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

Cerity Partners

Client Service Associate

Portland, OR · On-site

$70K - $85K/yr

Client Service Associate The Client Service Associate role focuses on supporting clients and ... Our people drive our success by working together to deliver exceptional service to our clients.

Ceritypartners

Client Service Associate

Portland, OR · On-site

$70K - $85K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine ... Our people drive our success by working together to deliver exceptional service to our clients.

Aleron

Branch Warehouse Associate

Portland, OR · On-site

$17 - $20.25/hr

Branch Warehouse Associate Location: Portland, OR Employment: Contract (7months) Industry ... impact client success while giving you room to grow and develop professionally. About Acara ...

Acara Solutions

Branch Warehouse Associate

Portland, OR

$17 - $20.25/hr

Branch Warehouse Associate Location: Portland, OR Employment: Contract (7months) Industry ... impact client success while giving you room to grow and develop professionally. About Acara ...

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

Client Success Associate information

See Portland, OR salary details

$19.6K

$56.2K

$98.6K

How much do client success associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for client success associate in Portland, OR is $56,197.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,300.00 and $69,500.00 per year, depending on experience, location, and employer.

What does a Client Success Associate do?

A Client Success Associate is responsible for ensuring that clients have a positive experience with a company’s products or services. They act as a primary point of contact for clients, helping with onboarding, addressing concerns, and providing ongoing support. Their goal is to build strong relationships, increase customer satisfaction, and help clients achieve their desired outcomes. They may also collaborate with sales, product, and support teams to resolve issues and identify opportunities for improving the client experience.

What are the key skills and qualifications needed to thrive as a Client Success Associate?

To thrive as a Client Success Associate, you need strong relationship-building abilities, problem-solving skills, and a background in business or communications, often supported by a bachelor's degree. Familiarity with customer relationship management (CRM) tools like Salesforce or HubSpot and proficiency with data tracking systems are typically required. Exceptional communication, active listening, and adaptability help professionals stand out in this client-facing role. These skills and qualities are vital for fostering client satisfaction, resolving issues efficiently, and supporting long-term business growth.

How does a Client Success Associate typically collaborate with other departments to address client needs?

As a Client Success Associate, you'll frequently collaborate with teams such as Sales, Product, and Support to ensure client satisfaction and resolve issues efficiently. This often involves participating in cross-functional meetings, relaying client feedback to relevant departments, and coordinating solutions for complex client requests. Effective communication and teamwork are essential, as you'll act as a bridge between clients and internal teams to ensure expectations are met and ongoing improvements are made.

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

AspectClient Success AssociateCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften a high school diploma or associate degree; training provided
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageCommon in SaaS, tech, and service industriesWidespread across retail, telecom, and tech sectors

The main difference is that a Client Success Associate focuses on proactive relationship management and ensuring client satisfaction over time, while a Customer Support Specialist primarily handles reactive problem-solving and technical issues. Both roles require strong communication skills but serve different stages of the customer journey.

What are the most commonly searched types of Client Success jobs in Portland, OR?

The most popular types of Client Success jobs in Portland, OR are:

What are popular job titles related to Client Success Associate jobs in Portland, OR?

For Client Success Associate jobs in Portland, OR, the most frequently searched job titles are:

What job categories do people searching Client Success Associate jobs in Portland, OR look for?

The top searched job categories for Client Success Associate jobs in Portland, OR are:

What cities near Portland, OR are hiring for Client Success Associate jobs?

Cities near Portland, OR with the most Client Success Associate job openings:

Client Success Associate jobs near you
Infographic showing various Client Success Associate job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $56,197 per year, or $27 per hour.

Registered Client Associate

D.A. Davidson

Lake Oswego, OR

Full-time

Medical, Dental, Vision, PTO

Posted 13 days ago

D.A. Davidson rating

7.9

Company rating: 7.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary/Function
We are currently seeking an exceptional individual to join a dynamic and high-producing team in our Lake Oswego, OR office. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information. 

Primary Qualifications:
   Successful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain licensing is required.
   Significant knowledge of the securities industry, its operations and products to include stocks, bonds, margin accounts, options, mutual funds, annuities and insurance products.
   At least two years previous experience as a Registered Client Associate.
   Post-Secondary education preferred.
   Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred. 
   Excellent communication (written and verbal), problem solving and client service skills. 
   Strong attention to detail and accuracy including the ability to perform semi-advanced math. 
   Proven ability to manage multiple demands and competing priorities in a deadline-oriented environment.
   Ability to maintain regular, predictable attendance and to work overtime as needed. 

Primary Duties:
   Provide exceptionally professional and courteous customer service supporting client satisfaction including effectively articulating certain requirements in a regulatory environment.
   Adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
   Review, maintain and process account documents and information - Inform FA of meaningful information and activities related to client accounts and transactions including suspicious activity. 
   Assist FA with comprehensive financial plans for current and prospective clients. 
   Assist FA in developing and implementing periodic client mailings, communications and events. 
   Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
   Enter orders to include buy/sell stock and bond trades, sell stop orders, option and margin trades and mutual funds.
   Provide administrative support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned by the FA and/or Branch Manager. 
   Other projects and duties as assigned!

What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:  
   Medical, Dental and Vision
   Company 401(k)and ESOP contribution 
   Generous sick, vacation, and maternity/parental leave
   Paid holidays
   Professional Development Opportunities
   Tuition Reimbursement ($15,000 lifetime cap)
   Discounted personal insurance including home, auto and recreational vehicles
   Charitable gift-matching program
   Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.  

The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets.  We hope you will consider joining us! 

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
 
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
 
ACKNOWLEDGMENT
Please answer all questions carefully.  By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy.
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