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Financial Client Services Associate Jobs in Portland, OR

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 · 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 ...

The Portland Girl

Guest Services Associate

Portland, OR · On-site

$15.50 - $19/hr

POSITION DUTIES Client Care * Manage the flow of clients that come in and out of the studio * Smile ... Help with overall studio cleanliness and perform daily cleaning tasks Financial Responsibilities

The Portland Girl

Guest Services Associate

Portland, OR · On-site

$15.50 - $19/hr

POSITION DUTIES Client Care Manage the flow of clients that come in and out of the studio Smile and ... tasks Financial Responsibilities Handle credit card and account credit transactions accurately ...

Fisher Investments

Financial Counselor

Camas, WA · On-site

Now is your opportunity to use your finance experience to better the investment universe. The ... client service associates, and renowned sales team to give our clients the best service possible.

Fisher Investments

Financial Consultant

Camas, WA · On-site

Now is your opportunity to use your finance experience to better the investment universe. The ... client service associates, and renowned sales team to give our clients the best service possible.

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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Portland, OR

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 Sep 7, 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.

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 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.

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

Member Services Associate

SYUFY GROUP

Beaverton, OR • On-site

Part-time

Retirement

Re-posted 14 days ago

Job description

Villa Sport offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our portfolio includes clubs across multiple states, including California, Texas, Colorado, Idaho, and Oregon. Our resort-style clubs are more than just gyms; they are communities where fitness, family, and fun come together. We are on a mission to create energizing environments where you can thrive and grow with us.
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 wages, and a 401(k) plan with a company match of up to 4% of your compensation. Ready to join a team that's going places? Your journey starts here!
POSITION SUMMARY:
This is an entry-level position for someone who wants to learn and gain valuable experience. If you have various interests, enjoy serving in multiple roles, and want to work in a fun and dynamic atmosphere, apply today!
The purpose of this position is to provide consistent quality service, accurate information regarding all areas of club operations, and to monitor Member Services Desk, including but not limited to policies and procedure.
COMPENSATION AND BENEFITS INCLUDE:
  • Hourly, based on relevant experience to the role.
  • Sick time pay.
  • 401K with dollar for dollar match up to 4%.
  • Complimentary club membership.
  • Discounts on club products and services.

QUALIFICATIONS:
  • Excellent phone skills; ability to handle intermittent heavy phones
  • Efficient, well-organized, able to handle a variety of duties simultaneously
  • Previous customer service experience
  • Bilingual a plus
  • Minimum 16 years of age (certification requirements vary for café roles)
  • Five-star customer service skills
  • Excellent communication skills
  • Good organizational skills
  • Ability to quickly learn new tasks or technology
  • Enjoy working in a fast-paced and varied environment where the customer is first
  • Committed and flexible
  • Outgoing, friendly and able to work with and serve all kinds of people
  • Fast learner with a variety of interests
  • High energy with a positive outlook and can-do spirit
  • Team player who enjoys taking on new challenges
  • Progress toward high school diploma or college degree preferred

Additional skills and certifications required may apply to work in various departments.
For more information about VillaSport, please visit our website at www.villasport.com.
EQUAL EMPLOYMENT OPPORTUNITY
It is the Company's policy to employ, train, promote, transfer, discipline, terminate, and otherwise treat all employees and job applicants on the basis of merit, qualifications, and abilities as they relate to the Company's needs. The Company does not discriminate in employment opportunities or practices on the basis of race, religion, creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital or domestic partnership status, sex (including pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, age, sexual orientation, military and veteran status any other characteristic protected by federal, state or local law.

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