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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 ...

Sun Life Financial

OR · On-site

$94.50K - $141.80K/yr

We have more than 6,400 employees and associates in our partner dental practices and operate ... The Opportunity The Senior Client Relationship Executive is a strategic, revenue-driving role ...

Sun Life Financial

OR · On-site

$94.50K - $141.80K/yr

We have more than 6,400 employees and associates in our partner dental practices and operate ... The Opportunity The Senior Client Relationship Executive is a strategic, revenue-driving role ...

WEX

OR · On-site

About Team / Role As a Sr. Client Service Manager at WEX, you will be responsible for ensuring ... Associate/Manager for assigned clients. * Analyze and interpret all client materials used for ...

eNett

OR

About Team / Role As a Sr. Client Service Manager at WEX, you will be responsible for ensuring ... Associate/Manager for assigned clients. * Analyze and interpret all client materials used for ...

Bakertilly

OR · On-site

Join Baker Tilly (BT) as a Senior Property Accountant with our growing outsourced Client Accounting ... The Senior Property Accounting Associate will handle accounting matters for various commercial ...

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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 Jun 3, 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 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.

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 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.
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Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Oregon as of May 2026, with employment types broken down into 1% As Needed, 66% Full Time, 32% Part Time, and 1% Contract. 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 28 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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