Hybrid Wealth Management 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 Client Service Associate for its wealth management team in Portland, Oregon. This role focuses on client onboarding, documentation, and data entry in the firm's CRM, requiring meticulous attention to detail and strong communication.

You'll liaise between clients and investment managers for money movements, confirm annual audits with clients, and coordinate calendars with internal and external teams.

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 client onboarding and maintenance documentation.
• Enter client and prospect data in the firm's CRM.
• Prepare and oversee the preparation of various deliverables.
• Serve as liaison between clients and investment managers for money movement requests.
• Coordinate with clients to provide annual audit confirmations.
• Perform calendaring with internal and external teams.

Skills

Communication skills

Attention to detail

Client services experience

Education

Bachelor's degree (preferred)

Tools

Microsoft Office

CRM software

Charles Schwab

Job description

Boly Welch is seeking a Client Service Associate for its wealth management team in Portland, Oregon. This role focuses on client onboarding, documentation, and data entry in the firm's CRM, requiring meticulous attention to detail and strong communication.

You'll liaise between clients and investment managers for money movements, confirm annual audits with clients, and coordinate calendars with internal and external teams.