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Client Services Jobs

Client Service Associate

Creative Financial Staffing

Portland, OR

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JOB DETAILS
SALARY
$75,000–$95,000 Per Year
SKILLS
Accounting, Accounts Receivable, Artificial Intelligence (AI), Communication Skills, Continuous Improvement, Customer Relationship Management (CRM), Customer Support/Service, Document Management, Documentation, Finance, Financial Services, Leadership, Legal, Organizational Skills, Presentation/Verbal Skills, Process Improvement, Professional Services, Public Accounting, Returns Processing, Sales Management, Tax Accounting, Tax Returns, Team Player, Time Management, Writing Skills
LOCATION
Portland, OR
POSTED
Today
Client Service Associate (CSA)
Located in SE Portland
Salary: $75,000-95,000 depending on experience
Why This Opportunity Stands Out:
  • Be the central connector between clients, accountants, managers, and leadership-your work isvisible and valued
  • Work in a firm that trusts you with ownership, judgment, and process improvement
  • Access modern technology, workflow systems, and AI-enabled research tools
  • Receive 100% employer-paid medical, dental, and vision coverage and generous PTO
  • Earn meaningful bonuses, including overtime, client referrals, and employee referrals
  • Join a collaborative, stable firm focused on accountability and continuous improvement
Key Responsibilities for the Client Service Associate (CSA):
  • Coordinate client engagements from intake through completion
  • Manage client communication, document collection, and portal support
  • Track deadlines, outstanding items, and workflow status across engagements
  • Support tax return processing, e-signatures, and filing coordination
  • Maintain accurate documentation within firm systems
  • Assist with accounts receivable and administrative workflows as needed
Qualifications for the Client Service Associate (CSA):
  • Experience with workflow systems, CRM platforms, or document management tools
  • Background in public accounting, tax, financial services, legal, or professional services is required
  • Strong organizational skills with the ability to manage multiple deadlines
  • Clear, professional written and verbal communication skills


Timing is everything. We specialize in placing accounting and finance professionals, and many of our positions are not posted online. Whether you are actively job hunting or just passively considering opportunities, we would love to connect with you to discuss this role and other exciting opportunities in the industry.

#INJUN2026 #LI-AP1

EB-2132312692

About the Company

C

Creative Financial Staffing

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