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Senior Client Associate Jobs in Portland, OR (NOW HIRING)

CFS

Senior Tax Associate

Portland, OR

$75K - $85K/yr

Build strong client relationships and develop advisory skills beyond basic compliance work Key Responsibilities for the Senior Tax Associate: * Prepare and review federal and state tax returns for ...

Cybercoders

Client Service Associate

Portland, OR

$15.50 - $21.25/hr

Client Service Associate Client Service Associate Position Overview We are seeking a Client Service ... senior staff as needed. * Maintain and update CRM records to ensure client data is accurate ...

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All JobsSenior Client Associate JobsSenior Client Associate Jobs in Portland, OR

Senior Client Associate information

See Portland, OR salary details

$30.8K

$78.7K

$141K

How much do senior client associate jobs pay per year?

As of Jun 17, 2026, the average yearly pay for senior client associate in Portland, OR is $78,687.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,200.00 and $100,700.00 per year, depending on experience, location, and employer.

What does a senior client associate do?

A senior client associate manages client relationships, provides financial advice, and supports account management tasks. They often coordinate with teams, prepare reports, and ensure client needs are met efficiently, typically requiring strong communication and organizational skills.

What does a senior associate do?

A senior client associate is responsible for managing client relationships, providing financial advice, and supporting account management. They often handle complex client inquiries, prepare reports, and use financial tools to ensure client satisfaction and retention.

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.

What job makes $10,000 a month without a degree?

A Senior Client Associate can potentially earn $10,000 or more per month through commissions, bonuses, and base salary, especially in finance or investment firms. Success in such roles often depends on strong client relationships, sales skills, and industry experience, rather than formal degrees.

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.

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 jobs, often offering six-figure salaries with bonuses. These positions typically require strong industry knowledge, certifications, and advanced client management skills.
What are popular job titles related to Senior Client Associate jobs in Portland, OR? For Senior Client Associate jobs in Portland, OR, the most frequently searched job titles are:
What job categories do people searching Senior Client Associate jobs in Portland, OR look for? The top searched job categories for Senior Client Associate jobs in Portland, OR are:
Senior Client Associate jobs near you
Senior Client Service Associate

Senior Client Service Associate

Coldstream Wealth Management

Portland, OR • Hybrid

$15.50 - $21.25/hr

Full-time

Posted 11 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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