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

SR Staffing

Client Services Associate

Milwaukie, OR

Our client is seeking a Client Service Associate (CSA) who will play a critical role in supporting both client experience and daily operations. This position serves as a central coordination point ...

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Client Services Associate information

See Portland, OR salary details

$10

$23

$43

How much do client services associate jobs pay per hour?

As of Jun 14, 2026, the average hourly pay for client services associate in Portland, OR is $23.76, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $26.49 per hour, depending on experience, location, and employer.

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

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 is the role of a client associate?

A client services associate is responsible for supporting client relationships by addressing inquiries, providing information about products or services, and ensuring customer satisfaction. They often handle administrative tasks, use customer relationship management (CRM) tools, and maintain communication to foster client loyalty.

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 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.

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

A Client Services Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree are rare and often involve sales, entrepreneurship, or technical skills such as coding or digital marketing, which may require certifications or self-education. Most roles with such income levels usually demand extensive experience, a strong network, or entrepreneurial effort rather than formal education alone.

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 does a customer service associate do?

A customer service associate, often called a client services associate, assists customers by answering questions, resolving issues, and providing information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and loyalty.

What does a client services associate do?

A client services associate is responsible for managing client relationships, addressing inquiries, resolving issues, and ensuring customer satisfaction. They often use communication skills, CRM software, and problem-solving abilities to support clients and maintain positive interactions.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Portland, OR? The most popular types of Client Services jobs in Portland, OR are:
What are popular job titles related to Client Services Associate jobs in Portland, OR? For Client Services Associate jobs in Portland, OR, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Portland, OR look for? The top searched job categories for Client Services Associate jobs in Portland, OR are:
What cities near Portland, OR are hiring for Client Services Associate jobs? Cities near Portland, OR with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Portland, OR as of June 2026, with employment types broken down into 66% Full Time, 17% Part Time, and 17% Contract. Highlights an 100% In-person job distribution, with an average salary of $49,417 per year, or $23.8 per hour.

Client Services Associate

SR Staffing

Milwaukie, OR

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

Job description

Be the Operational Heart of the Client Experience. Our client is seeking a Client Service Associate (CSA) who will play a critical role in supporting both client experience and daily operations. This position serves as a central coordination point between clients, accountants, and leadership to ensure projects remain organized, deadlines are met, and communication remains seamless.



This is not a traditional administrative role. The CSA is responsible for workflow coordination, client communication, deadline tracking, and process execution in a fast-paced, deadline-driven professional services environment. The ideal candidate is organized, proactive, dependable, and detail-oriented.




Key Responsibilities


Client Support & Communication

  • Serve as a primary point of contact for client communication and support
  • Assist clients with document collection, portal access, e-signatures, and deliverables
  • Monitor outstanding items and follow up proactively
  • Provide professional, responsive, and client-focused service
  • Maintain clear communication and manage client expectations throughout engagements


Workflow & Project Coordination

  • Coordinate client projects from intake through completion
  • Track deadlines, workflow status, and outstanding items to ensure timely delivery
  • Support internal team members with project coordination
  • Identify bottlenecks, communication gaps, and operational risks; escalate or resolve as needed
  • Assist with processing, filing coordination, e-signature tracking, and final delivery procedures


Team & Process Support

  • Maintain accurate documentation within internal systems
  • Assist with accounts receivable and administrative tasks as needed
  • Collaborate with team members during both standard operations and peak busy seasons



What Success Looks Like


  • Clients receive timely, professional, and clear communication
  • Projects remain organized, visible, and on track
  • Follow-ups and deadlines are proactively managed
  • Team members can rely on accurate coordination and documentation


Qualifications


  • Experience with workflow systems, CRM platforms, project tracking tools, and document management software
  • Strong organizational and time management skills
  • Excellent written and verbal communication abilities
  • High attention to detail and follow-through
  • Professionalism, sound judgment, and problem-solving skills
  • Ability to manage multiple priorities independently and collaboratively
  • Prior experience in public accounting, tax, financial services, legal, or other professional services environments preferred


Compensation & Benefits


Compensation

  • Competitive base compensation based on experience
  • Performance and referral bonus opportunities
  • Bonus Programs
  • Overtime-equivalent bonus for hours worked above standard thresholds (paid monthly)
  • Client referral bonus (percentage of collections over multiple years)
  • Employee referral bonus after successful onboarding period


Time Off

  • Generous PTO program including vacation and sick time
  • Paid holidays aligned with key industry deadlines
  • Flex time options for personal appointments
  • Seasonal half-day Fridays during summer months


Benefits (Effective First of Month Following Hire)

  • 100% employer-paid medical, dental, and vision coverage for employees
  • Disability coverage and family medical leave support
  • Optional life and additional insurance plans
  • 401(k) with employer match
  • Professional development support, including certification reimbursement and continuing education
  • Technology and equipment provided for both in-office and remote work
  • Monthly cell phone reimbursement
  • Employee recognition and rewards program
  • Access to advanced industry tools and resources, including AI platforms

Apply