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Client Service Associate

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: CFS
Full Time position
Listed on 2026-06-20
Job specializations:
  • Accounting
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 85000 - 95000 USD Yearly USD 85000.00 95000.00 YEAR
Job Description & How to Apply Below

Join a highly visible, client-facing role where your organization and communication skills directly impact client experience at a respected CPA firm. This position offers strong exposure to accounting teams and a clear path for growth in a professional services environment.

Client Service Associate

Salary: $85,000–$95,000

Why This Opportunity Stands Out
  • Work directly with a CPA firm, gaining valuable exposure to accounting and advisory services
  • Be the primary point of contact for clients, building strong professional relationships
  • High visibility role supporting both clients and internal accounting teams
  • Clear opportunity for growth within a structured, professional services environment
  • Competitive compensation with upside for high performers
  • Gain experience across client onboarding, operations, and workflow coordination
  • Work in a collaborative, team-oriented setting with direct impact on service delivery
Key Responsibilities For The Client Service Associate
  • Manage client onboarding and offboarding processes
  • Serve as the primary point of contact for client communication
  • Gather and organize client documentation for internal teams
  • Coordinate with staff to ensure timely and accurate client service delivery
  • Support team preparation and workflow processes
Qualifications For The Client Service Associate
  • Bachelor’s degree in Accounting, Finance, Economics, or Business (preferred)
  • Experience in a CPA firm environment strongly preferred
  • Client-facing experience in a professional services setting
  • Strong organizational and administrative coordination experience
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Position Requirements
10+ Years work experience
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