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Financial Client Services Associate Jobs in Portland, OR

Robert Half

Client Service Associate

Portland, OR · On-site

$28 - $32/hr

We are looking for a Client Service Associate to provide high-quality service and administrative ... within a regulated financial services environment. Responsibilities: * Manage client service ...

Epiq

eDiscovery Client Services Manager

Beaverton, OR · Remote

$130K - $145K/yr

The Client Services Manager functions as a key leader in successfully managing the Client Services ... Manages and reports to clients on project budget, revenue forecasting, and financial status

SYUFY GROUP

Member Services Associate

Beaverton, OR · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

SYUFY GROUP

Member Services Associate

Beaverton, OR · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

Villa Sport

Member Services Associate

Beaverton, OR

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

SYUFY GROUP

Member Services Associate

Beaverton, OR · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

Villa Sport

Member Services Associate

Beaverton, OR · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

Vodia Ventures

Client Service Associate

Portland, OR · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Work closely with financial advisors to support their clients * Manage cash balances and daily ...

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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 Aug 16, 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 is a financial client services associate?

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?

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

Robert Half

Portland, OR • On-site

$28 - $32/hr

Temporary

Posted 4 days ago

Job description

We are looking for a Client Service Associate to provide high-quality service and administrative support for investment clients in Portland, Oregon. This contract position focuses on ensuring client accounts are handled accurately, meetings are coordinated smoothly, and service interactions are documented with care. The ideal candidate brings a client-first mindset, strong organizational ability, and the professionalism needed to work within a regulated financial services environment.


Responsibilities:

• Manage client service requests by preparing and processing account-related documentation, including account openings, transfers, contributions, withdrawals, profile updates, and written instructions.

• Keep client information current by recording interactions, account activity, and service updates in CRM and related recordkeeping systems.

• Distribute required disclosures, privacy notices, and other regulatory communications to clients and prospective clients in a timely manner.

• Create confirmation letters when updates to client goals, financial circumstances, or risk preferences require formal documentation.

• Coordinate calendars for advisors by arranging client and prospect meetings, sending reminders, and confirming appointments in advance.

• Assemble materials for advisor meetings by gathering account and performance information, reviewing details for accuracy, and ensuring documents are ready for discussion.

• Maintain well-organized digital files by scanning documents, applying consistent indexing, and updating internal platforms on a regular schedule.

• Route selected transactions, correspondence, marketing items, and other sensitive submissions through compliance review when approval is required.

• Contribute to department initiatives and special assignments that support service improvements and broader business objectives.

• High school diploma required; bachelor’s degree preferred.

• At least two years of experience in investment services, insurance, financial services, or a closely related industry.

• Active Series 65 license preferred.

• Working knowledge of investment products, insurance-related services, and compliance expectations within a regulated environment.

• Strong written and verbal communication skills with the ability to explain information clearly and professionally.

• Demonstrated attention to detail, sound judgment, and the ability to manage multiple priorities with accuracy.

• Proficiency with Microsoft Office and confidence working across web-based platforms, email tools, and multiple browser environments.

• Ability to deliver responsive client support, handle client intake activities, and troubleshoot basic service or connectivity-related issues.

Robert Half logo

About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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