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Financial Client Services Associate Jobs in Portland, OR

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Financial Client Services Associate information

See Portland, OR salary details

$14

$33

$71

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

As of Jul 27, 2026, the average hourly pay for financial client services associate in Portland, OR is $33.90, according to ZipRecruiter salary data. Most workers in this role earn between $21.92 and $36.44 per hour, depending on experience, location, and employer.

What are Financial Client Services Associates?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

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

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a Financial Client Services Associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
What are popular job titles related to Financial Client Services Associate jobs in Portland, OR? For Financial Client Services Associate jobs in Portland, OR, the most frequently searched job titles are:
What job categories do people searching Financial Client Services Associate jobs in Portland, OR look for? The top searched job categories for Financial Client Services Associate jobs in Portland, OR are:
Financial Client Services Associate jobs near you
Client Service Associate - Finance

Client Service Associate - Finance

Fisher Investments

Gresham, OR

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 12 days ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all majors because diversity makes us better.

The Opportunity:

You will work with your UK Client Services colleagues in the US and UK to help our high-net-worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal departments ranging from portfolio management to sales. Through your daily efforts, you'll enjoy myriad opportunities to learn about our organization and determine your career path. You'll report directly to your Team Leader who coaches you and supports your development. This onsite position is located in Camas, WA.


The Day-to-Day:

  • Communicate with high-net-worth UK clients and our partner firms in the US and UK
  • Work with Investment Counselors to fulfill operational requests from clients
  • Help onboard new clients by establishing new accounts and resolving documentation and transfer issues
  • Provide long-term account maintenance for existing UK clients 

 Your Qualifications:

  • Bachelor's degree, or equivalent combination of education and experience
  • Demonstrated interest in client service and operations activities
  • Commitment to maintain quality of work while sticking to a timeline
  • You meet challenges head-on - you learn from your setbacks and work towards improvement
  • You are engaging and can connect with a wide array of audiences by phone and email

Compensation:

  • $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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