to build positive relationships and help retain clients for the business.

How does a Client Service professional typically collaborate with other departments to address client needs?

Client Service professionals often act as the primary point of contact for clients, but they regularly collaborate with teams like Sales, Account Management, and Technical Support to resolve client inquiries efficiently. This cross-functional teamwork ensures that client issues are addressed holistically and with the right expertise. Clear communication skills and the ability to coordinate between departments are crucial for success in this role. Regular meetings and shared client updates are common practices to maintain alignment and deliver a seamless client experience.

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

To thrive as a Client Service professional, you need strong communication skills, problem-solving abilities, and a customer-focused mindset, often supported by a degree in business or a related field. Familiarity with customer relationship management (CRM) systems, ticketing platforms, and basic office software is typically required. Exceptional interpersonal skills, patience, and the ability to remain calm under pressure help you build trust and resolve client concerns effectively. These skills are crucial for ensuring client satisfaction, fostering loyalty, and maintaining a positive company reputation.

What jobs pay 4000 a week without a degree?

In client service roles, high-paying positions such as sales managers, account executives, or freelance consultants can earn around $4,000 weekly, especially with experience and strong client relationships. These jobs often require excellent communication skills, industry knowledge, and sometimes certifications but do not always require a formal degree.
What are the most commonly searched types of Client Service jobs in Portland, OR? The most popular types of Client Service jobs in Portland, OR are:
What cities near Portland, OR are hiring for Client Service jobs? Cities near Portland, OR with the most Client Service job openings:
Client Service jobs near you
Client Service Associate (Remote)

Client Service Associate (Remote)

Capitol Family Office

Beaverton, OR • Remote

$30 - $45/hr

Full-time

Posted 23 days ago

Job description

Client Service Associate 1099 / Remote Contractor

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

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

2040 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