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Client Services Associate Jobs in Vancouver, WA (NOW HIRING)

Mariner

Client Service Associate

Tigard, OR · On-site

$15.25 - $21.25/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Understand the client's overall business needs and help identify value-added services that Mariner ...

AO Globe Life

REMOTE Services Associate

Portland, OR · On-site +1

REMOTE Services Associate We are looking for enthusiastic individuals who are passionate about serving others. We serve veterans and their families by providing them with expert guidance and support ...

US Bank

Wealth Management Client Associate

Portland, OR

$21.25 - $28.32/hr

Provides sales, processing, operational, administrative and customer service support to Financial ... client files and supplies, answering phones, opening and disseminating mail. Assists in business ...

U.S. Bank

Wealth Management Client Associate

Portland, OR · On-site

$21.25 - $28.32/hr

Provides sales, processing, operational, administrative and customer service support to Financial ... client files and supplies, answering phones, opening and disseminating mail. Assists in business ...

US Bank

Wealth Management Client Associate

Gresham, OR

$21.25 - $28.32/hr

Provides sales, processing, operational, administrative and customer service support to Financial ... client files and supplies, answering phones, opening and disseminating mail. Assists in business ...

U.S. Bank

Wealth Management Client Associate

Hillsboro, OR · On-site

$21.25 - $28.32/hr

Provides sales, processing, operational, administrative and customer service support to Financial ... client files and supplies, answering phones, opening and disseminating mail. Assists in business ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Vancouver, WA

Client Services Associate information

See Vancouver, WA salary details

$10

$23

$42

How much do client services associate jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for client services associate in Vancouver, WA is $23.45, according to ZipRecruiter salary data. Most workers in this role earn between $17.88 and $26.15 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 Vancouver, WA?

The most popular types of Client Services jobs in Vancouver, WA are:

What are popular job titles related to Client Services Associate jobs in Vancouver, WA?

For Client Services Associate jobs in Vancouver, WA, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Vancouver, WA look for?

The top searched job categories for Client Services Associate jobs in Vancouver, WA are:

What cities near Vancouver, WA are hiring for Client Services Associate jobs?

Cities near Vancouver, WA with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Vancouver, WA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $48,786 per year, or $23.5 per hour.

Client Service Associate (Remote)

Capitol Family Office

Beaverton, OR • Remote

$30 - $45/hr

Full-time

Re-posted 10 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