Client Services Associate

Boly-Welch Inc; Portland (OR); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Dental Insurance

401(k) Match

Profit Sharing

Job summary

Boly:Welch is recruiting for a Client Services Associate to support our wealth management clients. The role requires meticulous work in onboarding, documentation, CRM data entry, and coordination between clients and investment managers for money movements.

You will manage annual audit confirmations, calendar scheduling with teams, and deliverables preparation. The position offers a hybrid work arrangement with in-office days. Local candidates preferred in the Portland area.

Qualifications

• 2+ years of experience as a Client Services Associate.
• Proficiency with Microsoft Office required.
• Experience with Charles Schwab required.
• Bachelor’s degree preferred.

Responsibilities

• Prepare and process documentation related to client onboarding and maintenance.
• Perform client and prospect data entry in the CRM and oversee preparation of deliverables.
• Serve as liaison between clients and investment managers to complete money movement requests.
• Coordinate with clients to provide annual audit confirmations and perform calendaring with internal and external teams.

Skills

Client Services

Microsoft Office

Charles Schwab

Education

Bachelor's degree

Tools

Microsoft Office

Charles Schwab

Job description

Job Number: 32632

Salary: $75K – $85K DOE

Industry: Financial Services

Must Haves:

• 2+ years of experience as a Client Services Associate
• Proficiency with Microsoft Office required
• Experience with Charles Schwab required
• Bachelor’s degree preferred

Your New Role:

Take the next step in your wealth management career as our client’s nextClient Service Associate!

As Client Service Associate, you’ll need to be highly detail-oriented as you’ll prepare and process documentation related to client onboarding and maintenance, perform client and prospect data entry in the firms CRM, and prepare and oversee the preparation of various deliverables.

You’ll also need to have exceptional communication skills, as you’ll serve as the liaison between clients and investment managers to complete money movement requests, coordinate with clients to provide annual audit confirmations, and perform calendaring functions with both internal and external teams.

Someone who is excellent with both people and numbers will thrive in this position.

This is a hybrid role, with three days a week in-office.

Your New Organization:

This is a tight-knit, collaborative team that values positivity, integrity, and professionalism. Excellent technical and information-gathering skills will ensure you succeed. They realize family is important to their employees, so they are open to long‑term remote work and flex schedules.

This firm offers comprehensive medical, vision and dental benefits, a generous 401(k) match, a 3-6% profit share, and much more!

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.

Please Note

Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role.

We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application!

Local candidates are strongly encouraged to apply!

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