Job Number: 15102

Salary: $68K-$75K DOE

Industry: Financial Services

What Matters Most:

  • 2+ years experience as a CSA
  • Proficiency in DocuSign, CRM systems and Microsoft Office Suite
  • Degree in Finance or Economics major a plus

Your New Role:
Are you seeking to join an exceptional financial services team? Do you have an eye for the smallest of details? This Client Services Associate might be for you! In this role, you’ll coordinate client requests, collaborate with Relationship Managers, and update both clients and team members.

Day-to-day, you’ll manage client onboarding, set up internal systems, assist with money transfers and other service requests, oversee account maintenance, and reconcile data. Additionally, you’ll create spreadsheets, maintain contact with clients, coordinate meetings, prepare reports, and provide support to team members. This position requires efficient communication, organization, and attention to detail in handling various client-related tasks and supporting the operations team as needed.

This position will begin 100% in-office, with hybrid potential in the future.

Your New Organization:
This boutique investment firm is seeking a match who can help them provide comprehensive service to their network of high net-worth clients. They’ve got a phenomenal reputation as one of the most established and well-respected wealth management firms in Portland. Their values-oriented investment philosophy resonates broadly with individuals, families, endowments, and foundations of all types.

Benefits include generous paid time off, sick time, medical coverage, dental insurance, a 401(k) plus match, paid life insurance, paid parking or a paid transit pass, an HSA, and access to the corporate profit sharing plan after one year.

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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