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

The Portland Girl

Guest Services Associate

Portland, OR · On-site

$15.50 - $19/hr

The Guest Services Associate is an essential role at The Portland Girl. This position is designed ... POSITION DUTIES Client Care Manage the flow of clients that come in and out of the studio Smile and ...

The Portland Girl

Guest Services Associate

Portland, OR · On-site

$17/hr

The Guest Services Associate is an essential role at The Portland Girl. This position is designed ... POSITION DUTIES Client Care • Manage the flow of clients that come in and out of the studio • ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Provide notary services for client transactions as required. * Maintain up-to-date client records ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Service Associates work with our Service team and provide support to our Financial Advisors. This ... Provide notary services for client transactions as required. * Maintain up-to-date client records ...

DC Structures

Be Seen First

Client Relations Associate

Portland, OR · On-site

$50K - $60K/yr

For over fifteen years DC has built a reputation for both superior customer service and expert ... We are looking for a motivated Client Relations Associate to call and qualify contacts that have ...

TRC Talent Solutions

Service Associate

Vancouver, WA

$60K - $68K/yr

Service Associates work with our Service team and provide support to our Financial Advisors. This ... Provide notary services for client transactions as required. * Maintain up-to-date client records ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Portland, OR

Client Services Associate information

See Portland, OR salary details

$10

$23

$43

How much do client services associate jobs pay per hour?

As of Sep 6, 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 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 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 August 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Remote job distribution, with an average salary of $49,417 per year, or $23.8 per hour.

Senior Tax Associate - Private Client Services

Aprio

Portland, OR • On-site, Remote

$82K - $133K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 2 days ago

Key responsibilities

  • Interact closely with clients to provide tax planning, consulting, and compliance services.

  • Oversee the preparation and timely filing of all required tax returns.

  • Lead and manage a team of tax professionals, providing guidance, mentorship, and support.

Aprio rating

8.8

Company rating: 8.8 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

6th of 23 rated bookkeepers and accountants

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Tax Team team and you will help clients maximize their opportunities.  Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Tax Associate to join their dynamic team. 
 
You'll bring deep knowledge of taxation and extensive client-facing experience. Our Tax team gives you the chance to build lasting relationships with middle-market and large clients. If you like working with collaborative, energetic teams, this is a place to grow your career!
Responsibilities:
  • Interacting closely with clients to provide tax planning, consulting, and compliance services benefitingclients in diverse industries.
  • Oversee the preparation and timely filing of all required tax returns.
  • Develop and implement tax strategies that optimize our company's tax position while considering business goals, industry trends, and regulatory changes.
  • Collaborate with clients and provide proactive tax advice and solutions.
  • Lead and manage a team of tax professionals, providing guidance, mentorship, and support to foster their growth and development.
  • Build and maintain strong client relationships through exceptional service.
  • Coordinate workload distribution, projects, and training initiatives within the tax department.
Qualifications:
  • Bachelor's degree in accounting.
  • Recent work experience with an accounting firm.
  • 3-5 years of experience in federal tax consulting and/or compliance experience in public accounting.
  • Experience in Corporate, S-Corp. and/or Partnership returns.
  • Exceptional verbal and written communication skills.
  • Computer expertise including knowledge of tax software and technology. 
$82,000 - $133,500 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.
The application window is anticipated to close on September 7, 2026, and may be extended as needed.

Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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