Job Number: 14994

Salary: $55K-$65K DOE

Industry: Financial Services

What Matters Most:

  • Bachelor’s degree or equivalent work experience
  • Proficiency in Microsoft Office
  • 3+ years of experience within the financial services sector required

Your New Role:
The firm is seeking a friendly individual who enjoys being the go-to person for clients, staff, and vendors. Could this be you? This intimate wealth management firm has developed a Client Services Associate position that comes with consistency and stability – say goodbye to weekend and late night shifts!

As Client Services Associate, you’ll serve as the primary point of contact for clients and support for your team. Day-to-day, you’ll answer and route calls, coordinate conference calls, schedule meetings, and manage company and client files within their CRM. Exceptional attention to detail will be key as you’ll assist with the preparation of reports and other collateral for client meetings, collect documentation for opening new accounts, and help with service requests.

This position will start full-time in-office until training is complete and then will be 100% remote. Only candidates in the Portland metro area will be considered.

Your New Organization:
This firm offers high-caliber retirement plan consulting and personal wealth management. You’ll join a workplace that accommodates work-life balance and provides amazing schedule flexibility. The office environment is casual and the team is easygoing – it’s a great place to be if you’re looking for low stress in your workday. It’s also the type of environment where you can learn a lot in a short period.

Your benefits will include paid time off and holidays; long-term disability insurance; dental, medical, and vision coverage; life insurance; and a 401(k).

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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