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

Cetera Investors

Sales Support Associate

Beaverton, OR · On-site

$17.75 - $23/hr

As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative. * Provide clerical support including ...

Foresters Financial

Sales Support Associate

Beaverton, OR

$17.75 - $23/hr

As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative. * Provide clerical support including ...

Cetera Investors

Sales Support Associate

Beaverton, OR · On-site

$17.75 - $23/hr

As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative. * Provide clerical support including ...

Suvoda

Associate Project Manager

Portland, OR

We are seeking an entry-level, analytically-oriented Associate Project Manager to join our team ... Support the Services Delivery project team in: * Liaising with the client to discuss requirements ...

Suvoda

Associate Project Manager

Portland, OR · On-site

The Associate Project Manager is a true self-starter who deals well with uncertainty and ambiguity ... Support the Services Delivery project team in: * Liaising with the client to discuss requirements ...

UBS

Client Associate

Lake Oswego, OR · On-site

Do you know how to take care of people? We're looking for a Full-Time Client Associate to: • ... support a team of professionals in delivering the service model • educate clients on account ...

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

Client Support Associate information

See Portland, OR salary details

$12

$21

$30

How much do client support associate jobs pay per hour?

As of Jun 27, 2026, the average hourly pay for client support associate in Portland, OR is $21.23, according to ZipRecruiter salary data. Most workers in this role earn between $17.84 and $24.47 per hour, depending on experience, location, and employer.

What does a Client Support Associate do?

A Client Support Associate is responsible for assisting clients with inquiries, resolving issues, and providing information about products or services. They serve as the main point of contact between a company and its customers, ensuring that clients receive timely and effective support. Their duties may include responding to emails or phone calls, troubleshooting problems, and guiding clients through processes or solutions. The goal is to maintain high customer satisfaction and build strong client relationships.

How does a Client Support Associate typically collaborate with other departments to resolve customer issues?

Client Support Associates frequently work with teams such as technical support, account management, and product development to address customer inquiries and resolve complex issues. When a customer’s request extends beyond standard procedures, associates coordinate with these departments to gather accurate information or escalate concerns. This collaborative environment not only ensures timely solutions for clients but also helps associates build a well-rounded understanding of the company’s products and services. Strong communication and teamwork skills are essential in this role.

Is a CSA job stressful?

A Client Support Associate (CSA) role can be stressful due to high customer interaction, problem-solving demands, and meeting performance metrics. However, stress levels vary depending on the work environment, workload, and individual skills in communication and time management.

What does a client service associate do?

A client support associate assists clients by addressing their inquiries, resolving issues, and providing information about products or services. They often use communication tools like phone, email, or chat and require strong interpersonal and problem-solving skills to ensure customer satisfaction.

What does a customer support associate do?

A customer support associate assists clients by answering questions, resolving issues, and providing information about products or services. They often communicate via phone, email, or chat, and use customer relationship management (CRM) tools to track interactions and ensure customer satisfaction.

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

To thrive as a Client Support Associate, you need strong communication skills, problem-solving abilities, and a background in customer service, often supported by a bachelor’s degree or relevant experience. Familiarity with customer relationship management (CRM) systems, ticketing software, and basic office applications is typically required. Exceptional patience, active listening, and adaptability help you connect with clients and resolve issues efficiently. These skills are crucial for providing prompt, effective support that enhances customer satisfaction and loyalty.

What is the difference between Client Support Associate vs Customer Service Representative?

AspectClient Support AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer post-secondary educationHigh school diploma or equivalent; on-the-job training often provided
Work EnvironmentCorporate offices, call centers, or remote settings; focused on client accountsRetail stores, call centers, or online support; general customer interactions
Employer & Industry UsageFinancial services, tech companies, consulting firmsRetail, telecom, hospitality, and various service industries

While both roles involve assisting customers, a Client Support Associate typically handles specialized client accounts in professional settings, requiring specific industry knowledge. Customer Service Representatives often provide general support across various industries, focusing on broad customer inquiries. The roles differ mainly in scope and industry focus, but both aim to ensure customer satisfaction and retention.

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

A Client Support 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 often include sales, real estate, or entrepreneurship, which rely on performance, networking, and skills rather than formal education.

Sales Support Associate

Cetera Investors

Beaverton, OR • On-site

$17.75 - $23/hr

Full-time

Medical, Retirement

Posted 6 days ago

Job description

Description
What we need:
This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance while enhancing the service experience of clients*.
*This role requires FINRA licensing within 12 months of hire to allow the incumbent to expand the client support provided to the Representative.
What you will do:
  • Act as a liaison between the representative and their clients. The type of support is dictated by whether the incumbent is FINRA licensed.
  • As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative.
  • Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative's telephone and communicating messages.
  • Maintain representative's file organization.

What you will learn:
  • Products and services including Mutual Funds, Annuities and Life Insurance,
  • Retirement products including IRAs and 403(b)s
  • College funding products including ESAs and 529 plans
  • Asset allocation strategy
  • Time value of money
  • Prospecting and telephone techniques (if you become FINRA licensed)
  • Compliance training

What you need to have:
  • High School diploma or equivalent
  • Some college preferred
  • FINRA licensing required (S6/S63/Life/Health) with in 12months of hire. Training will be provided.
  • Strong verbal communication skills with a customer-service focus
  • Strong organizational skills
  • Ability to meet deadlines
  • Proficient use of Microsoft Office including Word, Excel and PowerPoint

What you should expect:
We are a fast-paced but fun environment where you can expect to learn a great deal and can feel good about making a positive difference in the financial lives of individuals across the country.
Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years.
About Cetera Investors and Cetera Financial Group
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services.
Please Note: Cetera does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered property of Cetera unless specifically requested by Human Resources. Unsolicited resumes will be ineligible for referral fees.

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