Wealth Client Services Associate — Hybrid Onboarding

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

Benefits offered by this job

Medical benefits

Vision benefits

Dental benefits

401(k) match

Profit sharing

Job summary

Boly:Welch is seeking a Client Services Associate to support wealth management clients. You will prepare onboarding docs, maintain accounts, and liaison with investment managers to process requests.

The role requires strong communication, detail-orientation, and accuracy with CRM data, with a hybrid work arrangement (three days in-office per week) and a focus on client service excellence.

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 firm's CRM and oversee deliverables.
• Complete money movement requests and coordinate annual audit confirmations.
• Calendar and coordinate with internal and external teams.

Skills

2+ years experience as Client Services

Microsoft Office proficiency

Experience with Charles Schwab

Education

Bachelor’s degree preferred

Job description

Boly:Welch is seeking a Client Services Associate to support wealth management clients. You will prepare onboarding docs, maintain accounts, and liaison with investment managers to process requests.

The role requires strong communication, detail-orientation, and accuracy with CRM data, with a hybrid work arrangement (three days in-office per week) and a focus on client service excellence.