Job Number: 14599

Salary: $60K+ DOE

Industry: Financial Services

What Matters Most:

  • 3+ years of investment industry experience
  • Proficiency in Microsoft Office required
  • Advanced proficiency with CRM systems, industry tools, and spreadsheet applications required
  • Bachelor’s degree preferred

Your New Role:
Are you incredibly organized with a background working on high-profile investment teams? We’re working on a Client Service Associate role that requires accuracy, attention to detail, and an aptitude to learn all facets of the business.

In this position, you’ll foster strong client relationships, develop successful workflows, and assist with administrative tasks. This team is seeking someone who understands compliance issues and can work collaboratively with leadership to meet requirements and help maintain the integrity of client data.

You’ll assist clients with IRA distributions, provide tax information, satisfy money movement requests, and prepare account paperwork for new and existing clients. There’s no micromanagement here — everyone is trusted to work at their own pace to get things done.

Your New Organization:
This is a small, growing registered investment advisor (RIA) firm with great systems and processes in place. The office is busy and has a strong focus on collaborative teamwork. They value flexibility and offer a hybrid schedule with three in-office days per week.

Your benefits will include unlimited PTO, dental, medical, and vision coverage, disability and life insurance, and a 401(k) plus match. You’ll also receive a company phone and laptop, and a bonus!

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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