Boly:Welch

Job Number: 15670

Salary: $80K

Industry: Financial Services

What Matters Most:

  • 5+ years of experience as a client service administrator required
  • Intermediate or better knowledge of common office and finance software required
  • Expert knowledge working with Fidelity required


Your New Role:
Are you tech-savvy and client focused with a love for the great outdoors? This may be the Client Service Administrator role for you!

As Client Service Administrator, you’ll be an essential member of a three-person team that supports clients in their financial planning and investment strategies. A typical day would include gathering data, scheduling meetings and events for partners and clients, and initiating risk assessments. You may also have the opportunity to assist with newsletters, social media posts, and other marketing activities.

This growing firm is looking for a great communicator and self starter who is flexible and always willing to take on new tasks. While isn’t isn’t a business development role, they’re looking to build brand awareness in the active lifestyle space and your passion for outdoor adventure will be rewarded. 

This is an in-office role.


Your New Organization:
This boutique wealth management firm truly values their connection to the Pacific Northwest. With client and professional partner events occurring from the slopes of Mount Hood to the rapids of Oregon’s scenic rivers, they’re committed to helping both clients and employees live fulfilling lives while building meaningful wealth. 

The office closes early on Fridays and unlimited PTO is there to encourage a life where you can explore, recharge, and return to work inspired. Benefits also include a 401(k) with match, health insurance, profit sharing, gym membership, volunteer time off, monthly massages, and more!

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.

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To apply for this job please visit apply.bolywelch.com.

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