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Senior Client Associate Jobs in Oregon (NOW HIRING)

Catalant

OR

As a Senior Client Partner, you will be an integral part of the growth within a targeted portfolio ... Work closely with Associates to match expert talent to project needs. For strategic projects ...

PaulHood

Senior Tax Associate

$70K - $95K/yr

Senior Tax Associate Reports to: Manager of Tax Performance Location: Remote/Hybrid Eligible Budget ... Conduct client facing tax planning meetings Experience and Education You Will Need * High school ...

Mercer Advisors

OR · Hybrid

$81K - $100K/yr

More than half of our employees and client-facing professionals are women, reflecting the clients ... Job Summary: We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a ...

Mercer Advisors

Senior Tax Associate (West Coast)

Bend, OR · Hybrid

$86K - $106K/yr

More than half of our employees and client-facing professionals are women, reflecting the clients ... Job Summary: We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a ...

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All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Oregon

Senior Client Associate information

See Oregon salary details

$30.7K

$78.4K

$140.6K

How much do senior client associate jobs pay per year?

As of Jul 14, 2026, the average yearly pay for senior client associate in Oregon is $78,449.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $100,400.00 per year, depending on experience, location, and employer.

What does a senior client associate do?

A senior client associate manages client relationships, provides financial or service support, and ensures client needs are met efficiently. They often handle complex inquiries, coordinate with internal teams, and use CRM tools to maintain accurate client records.

What are the key skills and qualifications needed to thrive in the Senior Client Associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a Senior Client Associate job?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

Is senior associate a high position?

A senior associate is generally considered a mid- to senior-level position within a company, often indicating increased responsibility, experience, and expertise compared to entry-level roles. In many organizations, it is a stepping stone toward higher managerial or leadership roles, and it may require specialized skills or certifications. The exact level can vary depending on the industry and company structure.

What are the common responsibilities of a Senior Client Associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

Is a CSA job stressful?

A Senior Client Associate (CSA) role can be stressful due to high client expectations, tight deadlines, and the need for strong communication and organizational skills. The level of stress varies depending on workload, firm culture, and individual experience, but managing multiple client accounts often requires multitasking and problem-solving under pressure.

What is the highest paid customer service job?

Senior client associate roles in financial services or investment firms tend to be among the highest paid customer service-related positions, often offering six-figure salaries with bonuses. These roles typically require strong industry knowledge, client management skills, and relevant certifications such as FINRA licenses.
What job categories do people searching Senior Client Associate jobs in Oregon look for? The top searched job categories for Senior Client Associate jobs in Oregon are:
What cities in Oregon are hiring for Senior Client Associate jobs? Cities in Oregon with the most Senior Client Associate job openings:
Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Oregon as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $78,449 per year, or $37.7 per hour.
Senior Client Service Associate

Senior Client Service Associate

Coldstream Wealth Management

Portland, OR • Hybrid

$15.50 - $21.25/hr

Full-time

Posted 9 days ago

Job description

Providing exceptional service to our clients starts with investing in exceptional people!

If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other.

The Senior Client Service Associate Role

The Client Service Associate performs operational duties which directly impact the client experience. This position is the day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. The team has a hybrid work environment with the hours 8:00am - 5:00pm (in-office Tuesday through Thursday with the option to work from home on Monday and Friday).

Specific responsibilities include:

  • Prepare and process documentation related to client onboarding and maintenance:
    • Open brokerage accounts, establish cashiering needs, set up online reporting access
    • Update cost basis, track required minimum distributions, reconcile account information
    • Send and receive documents to and from clients, their advisors, and investment custodians
    • Log all activities in the firm's CRM in a timely and accurate manner.
  • Serve as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Perform client and prospect data entry in the firm's CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients.
  • May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials.
  • Coordinate with clients, custodians, and investment managers to provide annual audit confirmations, audited financials, and any additional information as requested by auditors.
  • May perform calendaring functions with both internal teams and external clients, prospects and COIs.

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