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Client Services Associate Jobs in Medford, OR (NOW HIRING)

H&R Block

Tax Associate

Grants Pass, OR · On-site

$57K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

White City, OR · On-site

$58K - $78K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Medford, OR · On-site

$62K - $82K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Central Point, OR · On-site

$58K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Medford, OR · On-site

$59K - $78K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Ashland, OR · On-site

$59K - $79K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

Banfield

Chief of Staff - Veterinarian

Central Point, OR · On-site

$118K - $170K/yr

Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...

Banfield

Senior Veterinarian

Medford, OR · On-site

$118K - $170K/yr

Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...

Banfield

Veterinarian - Chief of Staff

Medford, OR · On-site

$118K - $170K/yr

Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...

Banfield

Lead Veterinarian

Medford, OR · On-site

$118K - $170K/yr

Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...

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Client Services Associate information

See Medford, OR salary details

$10

$23

$42

How much do client services associate jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for client services associate in Medford, OR is $23.28, according to ZipRecruiter salary data. Most workers in this role earn between $17.74 and $25.96 per hour, depending on experience, location, and employer.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Medford, OR?

The most popular types of Client Services jobs in Medford, OR are:

What job categories do people searching Client Services Associate jobs in Medford, OR look for?

The top searched job categories for Client Services Associate jobs in Medford, OR are:

What cities near Medford, OR are hiring for Client Services Associate jobs?

Cities near Medford, OR with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Medford, OR as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $48,415 per year, or $23.3 per hour.

Client Services Associate

Ashland, OR • On-site

People's Bank of Commerce
See more jobs at People's Bank of Commerceexternal

Full-time

Posted 13 days ago

Job description

Job Type
Full-time
Description
Steelhead Finance, a subsidiary of People's Bank of Commerce, is a leader in factoring and financial solutions for businesses seeking to manage and grow their cash flow. Established in 1981, we are located in Medford, OR. Our mission is to provide the best customer service possible to the many clients, customers, and partners we work with on a regular basis. We continue to build an ever-growing team that:
  • Delivers top-notch service
  • Embraces change
  • Pursues personal growth
  • Helps build a positive team spirit
  • Is passionate and creative

This position assists the Relationship Managers in managing portfolio risks. Performs diverse duties in support of, and in conjunction with, the Steelhead team, including but not limited to accurately problem-solving customer invoice issues and collection on invoices in a designate portfolio, while communicating concerns to management and Relationship Managers in a timely manner. Provides excellent customer service and administrative support for Steelhead Finance.
Reports to: Client Services Supervisor
Supervises: None
Requirements
Duties and Responsibilities:
  • Manage portfolio risks, resolving issues in a timely manner.
  • Use provided tools to oversee items needing follow up, while abiding by the direction of the Relationship Manager.
  • Identify and focus on highest risk portfolios, while managing the status of their portfolio.
  • Ensure the Relationship Manager is immediately informed on all portfolio weaknesses, concerns and issues.
  • Provide friendly, courteous, and professional communication support, including responding to incoming telephone calls, electronic mail and voice mail for both internal and external customers.
  • Act as a liaison between customers and Relationship Managers.
  • Complete daily billing tasks.
  • Verify invoices prior to and after client funding.
  • Input information into electronic system to track progress on a portfolio.
  • Assist with client concerns and issues with invoices and generate solutions.
  • Request and obtain needed documents from clients.
  • Complete required internet and compliance training within established time frames.
  • Complete collection process for invoices at levels that fall within company norms.
  • Attend meetings as requested.
  • Perform other duties as assigned.

Performance Standards:
  • Maintain accuracy, neatness, and thoroughness in performance of assigned duties to minimize errors.
  • Complete collection process for invoices at levels that fall within company norms.
  • Prioritize tasks and special assignments to meet deadlines daily.
  • Answer telephone by 3rd ring.
  • Respond promptly to walk-in customers and incoming telephone calls by assisting or referring them to appropriate personnel/departments.
  • Maintain a satisfactory level of attendance and tardiness as defined in the company attendance policy.

Skills and Abilities required:
  • Must be able to work within and foster a team environment, while effectively managing own workload.
  • Excellent oral, written and telephone communication skills.
  • Problem-solving skills and ability to tactfully resolve difficult customer situations.
  • Strong proven interpersonal skills in order to provide superior quality service to teammates and customers.
  • Supporting the company's commitment to fun, professional, service-oriented working/business environment.
  • Ability to manage multiple priorities and achieve results according to department priority.

Education, training, and experience:
  • Successful completion of a high school diploma or GED.
  • Excellent knowledge of office equipment essential to job performance: ten-key calculator and personal computer.
  • Strong knowledge of computer programs: Word, Outlook and Internet usage.

Working environment and conditions:
  • Physical Demands:

Lifting (up to 30 Pounds)
Sitting
Walking
Standing
Finger dexterity
  • Mental Demands:

Interaction with staff and customers
Ability to focus and maintain careful attention to detail.
Act on own initiative
Work unsupervised to meet deadlines/demands.
Problem-solving
Multitasking
May include extended periods of time at the computer terminal.
  • Environmental Demands:

Occasional exposure to noise, hazards, fumes, dust or odors associated with office location and external influences.
Potentially hazardous conditions associated with financial instructions, i.e. robbery, kidnap, extortion, etc
The above statements are intended to describe the general nature and level or work to be performed. They are not intended to be an all-inclusive listing of all responsibilities, duties and skills required for this position. These job requirements are subject to change to reasonably accommodate qualified disabled individuals.
Those selected must be able to provide proof of legal right to work in this country. Hiring will be subject to criminal history background check, credit check, drug screen and references.
People's Bank of Commerce is an Equal Opportunity Employer of minorities, women, protected veterans, and individuals with disabilities. If you are an individual with a disability and require reasonable accommodation to complete all or part of the application process, please call 541-494-4358 or email hr@peoplesbank.bank.

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