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Service Experience Associate Jobs in Oregon (NOW HIRING)

Family Dollar

Customer Service Associate I

Boardman, OR · On-site

$14.25 - $19.50/hr

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the ...

Family Dollar

Customer Service Associate I

Lakeview, OR · On-site

$13.75 - $19/hr

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the ...

Dollartree

Customer Service Associate I

Coos Bay, OR · On-site

$13.75 - $19/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Silverton, OR · On-site

$14.25 - $19.75/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Portland, OR · On-site

$15.50 - $21.25/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

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Service Experience Associate information

What is a service experience associate position?

A service experience associate is a customer service professional responsible for ensuring positive interactions and satisfaction during service encounters. They often handle customer inquiries, resolve issues, and may use tools like CRM software to document interactions, working in environments that emphasize communication skills and problem-solving. The role typically requires strong interpersonal skills and may involve working in retail, hospitality, or service industries.

What jobs qualify as customer service experience?

Customer service experience can come from roles such as retail associates, call center representatives, hospitality staff, receptionists, and technical support agents. These jobs involve direct interaction with customers, problem-solving, and communication skills, which are valuable for many service-related positions.

What are popular job titles related to Service Experience Associate jobs in Oregon?

For Service Experience Associate jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Service Experience Associate jobs in Oregon look for?

The top searched job categories for Service Experience Associate jobs in Oregon are:

What cities in Oregon are hiring for Service Experience Associate jobs?

Cities in Oregon with the most Service Experience Associate job openings:

Service Experience Associate jobs near you
Infographic showing various Service Experience Associate job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, and 5% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Client Service Associate

Portland, OR • On-site

Coldstream Wealth Management
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Coldstream Wealth Managementexternal

$60K - $70K/yr

Full-time

Re-posted 16 days ago

Job description

If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

Our team, formerly known as Cable Hill Partners, has been serving clients for over 11 years, helping them align their financial lives with their values, while ensuring our work reflects our own. We are a team of individuals who strive for excellence in everything we do, from how we show up for one another, to the way we deliver a thoughtful, high-quality client experience. In June of 2025 Cable Hill Partners merged with Coldstream, and now we are looking to grow our team.

Team members work from our SW Portland office Monday - Thursday 7:30-4:00pm and Fridays 7:30-2:00pm.

Specific responsibilities include:

  • Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Scheduling and organizing client meetings and proactively preparing meeting materials in advance
  • Coordinating the new client onboarding process:
  • Opening brokerage accounts, establishing cashiering needs, setting up online reporting access
  • Updating cost basis, tracking required minimum distributions, reconciling account information
  • Sending and receiving documents to clients, their advisors, and investment custodians
  • Entering and maintaining client data and activity notes in our CRM system

  • 1-3 years of customer service experience and the desire to provide superior client service in a team-oriented environment (experience working in finance is a plus)
  • Interest in building a career in the wealth management industry
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus
  • Excellent communication skills, including proper grammar and punctuation
  • Strong organizational skills and the ability to follow established processes consistently
  • Strong prioritization skills and the ability to manage multiple tasks independently
  • Excellent reliability
  • A Bachelor's degree is preferred due to future career path requirements