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

Foresters Financial

Sales Support Associate

Beaverton, OR · On-site

$18 - $23.25/hr

Sales Support Associate Sales Beaverton, Oregon Apply Description What we need: This role supports ... As directed by the representative, based on client needs, run product illustrations, graphs, charts ...

Foresters Financial

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 ...

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 ...

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 ...

Cetera Financial Group

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 ...

Evosus

Support Specialist

Vancouver, WA · On-site +1

$24.04 - $27.88/hr

The Support Specialist will help build solid client relationships by providing top-notch client ... Associate's degree in a related field, OR an additional 2 years of relevant professional experience ...

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 ...

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Client Support Associate information

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How much do client support associate jobs pay per hour?

As of Jun 6, 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.

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.

Sales Support Associate

Foresters Financial

Beaverton, OR • On-site

$18 - $23.25/hr

Full-time

Medical, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Sales Support Associate

Sales Beaverton, Oregon

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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 GroupCetera 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 (https://www.cetera.com/about-us) " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors (https://www.ceteraadvisornetworks.com/welcome) , Cetera Advisor Networks (https://www.ceteraadvisornetworks.com/welcome) , Cetera Financial Institutions, (https://www.cetera.com/firms/cetera-financial-institutions) Cetera Financial Specialists (https://www.cetera.com/firms/cetera-financial-specialists) , First Allied Securities and Summit Brokerage Services (https://www.cetera.com/firms/summit-brokerage-services-inc) .

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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