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

Ceritypartners

Client Service Associate

Portland, OR

$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.

Acara Solutions

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 ...

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 ...

Ernest

Client Logistics Manager

Portland, OR · On-site

Client Logistics Manager Location: Portland Distribution Center On-site Pay: 80k Base Position ... associates and commercial drivers. Success in this role comes from developing people, building ...

Ernest

Client Logistics Manager

Portland, OR · On-site

Client Logistics Manager Location: Portland Distribution Center On-site Pay: 80k Base Position ... associates and commercial drivers. Success in this role comes from developing people, building ...

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Showing results 1-20

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

Client Success Associate information

See Portland, OR salary details

$19.6K

$56.1K

$98.5K

How much do client success associate jobs pay per year?

As of Jul 29, 2026, the average yearly pay for client success associate in Portland, OR is $56,103.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $69,300.00 per year, depending on experience, location, and employer.

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 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.

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

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.
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 July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $56,103 per year, or $27 per hour.

Client Service Associate

Ceritypartners

Portland, OR

$70K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago

Job description

Position Summary:

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.

Primary Responsibilities

  • Frequent custodian interaction & paperwork processing.
    • Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.
  • Schedule client meetings.
  • Basic preparation and follow-up for client meetings.
    • Prepare client forms in advance of client meetings.
    • Attend meetings to take notes and send a summary to both the client and the advisory team.
  • Develop knowledge of investment accounts, products and the forms required to transact business.
  • Assist with internal coordination across departments to ensure tasks/follow up is completed in a timely manner.
  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
  • Ongoing maintenance and quality control of CRM.
  • Organize advisory team meetings and events.
  • Receive client calls and resolve questions/issues as needed.
  • Execute client appreciation and retention activities.

Required Qualifications:

  • Bachelor's degree
  • 2+ years of experience

Skills and Competencies:

  • Demonstrate strong and effective communication, organizational and time management skills.
  • Ability to work in a team based/collaborative environment.
  • Must accept and thrive in a fast-paced, changing environment.
  • Adherence to all compliance policies & procedures.
  • Demonstrate the Cerity Partners culture.

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Compensation Range:

$70,000 - $85,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance - day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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