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Financial Client Service Associate Jobs in Dorris, CA

D.A. Davidson

Client Associate

Klamath Falls, OR · On-site

Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work ...

D.A. Davidson

Client Associate

Klamath Falls, OR · On-site

Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work ...

D.A. Davidson

Client Associate

Klamath Falls, OR · On-site

Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work ...

D.A. Davidson

Client Associate

Klamath Falls, OR · On-site

Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work ...

H&R Block

Tax Associate

Klamath Falls, OR · On-site

$58K - $77K/yr

... client services-no prior tax experience required. With training and support from day one, you'll ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Ashland, OR · On-site

$59K - $79K/yr

... client services-no prior tax experience required. With training and support from day one, you'll ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Yreka, CA · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

Keybank

Teller

Ashland, OR · On-site

$18 - $23.08/hr

Proactively work to identify and resolve client servicing issues, escalating as needed. * Listen for clues for financial wellness opportunities during client conversations, and then appropriately ...

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Financial Client Service Associate information

See Dorris, CA salary details

$14

$32

$69

How much do financial client service associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for financial client service associate in Dorris, CA is $32.90, according to ZipRecruiter salary data. Most workers in this role earn between $21.30 and $35.38 per hour, depending on experience, location, and employer.

What does a financial client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist financial advisors with administrative tasks, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and knowledge of financial products are essential for this role.

What cities near Dorris, CA are hiring for Financial Client Service Associate jobs?

Cities near Dorris, CA with the most Financial Client Service Associate job openings:

Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in Dorris, CA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $68,424 per year, or $32.9 per hour.

Client Services Associate

Ashland, OR • On-site

People's Bank of Commerce
See more jobs at People's Bank of Commerceexternal

Other

Posted 13 days ago

Job description

Job Type
Full-time
Description
Steelhead Finance, a subsidiary of People's Bank of Commerce, is a leader in factoring and financial solutions for businesses seeking to manage and grow their cash flow. Established in 1981, we are located in Medford, OR. Our mission is to provide the best customer service possible to the many clients, customers, and partners we work with on a regular basis. We continue to build an ever-growing team that:

  • Delivers top-notch service
  • Embraces change
  • Pursues personal growth
  • Helps build a positive team spirit
  • Is passionate and creative
This position assists the Relationship Managers in managing portfolio risks. Performs diverse duties in support of, and in conjunction with, the Steelhead team, including but not limited to accurately problem-solving customer invoice issues and collection on invoices in a designate portfolio, while communicating concerns to management and Relationship Managers in a timely manner. Provides excellent customer service and administrative support for Steelhead Finance.
Reports to: Client Services Supervisor
Supervises: None
Requirements
Duties and Responsibilities:
  • Manage portfolio risks, resolving issues in a timely manner.
  • Use provided tools to oversee items needing follow up, while abiding by the direction of the Relationship Manager.
  • Identify and focus on highest risk portfolios, while managing the status of their portfolio.
  • Ensure the Relationship Manager is immediately informed on all portfolio weaknesses, concerns and issues.
  • Provide friendly, courteous, and professional communication support, including responding to incoming telephone calls, electronic mail and voice mail for both internal and external customers.
  • Act as a liaison between customers and Relationship Managers.
  • Complete daily billing tasks.
  • Verify invoices prior to and after client funding.
  • Input information into electronic system to track progress on a portfolio.
  • Assist with client concerns and issues with invoices and generate solutions.
  • Request and obtain needed documents from clients.
  • Complete required internet and compliance training within established time frames.
  • Complete collection process for invoices at levels that fall within company norms.
  • Attend meetings as requested.
  • Perform other duties as assigned.
Performance Standards:
  • Maintain accuracy, neatness, and thoroughness in performance of assigned duties to minimize errors.
  • Complete collection process for invoices at levels that fall within company norms.
  • Prioritize tasks and special assignments to meet deadlines daily.
  • Answer telephone by 3rd ring.
  • Respond promptly to walk-in customers and incoming telephone calls by assisting or referring them to appropriate personnel/departments.
  • Maintain a satisfactory level of attendance and tardiness as defined in the company attendance policy.
Skills and Abilities required:
  • Must be able to work within and foster a team environment, while effectively managing own workload.
  • Excellent oral, written and telephone communication skills.
  • Problem-solving skills and ability to tactfully resolve difficult customer situations.
  • Strong proven interpersonal skills in order to provide superior quality service to teammates and customers.
  • Supporting the company's commitment to fun, professional, service-oriented working/business environment.
  • Ability to manage multiple priorities and achieve results according to department priority.
Education, training, and experience:
  • Successful completion of a high school diploma or GED.
  • Excellent knowledge of office equipment essential to job performance: ten-key calculator and personal computer.
  • Strong knowledge of computer programs: Word, Outlook and Internet usage.
Working environment and conditions:
  • Physical Demands:
Lifting (up to 30 Pounds)
Sitting
Walking
Standing
Finger dexterity
  • Mental Demands:
Interaction with staff and customers
Ability to focus and maintain careful attention to detail.
Act on own initiative
Work unsupervised to meet deadlines/demands.
Problem-solving
Multitasking
May include extended periods of time at the computer terminal.
  • Environmental Demands:

Occasional exposure to noise, hazards, fumes, dust or odors associated with office location and external influences.
Potentially hazardous conditions associated with financial instructions, i.e. robbery, kidnap, extortion, etc
The above statements are intended to describe the general nature and level or work to be performed. They are not intended to be an all-inclusive listing of all responsibilities, duties and skills required for this position. These job requirements are subject to change to reasonably accommodate qualified disabled individuals.
Those selected must be able to provide proof of legal right to work in this country. Hiring will be subject to criminal history background check, credit check, drug screen and references.
People's Bank of Commerce is an Equal Opportunity Employer of minorities, women, protected veterans, and individuals with disabilities. If you are an individual with a disability and require reasonable accommodation to complete all or part of the application process, please call 541-494-4358 or email hr@peoplesbank.bank.

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