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Client Service Jobs in Portland, OR (NOW HIRING)

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 ...

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.

Client Service Coordinator

Hillsboro, OR · On-site

$16.16 - $20.66/hr

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets ...

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 ... client interactions and office work. We expect a positive, professional attitude and ability to ...

Showing results 21-40

Client Service information

See Portland, OR salary details

$10

$19

$28

How much do client service jobs pay per hour?

As of Aug 9, 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 is a client service?

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?

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 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:
Infographic showing various Client Service job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $41,463 per year, or $19.9 per hour.

$70K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago


Job description

Position Summary:

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 openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.

Primary Responsibilities

  • Frequent custodian interaction & paperwork processing.
    • Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.
  • Schedule client meetings.
  • Basic preparation and follow-up for client meetings.
    • Prepare client forms in advance of client meetings.
    • Attend meetings to take notes and send a summary to both the client and the advisory team.
  • Develop knowledge of investment accounts, products and the forms required to transact business.
  • Assist with internal coordination across departments to ensure tasks/follow up is completed in a timely manner.
  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
  • Ongoing maintenance and quality control of CRM.
  • Organize advisory team meetings and events.
  • Receive client calls and resolve questions/issues as needed.
  • Execute client appreciation and retention activities.

Required Qualifications:

  • Bachelor's degree
  • 2+ years of experience

Skills and Competencies:

  • Demonstrate strong and effective communication, organizational and time management skills.
  • Ability to work in a team based/collaborative environment.
  • Must accept and thrive in a fast-paced, changing environment.
  • Adherence to all compliance policies & procedures.
  • Demonstrate the Cerity Partners culture.

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Compensation Range:

$70,000 - $85,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance - day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.