Client Services Associate

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

Benefits offered by this job

Medical, vision and dental benefits

401(k) match

Profit sharing

Job summary

Boly:Welch is seeking a detail-oriented Client Service Associate in Portland, OR. You will prepare and process client onboarding and maintenance docs, perform CRM data entry, and oversee the preparation of various deliverables.

You will liaise between clients and investment managers to execute money movements, coordinate annual audit confirmations, and manage calendaring with internal and external teams. This hybrid role requires excellent people and numbers skills, with three in-office days.

Qualifications

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

Responsibilities

• Prepare and process documentation related to client onboarding and maintenance.
• Perform client and prospect data entry in the firm’s CRM.
• Prepare and oversee the preparation of various deliverables.

Skills

Client Services Experience

Education

Bachelor's degree

Tools

Microsoft Office

Charles Schwab

Job description

• 2+ years of experience as a Client Services Associate
• Proficiency with Microsoft Office required
• Experience with Charles Schwab required

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 next Client 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!

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!

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