ZipRecruiter

Log In

1

Senior Client Advisor Jobs in Oregon (NOW HIRING)

Catalant

OR

Position yourself as a strategic advisor and problem-solving partner to senior executives at the client including C-level executives, SVPs and VPs. * Engage additional departments across the ...

Zencore

OR

Zencore is seeking an experienced Senior Client Manager to drive strategic customer relationships ... As a trusted advisor, you will be embedded with key enterprise customers to understand their ...

Nucleus Global

OR · On-site

Build and maintain trusted relationships with senior client stakeholders, acting as a strategic advisor and confidently navigating complex conversations and business challenges. * Partner with ...

Nucleus Global

OR

You'll serve as a trusted advisor to senior client stakeholders, overseeing the successful delivery of integrated scientific communications programs while ensuring exceptional client service ...

Dean Dorton

Operating within a CPA firm environment, this role serves as a s enior client advisor and ... The Senior Manager is responsible for leading engagement teams, ensuring high-quality service ...

phData

OR · On-site

Become a trusted advisor to senior client stakeholders (IT and line-of-business), shaping AI and data roadmaps that leverage Anthropic and related capabilities to drive measurable business outcomes.

The Economist Group

Senior Client Partner, Media

OR · Remote

$125K - $135K/yr

We are seeking a highly motivated Senior Client Partner to join our dynamic sales team remotely ... This role also involves advising clients and internal teams on developing strategic, high-impact ...

Kobie Marketing

Director, Client Services

Portland, OR · On-site +1

Build and maintain senior-level client relationships, acting as a trusted advisor. * Navigate organizational dynamics to anticipate challenges and proactively address risks. Growth & Innovation

Nucleus Global

OR · On-site

Build and maintain trusted relationships with senior client stakeholders, acting as a strategic advisor and confidently navigating complex business conversations. * Partner with Scientific Services ...

Medium

Director, Client Services

Portland, OR · On-site

$100 - $130/hr

... senior client stakeholders. This role blends strategic thought leadership, technical fluency ... Build and maintain senior‑level client relationships, acting as a trusted advisor. * Navigate ...

next page

Showing results 1-20

All JobsClient Advisor JobsSenior Client Advisor JobsSenior Client Advisor Jobs in Oregon

Senior Client Advisor information

See Oregon salary details

$15

$29

$56

How much do senior client advisor jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for senior client advisor in Oregon is $29.32, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $36.83 per hour, depending on experience, location, and employer.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.
What are popular job titles related to Senior Client Advisor jobs in Oregon? For Senior Client Advisor jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Senior Client Advisor jobs in Oregon look for? The top searched job categories for Senior Client Advisor jobs in Oregon are:
What cities in Oregon are hiring for Senior Client Advisor jobs? Cities in Oregon with the most Senior Client Advisor job openings:
What are popular job titles related to Senior Client Advisor jobs in OR? For Senior Client Advisor jobs in OR, the most frequently searched job titles are:
Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 14% Part Time, 7% Contract, and 1% Nights. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $60,988 per year, or $29.3 per hour.

Senior Client Services Specialist, Family Office

Aldrich

Lake Oswego, OR • On-site

$75K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Job description

We are seeking a professional and detail-oriented Senior Client Services Specialist, Family Office to join our Family Office division. In this role, you will support ultra-high-net-worth (UHNW) client relationships by delivering accurate, timely, and high-touch operational service in partnership with advisors and senior team members. The Senior Client Services Specialist, Family Office plays a critical role in supporting complex client structures, alternative investments, custodial service requests, client onboarding, reporting workflows, billing and ongoing account maintenance. The ideal candidate demonstrates strong attention to detail, professionalism in client communications, and the ability to support multiple priorities in a fast-paced environment.
Why Aldrich Wealth
Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $7 billion in assets.
Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow.
Check out more about Aldrich at https://wealthadvisors.com/.
You'll Get a Chance To
  • Manage the day-to-day servicing of Family Office client accounts, including new account opening, account maintenance, complex account administration, and custodial requests for accounts held at Charles Schwab.
  • Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management.
  • Execute client transactions, including wires, ACHs, journals, transfers, tax payments, and other service requests with accuracy and urgency.
  • Support alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting.
  • Partner closely with advisors and cross-functional teams-including trading, compliance, tax, and reporting-to deliver an exceptional client experience.
  • Build strong relationships with clients, custodians, and internal partners while contributing to workflow improvements, team knowledge-sharing, and cross-functional support.

Requirements
What You Bring to the Team
Required:
  • 5+ years of client service, operations, or relationship support experience in wealth management, preferably within an RIA.
  • Experience supporting high-net-worth or ultra-high-net-worth clients and partnering closely with advisors.
  • Experience working with RIA custodians, preferably Charles Schwab, including account opening, maintenance, service requests, forms navigation, document handling, and custodial workflows.
  • Strong working knowledge of account registrations, including trusts, IRAs, foundations, donor-advised funds, and entity accounts.
  • Strong working knowledge of investment products, including stocks, bonds, mutual funds, managed accounts, and alternative investments.
  • Experience supporting alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting.
  • Experience using CRM and portfolio management systems to manage client accounts, workflows, and reporting.
  • Proficiency with Microsoft Office core applications.
  • Exceptional organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Excellent written and verbal communication skills.

Preferred:
  • Bachelor's degree in Finance, Business, or a related field.
  • Experience with Charles Schwab Advisor Center.
  • Family Office experience supporting trusts, foundations, entities, or multi-generational households.
  • Experience with Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, or similar platforms.

How We'll Reward You
At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:
Comprehensive Health Benefits and Retirement Savings:
  • Medical, dental, and vision insurance
  • Life and disability insurance
  • Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits
  • 401(k) plan with 1.5% match and 5% annual discretionary profit sharing

Generous Time Off:
  • 4 weeks of vacation and sick leave combined into a Paid Time-Off bank
  • 10 Paid Holidays, including two Floating Holidays
  • 16 Hours of Volunteer Time
  • Paid Sabbaticals and Paid Parental Leave

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the exempt full-time position is $75,000-$105,000 + DOE. You may also be eligible to participate in a variable compensation program.
For a full summary of our benefit offerings, check out Life at Aldrich here .
What You Should Know
This is a full-time position. Our standard office hours are Monday - Friday, 8 AM - 5 PM. This is a full-time position that may be based in one of our local offices, hybrid or fully remote in the following states: California, Oregon, and Washington. We will also accept applications from Idaho, Utah, Colorado, Missouri, Tennessee and Texas.
Candidates must be legally authorized to work in the United States without the need for employer sponsorship.
To Apply
Please submit your resume and cover letter (optional).
We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.
#LI-HYBRID
Salary Description
$75,000-$105,000 + DOE

Apply