Wealth Management Client Services Associate — Hybrid Role

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

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.