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

Regal Executive Search

Senior Tax

Lake Oswego, OR · On-site

$83K - $103K/yr

Senior Tax Associate Position Information Looking for a Senior Tax Associate interested in growing their career. This position will assist in preparation and review of tax returns, provide client ...

Aldrich

Senior Audit Associate

Lake Oswego, OR · On-site

$85K - $110K/yr

The Senior Audit Associate will act as the in-charge on audits, reviews, and compilations from ... Adhere to work plan schedules on each section of the engagement and anticipate and address client ...

Aldrich

Senior Audit Associate

Lake Oswego, OR · On-site

$85K - $110K/yr

The Senior Audit Associate will act as the in-charge on audits, reviews, and compilations from ... Adhere to work plan schedules on each section of the engagement and anticipate and address client ...

Pwc

Oracle HCM Senior Associate

Portland, OR

$77K - $202K/yr

These individuals analyse client needs, implement software solutions, and provide training and ... As a Senior Associate you are expected to analyze complex problems, mentor others, and maintain ...

Aldrich

Tax Senior Associate

Lake Oswego, OR · On-site

$95K - $105K/yr

Senior Tax Associates will assist in preparation and review of tax returns, as well as provide client service, relationship management and consulting services. If you want to work with people who ...

Aldrich

Tax Senior Associate

Lake Oswego, OR · On-site

$95K - $105K/yr

Senior Tax Associates will assist in preparation and review of tax returns, as well as provide client service, relationship management and consulting services. If you want to work with people who ...

Pwc

MarTech Strategist - Senior Associate

Portland, OR

$77K - $202K/yr

As a Senior Associate, you will focus on building meaningful client relationships and guiding junior team members. You will navigate complex marketing environments, using your skills to anticipate ...

Pwc

Sales Operations Senior Associate

Portland, OR

$77K - $202K/yr

These individuals analyse client needs, develop customer-centric solutions, and offer guidance and ... As a Senior Associate, you analyze complex problems, mentor others, and maintain elevated standards ...

Edward Jones

Sr BOA- Fairview, OR

Fairview, OR · On-site

Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us ... Our Sr. BOAs are a valued part of the client support team, and we credit much of our success to ...

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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 14, 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
Registered Client Service Associate

Registered Client Service Associate

Wedbush Securities

Lake Oswego, OR • On-site

$30 - $33.65/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 hours ago

Job description

Job Description
Wedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than 80 correspondent locations nationwide, our focus on providing exceptional, personalized service has been key to our continued growth.
Our Lake Oswego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management.
Responsibilities include, but are not limited to:
  • Provide sales and administrative support to clients and Financial Advisors
  • Maintain and update client account information, assisting Financial Advisors with specialized projects
  • Coordinate, prepare, and assist with client review meetings and new account setups
  • Organize and manage calendars, appointments, and meetings efficiently
  • Process invoices, check requests, and expense reports in a timely manner
  • Research, plan, and arrange detailed travel itineraries, compiling all necessary documents for travel and appointments
  • Interact with clients both in-person and over the phone, delivering exceptional service
  • Prepare correspondence, presentations, and reports as required
  • Track and follow up on time-sensitive tasks and deliverables
  • Answer phones, taking precise and detailed messages
  • Maintain organized files and documentation
  • Perform other duties and tasks as required and assigned

Experience and Skills
  • Bachelor's Degree or equivalent work experience preferred
  • FINRA Series 7 and 66 OR Series 7 and 63 & 65 certifications required
  • Minimum of 3 years of professional experience preferred
  • Strong commitment to delivering exceptional customer service
  • Proficient understanding of general office procedures and office equipment
  • Expertise in Microsoft Office Suite (Word, Excel, PowerPoint)
  • Professional appearance and demeanor is essential
  • Positive, proactive attitude with the ability to prioritize, multitask, and meet deadlines

Job Benefits
As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.
  • Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family
  • Health Savings Account with company-sponsored contributions
  • Flexible Spending Accounts (FSA) traditional and dependent care
  • Pre-Tax Commuter Benefits
  • 401(k) plan with discretionary, competitive company matching and profit-sharing contributions
  • Tuition reimbursement up to $5,250/year
  • 3 weeks of Paid Time Off
  • 2 weeks of Paid Sick Time (may vary by location)
  • 10 Paid Holidays
  • Charitable Donation Matching Contributions
  • Paid Leave (Parental Bonding, Military, Jury Duty, Volunteer Time Off, Disability, etc.)
  • FINRA License Sponsorship
  • Travel & Employee Assistance and Employee Discount Programs

The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $30.00/hr to $33.65/hr. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview
This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq,, Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.

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