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

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 ...

Interpath Laboratory

Client Account Manager

Portland, OR · On-site

$81K/yr

Support new account start-ups, including client onboarding, workflow training, test menu education ... Associate's degree or equivalent combination of education and experience required * Bachelor ...

Interpath Laboratory

Client Account Manager

Portland, OR · On-site

$81K/yr

Support new account start-ups, including client onboarding, workflow training, test menu education ... Associate's degree or equivalent combination of education and experience required * Bachelor ...

Interpath Laboratory

Client Account Manager

Portland, OR · On-site

$81K/yr

Support new account start-ups, including client onboarding, workflow training, test menu education ... Associate's degree or equivalent combination of education and experience required * Bachelor ...

UBS

Client Associate

Lake Oswego, OR

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 ...

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: • ... We respect and seek to empower each individual and support the diverse cultures, perspectives ...

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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 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.

Client Service Associate (Remote)

Client Service Associate (Remote)

Capitol Family Office

Beaverton, OR • Remote

$30 - $45/hr

Full-time

Posted 15 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