Wealth Client Services Associate — Hybrid Role

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

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.