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Quality Service Associate Jobs in Sandy, OR (NOW HIRING)

Cerity Partners

Client Service Associate

Portland, OR · On-site

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Client Service Associate The Client Service Associate role focuses on supporting clients and ... Ongoing maintenance and quality control of CRM. * Organize advisory team meetings and events.

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How much do quality service associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for quality service associate in Sandy, OR is $19.98, according to ZipRecruiter salary data. Most workers in this role earn between $15.91 and $21.20 per hour, depending on experience, location, and employer.

Is a quality service associate a good job?

A quality service associate is responsible for ensuring customer satisfaction and maintaining service standards, often requiring strong communication and problem-solving skills. The role can offer stable employment with opportunities for advancement, but job satisfaction depends on the work environment and individual preferences.

What does a quality service associate do?

A quality service associate monitors and evaluates customer interactions to ensure they meet company standards for service quality. They analyze data, provide feedback, and may assist in training staff to improve customer satisfaction and operational efficiency.
What cities near Sandy, OR are hiring for Quality Service Associate jobs? Cities near Sandy, OR with the most Quality Service Associate job openings:
Quality Service Associate jobs near you

Client Service Associate

Cerity Partners

Portland, OR • On-site

$70K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago

Job description

Client Service Associate

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.

Primary Responsibilities

  • Frequent custodian interaction & paperwork processing.
  • Schedule client meetings.
  • Basic preparation and follow-up for client meetings.
  • Develop knowledge of investment accounts, products and the forms required to transact business.
  • Assist with internal coordination across departments to ensure tasks/follow up is completed in a timely manner.
  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
  • Ongoing maintenance and quality control of CRM.
  • Organize advisory team meetings and events.
  • Receive client calls and resolve questions/issues as needed.
  • Execute client appreciation and retention activities.

Required Qualifications:

  • Bachelor's degree
  • 2+ years of experience

Skills and Competencies:

  • Demonstrate strong and effective communication, organizational and time management skills.
  • Ability to work in a team based/collaborative environment.
  • Must accept and thrive in a fast-paced, changing environment.
  • Adherence to all compliance policies & procedures.
  • Demonstrate the Cerity Partners culture.

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Compensation Range:

$70,000 - $85,000

Why Cerity Partners :

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance – day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

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